Events

We display all Western Pension & Benefits Council Events on this page. Registration for individual chapters can be found by following the link for registration provided. Please check with each chapter regarding their individual refund policies for events.

Western Pension & Benefits Council Governing Board Only Events refund policy
If a cancellation occurs at least 24 hours prior to the event, the attendee may allocate this registration to another upcoming event. Please send an email to request this to mailto:office@westernpension.org

View the CE credits we offer here.

Upcoming events

    • 16 Jul 2021
    • (PDT)
    • 31 Aug 2021
    • (PDT)
    • ONLINE WEBINAR
    Register

    The Governing Board of

    WP&BC presents

    RECORDED WEBINAR: 

     Correcting Elective Deferral Failures: who, what, when, where and why? 


    Recorded on Thursday, January 28, 2021

     

     Our Presentation:


    Managing the 401(k), 403(b) and 457 deferral elections has transformed retirement plan administration from an annual event to an every-payroll affair. For each payroll period, employers, payroll administrators and plan administrators have to effect new participant elections, changes in elections and cancellations of elections. The chances for even a well-administered plan to make mistakes is significant. The costs for correction, not to mention the potential for plan disqualification, can be significant if the plan isn’t corrected quickly. Fortunately, the IRS has provided methods to correct such failures. Recently, the IRS has added less expensive safe harbor correction methods. Unfortunately, the IRS retained the old correction methods and provided little explanation for how the two sets of rules interface. In this webcast, we will explain (with examples) the two sets of rules and how and when you use the rules. Please join us for answers on how to correct your elective deferral failures. 

    • 50% vs. 25% QNEC Correction
    • Match Correction
    • Brief Exclusion Rule
    • Safe Harbor 401(k) Plan Correction
    • Correction of Elective Deferrals for bonuses


    Our Speaker:


    STEPHEN FORBES, J.D., LL.M.

    President, Forbes Retirement Plan Consulting


    Stephen is an ERISA attorney and educator with 34 years of experience practicing and teaching in the retirement plan area. Recently, Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also has drafted plan, 403(b), 457(b), 409A and IRA documents. Mr. Forbes was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees. 


     Continuing Education:

    • 2 CE for AIF 
    • 2 CE for CEBS
    • 2 CECs for ERPA 
    • 2 CECs for JBEA
    • 2 CPEs for ASPPA certifications
    • 2 CECs for NIPA certifications
    • 2 hours for California CPAs 
    • 1.75 hours of California MCLE
    • 2 CECs for CRPS 

    A Special Thank You to Our Sponsors:



     Continuing Education:

    • 2 CE for AIF (pending)
    • 2 CE for CEBS
    • 2 CECs for ERPA 
    • 2 CECs for JBEA
    • 2 CPEs for ASPPA certifications
    • 2 CECs for NIPA certifications
    • 2 hours for California CPAs 
    • 1.75 hours of California MCLE
    • 2 CECs for CRPS (pending)
    • 16 Jul 2021
    • (PDT)
    • 31 Aug 2021
    • (PDT)
    • ONLINE WEBINAR
    Register

    The Governing Board of

    WP&BC presents

    RECORDED WEBINAR: 

     

    401(k) Testing Techniques:

    before, during and after

     

    Recorded on Wednesday, February 17, 2021


      Our Presentation:


    One of the more challenging aspects of 401(k) plan administration is the annual testing. Understanding the testing rules and options is a necessary skill each practitioner must develop to avoid unnecessary distributions, taxes and disqualification consequences. Failing to take advantage of the different testing options can result in unnecessary distributions, reporting and additional taxes. Getting a handle on the various testing options can help transform a failing plan to one that passes, and thus, happier plan sponsors. In this webcast, we will address the availability of the different testing techniques before the plan year, during the plan year, and after the plan year.

    •          401(k) Testing Options
    •          Compensation options
    •          Who is and who isn’t an HCE?
    •          Correction Ordering Rules
    •          Timing of Correction

    Our Speaker:


    STEPHEN FORBES, J.D., LL.M.

    President, Forbes Retirement Plan Consulting


    Stephen is an ERISA attorney and educator with 34 years of experience practicing and teaching in the retirement plan area. Recently, Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also has drafted plan, 403(b), 457(b), 409A and IRA documents. Mr. Forbes was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees. 


     Continuing Education:

    • 2 CE for AIF 
    • 2 CE for CEBS
    • 2 CE for CFP 
    • 2 CECs for ERPA 
    • 2 CECs for JBEA
    • 2 CPEs for ASPPA certifications
    • 2 CECs for NIPA certifications
    • 2 hours for California CPAs 
    • 1.75 hours of California MCLE
    • 2 CECs for CRPS 

    A Special Thank You to Our Sponsors



       


         

     
    • 16 Jul 2021
    • (PDT)
    • 31 Aug 2021
    • (PDT)
    • ONLINE WEBINAR
    Register

    The Governing Board of

    WP&BC presents

    RECORDED WEBINAR: 

     ERISA Litigation Update:

    Recent ERISA Lawsuits And Their Impact On Plan Fiduciaries And Service Providers

     

    Recorded on Tuesday, March 30, 2021

     

      Our Presentation:


    Notwithstanding the pandemic, ERISA litigation continues to hit 401(k) plan sponsors and other plan fiduciaries.  In this webinar, the panelists will discuss recent lawsuits against plan fiduciaries and/or plan service providers, including claims involving actively managed target date funds, retail share class funds, managed accounts, participant data, and cyberbreaches.  They will also discuss the impact of such litigation on plan fiduciaries and service providers.  Our panel will also cover updates on litigation over plan provisions requiring arbitration of ERISA claims and setting a deadline to bring ERISA claims. 

      Our Speakers:


      ANGEL GARRETT, J.D.

      Director, Trucker Huss

      Rated as a "Rising Star" and as a "Super Lawyer" Angel represents plan sponsors, fiduciaries, and service providers in ERISA class action and single plaintiff lawsuits nationwide.  She has a broad range of experience in employee benefits law and fiduciary breach matters.

      Angel has counseled and defended clients in matters involving employer stock option plans, employee stock valuation, inclusion of employer stock in retirement plans, investment of plan assets, management and recordkeeping fees, executive compensation arrangements, disability claims, and church and governmental plans.  She has managed employee benefits and ERISA cases in all stages of litigation in state and federal courts, and before arbitration panels and administrative agencies.


      CLARISSA KANG, J.D.

      Director, Trucker Huss

      Listed as a Northern California “Super Lawyer” in the area of employee benefits law since 2014, Clarissa advocates zealously and effectively for employee benefit plans, plan administrators, plan sponsors, and other fiduciaries before federal and state courts and government regulatory agencies.


      As a director in Trucker Huss' nationally recognized ERISA litigation group (First Tier Nationally in US News and World Report Best Lawyers), she has handled a broad spectrum of litigation, including cases involving benefit claims, fiduciary issues, plan administration, multiemployer plans, withdrawal liability, delinquent contributions, plan reimbursement and subrogation, non-ERISA benefit plans (such as governmental plans and church plans), and class actions.

       

       Continuing Education:

      • 2 CE for AIF 
      • 2 CE for CEBS
      • 2 CE for CFP 
      • 2 CECs for ERPA 
      • 2 CECs for JBEA
      • 2 CPEs for ASPPA certifications
      • 2 CECs for NIPA certifications
      • 2 hours for California CPAs 
      • 1.75 hours of California MCLE
      • 2 CECs for CRPS 




      A Special Thank You to Our Sponsors



         


           




      • 16 Jul 2021
      • (PDT)
      • 31 Aug 2021
      • (PDT)
      • ONLINE WEBINAR
      Register

      The Governing Board of

      WP&BC presents

      RECORDED WEBINAR: 

       Demystifying the Annual 401(k) Plan Audit & The End of the Limited Scope Audit

       

      Recorded on Thursday, April 22, 2021


      The Presentation:

       

      If you were ever wondering what the auditors look at when they are conducting an audit of your/your client’s 401K plan, this session is for you.  Our panel of speakers, led by Crystal Coleman from CliftonLarsonAllen LLP, will cover the audit requirements for qualified retirement plans, an overview of the audit process and a timeline to complete an audit, and provide a deep dive into the procedures auditors perform (and why they have all those documentation requests!). Also covered will be upcoming changes coming to the auditor’s report and the end of the limited scope audit opinion.  Our panel of speakers are seasoned ERISA audit professionals who spend the majority of their time each year performing audits over all types of ERISA plans.  We will also cover items to consider when helping your clients in selecting an auditor for their annual retirement plan audit. 

      • Understand the independent audit requirement and rules to defer/delay the audit.
      • Understand overall audit process, timeline to complete audit and timing for initial plan audits.
      • Understand what auditors look at during the audit process and the real difference between a limited scope and full scope audit.
      • Understand important changes to the audit opinion coming in 2022 (the end of the limited scope audit).  

      Our Speakers:


      Crystal Coleman, CPA, CEBS

      Crystal is a principal in CliftonLarsonAllen’s (CLA) employee benefit plan audit practice and specializes in auditing defined contribution and defined benefit plans and health and welfare plans, including multiple employer welfare arrangements (MEWAs).  Before her career in public accounting, Crystal worked as the controller of a privately held sales and distribution company and as an operations manager with two large financial institutions. Crystal leads CLA’s employee benefit audit practice for Northern California, Nevada and Utah and serves on the Executive Committee and Marketing Committee for this practice area of the firm.  In addition to her responsibilities at CLA, Crystal teaches graduate level accounting courses at the University of California at Davis.


      Crystal believes in treating clients like valued customers. For her, this means taking an active interest in her client’s business and developing a relationship that doesn’t just endure, but also adds value. To this end, Crystal goes out of her way to answer clients’ questions, give frank opinions, and proactively look for ways to benefit them. She never treats an audit as simply a compliance task, but as an opportunity to identify ways to do things better.


      Crystal has B.A. from California Polytechnic State University, and from San Luis Obispo MBA and Master of Accountancy degrees from CSU Sacramento. She has a Certified Employee Benefit Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania . Crystal is currently a Western Pension and Benefits Council, Sacramento Chapter board member.


      Lee Colclasure, CPA

      Lee is an engagement director who specializes in auditing regulated industries, with his main focus being audits of employee benefit plans and audits of HUD properties. In this position, he is responsible for being a firm resource for these industries and leads these industries for the Central Washington CLA office. 


      Lee has a Bachelor’s of business administration, Gonzaga University and is a Certified Public Accountant, Washington.


      Lisa Cushman, CPA

      Lisa is a signing director in the Spokane office working primarily in the employee benefit plans (EBP) group and managing the EBP practice there. In her 17 years with the firm, Lisa has performed audits of defined contribution, defined benefit, health and welfare, and employee stock ownership plans for organizations across a variety of industries, including 11-k filing plans and multi- and multiple employer plans. Lisa functions as the engagement principal on more than 70 plans and is involved audits of many other plans.


      Lisa has a  Bachelor of arts in accounting from Eastern Washington University, Cheney, Washington and is a  Certified Public Accountant in the state of Washington.


       Continuing Education:

      • 2 CE for AIF 
      • 2 CE for CEBS
      • 2 CE for CFP 
      • 2 CECs for ERPA 
      • 2 CECs for JBEA
      • 2 CPEs for ASPPA certifications
      • 2 CECs for NIPA certifications
      • 2 hours for California CPAs 
      • 1.75 hours of California MCLE
      • 2 CECs for CRPS 



      A Special Thank You to Our Sponsors



             

       



      • 16 Jul 2021
      • (PDT)
      • 31 Aug 2021
      • (PDT)
      • ONLINE WEBINAR
      Register

      The Governing Board of

      WP&BC presents

      RECORDED WEBINAR: 

       A Detailed Dive into Qualified Domestic Relations Orders

       

      Recorded on Tuesday, May 25, 2021


      The Presentation:

       

      This presentation will include a practical and technical presentation pertaining to one of the most difficult, high-conflict categories of plan distributions: QDRO distributions! The presentation will walk through the life cycle of a QDRO from two perspectives: the divorcing Participant and the Plan Administrator. The presenter will share best practices advice for qualifying a QDRO as the fiduciary and risk reduction strategies for third party plan administrators.  

       

      Three learning objectives:

      1. Be informed on new laws pertaining to QDROs.
      2. Understand the lifecycle of a QDRO from both perspectives: Participant and Plan Administrator.
      3. Receive best practices strategies for risk reduction when processing and qualifying QDROs.

      Our Speaker:


      ELIZABETH VAN CLIEF is a founder and partner of the firm. Elizabeth holds a Bachelor of Arts in Mathematics and a Bachelor of Arts in Economics from UCSD, a law degree from the University of San Diego School of Law, and a Masters of Laws in Taxation from the University of San Diego School of Law. Elizabeth’s technical background allows her to bring a mathematical approach to her practice.

      Elizabeth is dedicated to providing the highest level of expert services to divorcing spouses and family law attorneys in the areas of retirement benefits and equity-based compensation. Elizabeth is a frequent lecturer to family law attorneys and retirement benefits plan administrators in California on the topics of QDROs, division of community property, drafting marital settlement agreement language, subpoenaing retirement benefits information, effective use of an expert, and advanced stock options calculations. Elizabeth is also the past president of the Western Pension & Benefits Council, San Diego, and the past Co-Chair of the Taxation Section of  the San Diego County Bar Association.

       

      Elizabeth is proud to offer her clients an efficient, cost-effective, and ethical approach to accurately valuing and dividing the community interest in retirement benefits.


       Continuing Education:

      • 2 CE for AIF 
      • 2 CE for CEBS
      • 2 CE for CFP 
      • 2 CECs for ERPA 
      • 2 CECs for JBEA
      • 2 CPEs for ASPPA certifications
      • 2 CECs for NIPA certifications
      • 2 hours for California CPAs 
      • 1.75 hours of California MCLE
      • 2 CECs for CRPS 

      A Special Thank You to Our Sponsors



       

             




      • 16 Jul 2021
      • (PDT)
      • 31 Aug 2021
      • (PDT)
      • ONLINE WEBINAR
      Register


      The Governing Board of

      WP&BC presents

      RECORDED WEBINAR: 


       Recurring Legacy Issues and New Challenges in 403(b) Plan Compliance


      Recorded on Thursday, June 24, 2021


      The Presentation:

       

      The long standing differences between 403(b) plans and 401(k) plans continue to pose practical and legal challenges for those administering and advising 403(b) plans. Recent legislation and regulatory activity have added addition complexities to those historical challenges. We will discuss the key issues and practical approaches to addressing them, as well as an assessment of the impact of ongoing litigation against 403(b) plans.

       

      Learning objectives:

      • Be able to identify and address ongoing  impactful details of 403(b) plan regulation and design in daily plan operations
      • Identify the unique aspects of 403(b) plans affected by recent legislation and regulatory activity
      • Determine if 403(b) litigation could impact the plans with which you work.

      Our Speakers:


      Evan Giller, JD, Boutwell Fay, LLP

      Evan Giller has worked in the field of employee benefits law and ERISA for over 30 years, specializing in the retirement and deferred compensation plans of tax-exempt organizations and governmental employers. He has extensive experience advising employers and plan service providers on a wide range of retirement plan issues, including plan design, plan documents, operational issues, corrections and fiduciary responsibility, and has particular expertise regarding 403(b) and 457 plans. In addition, Evan’s practice includes advising financial institutions on issues relating to the design and regulation of annuity products, in particular annuities used to fund retirement plans.

       

      Robert Toth, JD, Toth Law and Consulting 

      Robert has practiced employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement plans, one which combines elements of ERISA, tax law, insurance law, securities law and investment law for both 401(a) and 403(b) plans. Bob’s experience includes the design of multiple employer plans, including for 403(b) plans; implementing and fixing complex 403(b) programs; designing investment products for 403(b) and 401(k) plans; designing annuitization programs for defined contribution plans; and writing and implementing standards for fiduciary and advisory practices.


       Continuing Education:

      • 2 CE for AIF 
      • 2 CE for CEBS
      • 2 CE for CFP 
      • 2 CECs for ERPA 
      • 2 CECs for JBEA
      • 2 CPEs for ASPPA certifications
      • 2 CECs for NIPA certifications
      • 2 hours for California CPAs 
      • 1.5 hours of California 
      • 2 CECs for CRPS  

      A Special Thank You to Our Sponsors:




      • 24 Aug 2021
      • 9:00 AM - 10:45 AM (PDT)
      • ONLINE WEBINAR
      Register


      The Governing Board of

      WP&BC presents

      ONLINE WEBINAR: 


       Retirement Income: The Pension Plan of the Future 


      Tuesday, August 24, 2021

      9:00 AM  to 10:45 PM PDT


      The Presentation


      Future retirees lack the opportunity to retire with dignity due to the limited access to pension plans and lifetime income products. As 401(k)s are the primary source of savings for millions of Americans, there will be a decisive gap between their long-term needs and their current investment opportunities.

       

      Current initiatives help participants through education and financial wellness yet fall short of providing clear instructions and strategies to turning the 401(k) into consistent, secure retirement income. 


      Learning objectives:


      Join Bonnie Treichel, chief solutions officer of Endeavor Retirement, for a program that will help attendees:

      • Identify the goals of the plan and its participants
      • Decipher the landscape of retirement income products and providers
      • Leverage a framework to review (and document the review of) retirement income solutions
      • Develop your business case for retirement income solutions

      Our Speaker


      Bonnie Treichel, Endeavor Retirement

      Bonnie Treichel is the Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry.  Having served in each of those roles in her career – a plan sponsor, an ERISA attorney, and an advisor – Bonnie has witnessed many angles of the retirement plan.  She puts that experience to work by helping to find solutions for the day-to-day issues that are an inevitable part of running a successful retirement plan.


      Bonnie is a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and is often quoted in industry publications.  Bonnie is an American Society of Pension Professionals and Actuaries (ASPPA) member; she serves as the Chair of the ABCs nationally; as the immediate past President for the ABC of the Great Northwest; and works on various other committees for ASPPA.  


      Bonnie is also a member of the Women in Pension Network and a member of the State Bar of California.  She earned her J.D. from Pepperdine University School of Law, where she graduated with honors and received a certificate from the Palmer Center for Entrepreneurship & the Law.  When she isn’t working on retirement plan issues, Bonnie enjoys traveling, spending time with her golden retriever Sunny, running, riding her bike, and volunteering for Make a Wish.  


      Continuing Education:

      • 2 CE for AIF (pending)
      • 2 CE for CEBS
      • 2 CE for CFP (pending)
      • 2 CECs for ERPA 
      • 2 CECs for JBEA
      • 2 CPEs for ASPPA certifications
      • 2 CECs for NIPA certifications
      • 2 hours for California CPAs 
      • 1.5 hours of California 
      • 2 CECs for CRPS 

      Pricing:

      • Early Bird (through August 10): $65 for members, $90 for non-members 
      • Regular: $90 for members, $115 for non-members 

      A Special Thank You to Our Sponsors:




    Past events

    24 Jun 2021 Recurring Legacy Issues and New Challenges in 403(b) Plan Compliance
    25 May 2021 A Detailed Dive into Qualified Domestic Relations Orders
    18 May 2021 Portland Chapter Virtual Meeting - Anticipating the Unexpected
    06 May 2021 Seattle Chapter - Quarterly Meeting
    22 Apr 2021 Demystifying the Annual 401(k) Plan Audit & The End of the Limited Scope Audit
    22 Apr 2021 Orange County Chapter - 2021 is Bringing More Change than We Expected: What You Need to Know about What’s Going on in Washington DC
    21 Apr 2021 San Francisco Chapter - JP Morgan Guide to Retirement
    20 Apr 2021 Portland Chapter Virtual Meeting - 2021 Outlook
    13 Apr 2021 Denver Chapter - Economic Update
    08 Apr 2021 Phoenix Chapter - 2021 People Management Trends - What to Expect and Your Questions Asked
    31 Mar 2021 Portland Chapter - Professional Ethics: Using Ethical Practices as a Business Building Strategy
    30 Mar 2021 ERISA Litigation Update: Recent ERISA Lawsuits And Their Impact On Plan Fiduciaries And Service Providers
    25 Mar 2021 San Francisco Chapter - Voya - Helping diverse communities during COVID
    24 Mar 2021 Sacramento Chapter Webinar - 2021 Annual Legislative & Regulatory Update PART 2
    19 Mar 2021 Salt Lake City Chapter - 2021 Legal Update
    18 Mar 2021 Orange County Chapter - Recommendations for Plan Sponsors, Fiduciaries, and Service Providers From a Plaintiff’s Litigation Perspective
    17 Mar 2021 Boise Chapter - ERISA Fiduciary Refresher and Update
    17 Feb 2021 401(k) Testing Techniques: before, during and after
    28 Jan 2021 Correcting Elective Deferral Failures: who, what, when, where and why?
    26 Jan 2021 Annual ABC's of Pension Plans
    07 Dec 2020 Ethics: Doing The Right Thing Because It Is The Right Thing To Do. . . According To The Rules.
    07 Dec 2020 RECORDED WEBINAR: Ethics: Doing The Right Thing Because It Is The Right Thing To Do. . . According To The Rules.
    20 Nov 2020 RECORDED OC Webinar: Power Your Practice with Financial Wellness and Retirement Income Trends and Preferences
    20 Nov 2020 RECORDED OC Webinar: Challenges & Opportunities: Evaluating the impact of pending DOL regulations on you and your clients
    19 Nov 2020 RECORDED OC Webinar: Retirement Policy in a Pandemic
    12 Nov 2020 Phoenix Chapter - Impact of Employee Health on Business Success
    09 Nov 2020 RECORDED Webinar: Spooky Documents - Defined Contribution Plan Restatements
    09 Nov 2020 RECORDED Webinar: New Retirement Plan Designs as a Result of the SECURE Act
    09 Nov 2020 RECORDED Webinar: ERISA Goes to the Supreme Court—An Analysis of Recent Supreme Court Decisions and Pending Cases
    29 Oct 2020 ONLINE Webinar: Spooky Documents - Defined Contribution Plan Restatements
    08 Oct 2020 Phoenix Chapter - Electronic Delivery of ERISA’s Participant Disclosures
    24 Sep 2020 ONLINE Webinar: New Retirement Plan Designs as a Result of the SECURE Act
    17 Sep 2020 Orange County Chapter Webinar: Retirement Policy in a Pandemic
    16 Sep 2020 Boise Chapter - How to Keep Your Plan Healthy in the Age of COVID-19
    27 Aug 2020 ONLINE Webinar: ERISA Goes to the Supreme Court—An Analysis of Recent Supreme Court Decisions and Pending Cases
    06 Aug 2020 ONLINE Webinar: The Emerging Cybersecurity Risks as a Result of COVID-19
    01 Jul 2020 RECORDED Webinar: More Strange but True Tales of 403(b) Plans
    01 Jul 2020 RECORDED Webinar: Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID19
    25 Jun 2020 ONLINE Webinar: Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID19
    04 Jun 2020 RECORDED PORT Webinar - Major Economic Headlines from 1Q 2020
    28 May 2020 ONLINE Webinar: More Strange but True Tales of 403(b) Plans
    30 Apr 2020 RECORDED OC -Best Practices for Changing Recordkeepers
    30 Apr 2020 RECORDED DEN Webinar - The CARES Act- What You Need to Know About Retirement Plan Provisions
    29 Apr 2020 Recorded WEBINAR: Deep Dive on RMDs
    29 Apr 2020 RECORDED WEBINAR: ERISA Litigation Recent Hot Issues
    29 Apr 2020 RECORDED SAC Webinar - Greater Tax Deferral Using Cash Balance Plans
    26 Apr 2020 RECORDED WEBINAR: Coming Full Circle: Compensation for Self-Employed Individuals
    26 Apr 2020 RECORDED OC Webinar: Share Class Wars
    22 Apr 2020 Sacramento Chapter Webinar - Greater Tax Deferral Using Cash Balance Plans
    22 Apr 2020 RECORDED SD Webinar: Recent Developments
    21 Apr 2020 RECORDED Webinar: COVID-19 - Helping Employees during the Pandemic
    16 Apr 2020 Orange County Chapter Webinar: Share Class Wars
    07 Apr 2020 ONLINE Webinar: COVID-19 - Helping Employees during the Pandemic
    25 Mar 2020 Seattle Chapter - Quarterly Meeting
    17 Mar 2020 ONLINE WEBINAR: ERISA Litigation Recent Hot Issues
    12 Mar 2020 Phoenix Chapter - Alternative Assets Held Within Qualified Plans
    11 Mar 2020 Portland Chapter - Legislative Update & Legal Update
    10 Mar 2020 Denver Chapter - Health and Welfare Update
    25 Feb 2020 ONLINE WEBINAR: Deep Dive on RMDs
    13 Feb 2020 Phoenix Chapter - How to Conduct an RFP for a Benefit Plan
    11 Feb 2020 Denver Chapter - Economic Update
    06 Feb 2020 Portland Chapter - The SECURE Act: Opening a Christmas Gift from Congress
    22 Jan 2020 Seattle Chapter - Quarterly Meeting
    22 Jan 2020 ONLINE WEBINAR: Coming Full Circle: Compensation for Self-Employed Individuals
    21 Jan 2020 Boise Chapter - Capital Markets Update
    16 Jan 2020 Portland Chapter - Defined Contribution ESG Panel
    16 Jan 2020 Orange County: Retirement Plan Audits – Basics, Best Practices and Upcoming Changes
    14 Jan 2020 Denver Chapter - Washington Shenanigans – A Look At Retirement Policy In DC
    25 Nov 2019 RECORDED Webinar:Voluntary Closing Agreements—The Non-EPCRS Correction Program
    24 Nov 2019 RECORDED Webinar:Ethics – The Fun Way!
    21 Nov 2019 San Diego Chapter - Navigating the Distribution Correction Minefield
    21 Nov 2019 Orange County: Navigating the Distribution Correction Minefield
    19 Nov 2019 Portland Chapter - Half Day Retirement Seminar
    19 Nov 2019 ONLINE Webinar:Ethics – The Fun Way!
    14 Nov 2019 Seattle Chapter - Member Appreciation Event
    14 Nov 2019 Phoenix Chapter - Distribution Dilemmas: Retirement Plan Hardships and Loans
    13 Nov 2019 Sacramento Chapter - What to Expect When You’re Expecting a Conversion: Best Practices When Changing Retirement Plan Providers
    13 Nov 2019 Denver Chapter - WP&BC/RMTRA: Learning & Libations
    12 Nov 2019 San Francisco Chapter - CalSavers Retirement Plan
    24 Oct 2019 RECORDED Webinar:Strange but True Tales of 403(b) Plans
    03 Oct 2019 Portland Chapter - New Challenges for Plan Sponsors & Opportunities for Service Providers
    01 Oct 2019 San Francisco Chapter - "Industry Networking" Membership Event
    24 Sep 2019 ONLINE Webinar:Missing Participants & Uncashed Checks: WTF (without the fuss)
    19 Sep 2019 Orange County: Update on ERISA litigation and Lessons Learned
    12 Sep 2019 Phoenix Chapter - In the Blink of an Eye: Single Employer Plan to Multiple Employer Plan
    12 Sep 2019 Denver Chapter - 2019 Denver Benefits Summit
    10 Sep 2019 Portland Chapter - Member Appreciation Social and Wine Tasting Kick-Off
    21 Aug 2019 ONLINE Webinar:Voluntary Closing Agreements—The Non-EPCRS Correction Program
    25 Jun 2019 RECORDED Webinar: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry
    25 Jun 2019 RECORDED Webinar: 401(k) Testing: Testing Techniques, HCE Determination and Compensation Options
    25 Jun 2019 RECORDED Webinar: Missing 401(k) Plan Participants: Gone But Not Forgotten
    25 Jun 2019 RECORDED Webinar:Pension De-Risking – Solutions for Managing Defined Benefit Pension Obligations
    25 Jun 2019 RECORDED Webinar:Courts, Congress & Compliance What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
    25 Jun 2019 RECORDED Webinar:Mergers and Acquisitions: a Who’s the Employer Perspective.
    14 May 2019 ONLINE Webinar:Courts, Congress & Compliance What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
    28 Apr 2019 2019NAFE
    25 Apr 2019 Portland Chapter - 2019 Spring Conference
    23 Apr 2019 ONLINE Webinar:Pension De-Risking – Solutions for Managing Defined Benefit Pension Obligations
    09 Apr 2019 Denver Chapter - 2019 Legislative, Regulatory, and Litigation Outlook
    04 Apr 2019 Seattle Chapter - Spring Seminar
    28 Mar 2019 Phoenix Chapter - Workshop: Free Basics of ERISA Workshop
    21 Mar 2019 Orange County: TARGET DATE FUNDS Where have we been, where are we now, where are we going…..
    20 Mar 2019 ONLINE Webinar: Missing 401(k) Plan Participants: Gone But Not Forgotten
    14 Mar 2019 Phoenix Chapter - Top 10 Employee Law Mistakes
    12 Mar 2019 San Francisco Chapter - Economic Update
    12 Mar 2019 Denver Chapter - Retirement Game-Changers
    07 Mar 2019 Orange County Breakfast Forum: Navigating Pre-Approved Plan Documents
    21 Feb 2019 Seattle Chapter - Quarterly Meeting
    20 Feb 2019 ONLINE Webinar: 401(k) Testing: Testing Techniques, HCE Determination and Compensation Options
    14 Feb 2019 Phoenix Chapter - What Ever Happened to that Plan with the Failure?
    12 Feb 2019 Denver Chapter - 2019 Economic Update
    07 Feb 2019 San Francisco Chapter - Legislative Update!
    29 Jan 2019 ONLINE Webinar: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry
    24 Jan 2019 Orange County Chapter: The 11th Annual ABCs of Pension Plans
    17 Jan 2019 Orange County Breakfast Forum: Department of Labor Update - Keeping Current
    16 Jan 2019 Portland Chapter - New Year Social & Wine Tasting
    16 Jan 2019 San Diego Chapter - Department of Labor Update - Keeping Current
    10 Jan 2019 Phoenix Chapter - What Lies Ahead for the US Economy?
    08 Jan 2019 Denver Chapter - Post-Election Update: What Will Happen to Benefits?
    31 Dec 2018 RECORDED Webinar: Safe Harbor 401(k) Plan Corrections - 2 CE
    13 Dec 2018 Phoenix Chapter - Indexing: The Truth About Its Size and Impact presented by Brian J. Scott of Vanguard
    13 Dec 2018 RECORDED Webinar: Ethics and Professional Responsibility - 2 CE
    12 Dec 2018 Online Webinar: Ethics and Professional Responsibility - 2018
    29 Nov 2018 Orange County Chapter: Legacy of the DOL Fiduciary Rule
    29 Nov 2018 Denver Chapter - Specialty Session: Student Loan Repayment Benefit Features in 401(k) Plans
    28 Nov 2018 Boise Chapter - Rethinking Retirement Plans - What's New, What Works & What You Should Know in Retirement Plan Design
    18 Nov 2018 Recorded Webinar: Financing Health: Trends, Challenges and Opportunities - 1 CE
    15 Nov 2018 Orange County Breakfast Forum: What You Need To Know To Insure Retirement Plan Risks: The Roles of Fiduciary Liability, Cyber, Crime & ERISA Bonds
    14 Nov 2018 Seattle Chapter - Quarterly Meeting
    14 Nov 2018 Phoenix Chapter - WP&BC Social Networking Event at Topgolf (Scottsdale)
    14 Nov 2018 Portland Chapter - Half Day Retirement Conference
    14 Nov 2018 Online Webinar: Financing Health: Trends, Challenges and Opportunities
    14 Nov 2018 Portland Chapter - Half Day Health and Welfare Seminar
    13 Nov 2018 Denver Chapter - Target Date Retirement Funds
    08 Nov 2018 Recorded Webinar: Employee Benefits in Mergers and Acquisitions – the Sequel - 1 CE
    30 Oct 2018 Online Webinar: Employee Benefits in Mergers and Acquisitions – the Sequel
    28 Oct 2018 RECORDED Webinar: An Update on ERISA Litigation - 2 CE
    28 Oct 2018 RECORDED Webinar:RETIREMENT PLAN POLICY STATEMENTS - 1 CE
    28 Oct 2018 RECORDED Webinar:403(b) Hot Topics (and that’s not an oxymoron) - 2 CE
    28 Oct 2018 RECORDED Webinar:Everything You and Your Clients Should Know About Beneficiary Designation Forms - 2 CE
    28 Oct 2018 RECORDED Webinar: Disclosures, Notices, and Filing Requirements for Your Retirement Plan - 1 CE
    28 Oct 2018 RECORDED Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans - 2 CE
    11 Oct 2018 Phoenix Chapter - The Millennial Mindset: Understanding and Attracting the Next Generation presented by Dr. Nathan Harness professor at Texas A&M
    10 Oct 2018 Portland Chapter - Investment Committee Best Practices
    25 Sep 2018 San Francisco Chapter - "Industry Networking" Membership Event
    20 Sep 2018 Orange County Breakfast Forum: Washington Update: Legal & Regulatory Update for Retirement Plan Professionals
    18 Sep 2018 Online Webinar: Disclosures, Notices, and Filing Requirements for Your Retirement Plan
    13 Sep 2018 Phoenix Chapter - Successful Wellness Programs: Defining Comprehensive Well-Being in the Workplace presented by Randy M. Miller of WHEN
    11 Sep 2018 Denver Chapter - Don’t be the Weakest Link! Protect Benefit Plans from Risk of Cybersecurity Attacks
    06 Sep 2018 Seattle Chapter - Quarterly Meeting
    23 Aug 2018 Online Webinar:Everything You and Your Clients Should Know About Beneficiary Designation Forms
    18 Aug 2018 Orange County Breakfast Forum: Distributions Retirement Planning
    19 Jun 2018 San Francisco Chapter Conference
    12 Jun 2018 Online Webinar:403(b) Hot Topics (and that’s not an oxymoron)
    20 May 2018 2018 NIPA Annual Forum and Expo (2018 NAFE)
    02 May 2018 Portland - Spring Seminar 2018
    26 Apr 2018 Online Webinar:RETIREMENT PLAN POLICY STATEMENTS
    26 Apr 2018 Denver Chapter - 2018 Denver Benefits Summit
    20 Apr 2018 RECORDED Webinar: An Update on ERISA Litigation
    19 Apr 2018 San Francisco Chapter - April Meeting
    12 Apr 2018 Phoenix Chapter - Member Appreciation Event: Reading the Minds of Your Clients with The Nonverbal Advantage & Emotional Intelligence
    27 Mar 2018 ONLINE Webinar: An Update on ERISA Litigation
    21 Mar 2018 Sacramento Chapter - Disaster Relief and 5500 Changes
    21 Mar 2018 Phoenix Chapter - FREE Basics of ERISA
    16 Mar 2018 Salt Lake City Chapter - Dealing with IRS Exams and DOL Investigations
    16 Mar 2018 San Diego Chapter - Breakfast with Benefits: Nightmare on TPA Street - Real Life EPCRS Case Studies You Just Can’t Make Up!
    15 Mar 2018 Orange County Breakfast Forum: Nightmare on TPA Street – EPCRS Case Studies that will make your hair curl!
    13 Mar 2018 Denver Chapter - What’s New in Health Plan Compliance
    12 Mar 2018 Portland Chapter - When Regulators Step Back, Litigators Step In- An update on the changing landscape of ERISA enforcement and best practices
    08 Mar 2018 Phoenix Chapter - Taking Good Care of the 401(k) Plan presented by T.J. Orr of Pinnacle Plan Design
    07 Mar 2018 San Francisco Chapter - San Francisco Chapter Meeting: Legislative and Regulatory Update
    28 Feb 2018 Orange County Technical Forum: RETIREMENT PLAN POLICY STATEMENTS
    22 Feb 2018 ONLINE Webinar: Safe Harbor 401(k) plan corrections
    09 Jan 2018 ONLINE Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans
    31 Dec 2017 Recorded Webinar: The Dos and Don'ts of Qualified Domestic Relations Orders
    31 Dec 2017 Recorded Webinar - Advanced Qualified Domestic Relations Orders
    31 Dec 2017 Recorded Webinar: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
    31 Dec 2017 Recorded Webinar - Defined Contribution Compliance Reboot
    31 Dec 2017 Recorded Webinar - THE COMPLEX WORLD OF REHIRES
    31 Dec 2017 Recorded Webinar - Recovering Pension Overpayments - Navigating the Maze
    31 Dec 2017 Recorded Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
    31 Dec 2017 Recorded Webinar: Introduction to Cash Balance Plans for Non-Actuaries
    31 Dec 2017 Recorded Webinar: Ethics for TPAs and Other Professionals - 2017
    31 Dec 2017 RECORDED WEBINAR: 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
    31 Dec 2017 Recorded Webinar: Negotiating Good Service Agreements
    31 Dec 2017 RECORDED WEBINAR: DB/DC Update on New Regulations opens Retirement Plan Innovation
    16 Nov 2017 Orange County Breakfast Forum: See No Policy, Hear No Policy, Speak No Policy: Washington Retirement Update on Tax Reform, Fiduciary Rule, and Lawsuits
    14 Nov 2017 Denver Chapter - Target Date Retirement Funds
    02 Nov 2017 Phoenix Chapter - Behavioral Finance
    01 Nov 2017 Sacramento Chapter - Retirement Plan Issues in Mergers and Acquisitions?
    24 Oct 2017 Denver Chapter - Members Networking Event: ViewHouse
    20 Oct 2017 Salt Lake City Chapter - The Modern Workplace: Attracting and Retaining Top Talent
    19 Oct 2017 Orange County Breakfast Forum: Fee Equalization in 401(k) Plans
    18 Oct 2017 Portland Chapter - Update of the Healthcare Market in Oregon
    17 Oct 2017 San Diego Chapter - Your 401(k) is NOT Okay: VCP Corrections for Incorrect Definition of Compensation and Other VCP Trends
    12 Oct 2017 Phoenix Chapter - Designated Fiduciary Roles and How to Select and Monitor Providers
    11 Oct 2017 San Francisco Chapter - The Convergence of Health and Wealth-Unlocking the Power of Health Savings
    10 Oct 2017 Denver Chapter - Breaking Down Student Loan Benefits
    15 May 2017 Phoenix Chapter - 2017 Spring Conference
    20 Apr 2017 Denver Chapter - 2017 Denver Benefits Summit
    30 Mar 2017 Online Webinar: Improve Plan Results
    23 Mar 2017 Orange County Technical Lunch Forum: 403(b) Plans in 2017: Significant Issues and Trends
    23 Mar 2017 Boise Chapter - Incentives: What Works and What Doesn’t
    14 Mar 2017 Denver Chapter - DOL Fiduciary Rule
    09 Mar 2017 Phoenix Chapter - 60 Days into Trump Admin: Why Immigration Executive Order is Important to Employers
    21 Feb 2017 Orange County Technical Lunch Forum: Navigating the Form 5500 Nonsense
    09 Feb 2017 Phoenix Chapter - Controlled Groups presented by David Schultz of FIS Relius
    08 Feb 2017 Portland Chapter - What's New Out of Washington, D.C.
    24 Jan 2017 Denver Chapter - Members-Only Specialty Session: Specialty Session: Taking A Closer Look at ESOPs
    24 Jan 2017 Orange County Chapter: The 9th Annual ABCs of Pension Plans
    21 Jan 2017 Seattle Chapter - February Meeting
    20 Jan 2017 Salt Lake City Chapter - Will a Change in Presidents Mean Changes for Employee Benefits?
    19 Jan 2017 San Francisco Chapter -2017 Legal and Legislative Update for Employee Benefit Plans
    19 Jan 2017 Boise Chapter - Capital Markets Update: 2016 Review
    19 Jan 2017 Orange County Breakfast Forum: What the DOL Expects of Auditors and What Can Go Wrong
    17 Jan 2017 Seattle Chapter - Market/Economic Update
    12 Jan 2017 Portland Chapter - New Year Social & Wine Tasting
    12 Jan 2017 Phoenix Chapter - Economic Update
    10 Jan 2017 Denver Chapter - WP&BC Monthly Luncheon: Post-Election Update: What Will Happen to Benefits?
    15 Dec 2016 Online Webinar: Ethics for TPAs and Other Professionals
    06 Dec 2016 Los Angeles Chapter - Common 401(k) Plan Errors
    01 Dec 2016 Online Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
    17 Nov 2016 Orange County Breakfast Forum: Recognizing and Avoiding Pitfalls When Changing Record keepers
    10 Nov 2016 San Francisco Chapter - "California Secure Choice" - California Retirement Savings Plan
    09 Nov 2016 Portland Chapter - Half Day Retirement Conference
    09 Nov 2016 Portland Chapter - Half Day Health and Welfare Conference
    02 Nov 2016 Independent Third Party Audits – Why a 403(b) Audit is not a 401(k) Audit
    27 Oct 2016 Webinar - Top Ten Audit Deficiencies
    20 Oct 2016 Phoenix Chapter - Monthly Luncheon: Monthly Luncheon: Ten Years After
    20 Oct 2016 Orange County Breakfast Forum: Mergers and Acquisition Issues - What Affect Does It Have on Your Clients?
    18 Oct 2016 San Francisco Chapter - WP&BC SF "Field Trip" - Recology Tour of San Francisco
    18 Oct 2016 Seattle Chapter - ACA - Reporting, Compliance and Helpful Tips for Year 2 and Beyond
    12 Oct 2016 Portland Chapter - Financial Wellness
    11 Oct 2016 Denver Chapter - The 401 on Fee Benchmarking and Retirement Readiness
    23 Sep 2016 Los Angeles Chapter - Fall Conference - Let’s Make America Save Again
    22 Sep 2016 Denver Chapter - Members Networking Event: Eddie Merlot's
    23 Aug 2016 Online Webinar: Save More Tomorrow
    19 May 2016 Phoenix Chapter - Member Appreciation Event: The Magic of Math
    17 May 2016 San Diego Chapter - On Demand Seminar: Financial Statement Audits of Employee Benefit Plans: A Survival Guide
    17 May 2016 Online Webinar: Smooth Sailing Ahead: Negotiating Your Ship through the New Rules for Mid-Year Changes to Safe Harbor 401(k) Plans
    04 May 2016 Online Webinar: The New Fiduciary Rules: What Do You Need to Know and Do Now?
    28 Apr 2016 Orange County Technical Lunch Forum: Technical Lunch Forum: ALL YOU EVER WANTED TO KNOW ABOUT LATE REMITTANCES – BUT WERE AFRAID TO ASK
    28 Apr 2016 Phoenix - 2016 Spring Conference
    28 Apr 2016 Denver Chapter - 2016 Denver Benefits Summit
    21 Apr 2016 Online Webinar: Tales From an ERISA Plan Auditor – Dream Clients and Nightmare Clients
    21 Apr 2016 Orange County Breakfast Forum: State-Sponsored Savings and Retirement Plans for Private Employers
    19 Apr 2016 San Diego Chapter - April Lunch Meeting: Leaders Share Their Perspective
    24 Mar 2016 On Demand Seminar: "Advocating for the Elderly: An Examination of Evolving Issues in Elder Care"
    23 Mar 2016 Online Webinar: Cybersecurity
    16 Mar 2016 Sacramento Chapter - Health Care Update
    10 Mar 2016 Phoenix Chapter - Monthly Luncheon: Health and Welfare Plan Audits Conducted by the DOL presented by TBD DOL Employee
    09 Mar 2016 Portland Chapter - Improving Retirement Readiness with Auto Enrollment and Escalation
    08 Mar 2016 Denver Chapter - ERISA Litigation – A Plaintiff’s Perspective vs. a Defendant’s Perspective
    04 Mar 2016 Portland - Spring Seminar 2016
    18 Feb 2016 Online Webinar: Risk Management for Retirement Benefits Professionals
    18 Feb 2016 Denver - Economic Update
    18 Feb 2016 Orange County Breakfast Forum: DOL’s Retirement Income Initiative - DC Plan Lifetime Income Products
    27 Jan 2016 Online Webinar: The ESOP Exit Option – Benefits and Advantages
    21 Jan 2016 San Francisco Chapter - Legislative Update
    21 Jan 2016 Orange County: The 8th Annual ABCs of Pension Plans
    14 Jan 2016 Orange County Breakfast Forum: Plan Audit Quality - Top DOL Initiative!
    13 Jan 2016 Portland Chapter - The Secret to a Happier, More Productive Workplac
    12 Jan 2016 Denver Chapter - Executive Compensation Trends in Public and Private Companies
    10 Dec 2015 Portland Chapter - Network Event/Holiday Social
    10 Dec 2015 Portland Chapter - Networking Event
    10 Dec 2015 Phoenix Chapter - Yes, Virginia, there is a Cyber Clause! Data Privacy and Security Topics for Employee Benefit Plans
    10 Dec 2015 ONLINE WEBINAR: Ethics for TPAs and Other Professionals
    09 Dec 2015 Boise Chapter - Getting Prepared For An Audit
    08 Dec 2015 Denver Chapter - December Luncheon: Exposed: Tragedy and Triumph in Mountain Climbing
    19 Nov 2015 Orange County Breakfast Forum: Best Behavioral Practices To Solve the DC Outcomes Crisis
    18 Nov 2015 Sacramento Chapter - Compliance Panel
    17 Nov 2015 Seattle Chapter - Revitalizing your benefit strategy – An innovation in retirement plan design
    11 Nov 2015 Portland Chapter - Half Day Health, Welfare & Benefits Symposium
    10 Nov 2015 San Francisco Chapter - Addressing Risk in Retirement Plans - Perspectives for Pension Plan Sponsors and 401(k) Plan Participants
    10 Nov 2015 Denver Chapter - ACA — Employer Reporting
    05 Nov 2015 Phoenix Chapter - Washington Update
    05 Nov 2015 Boise Chapter - Culture From the "Gut"
    03 Nov 2015 Portland Chapter - Half Day Health, Welfare & Benefits Symposium
    23 Oct 2015 Online Webinar: Welfare Plan Issues for Same-Sex Married Couples
    22 Oct 2015 San Diego Chapter - Mergers & Acquisitions and Multiple/Multi-Employer Plans
    21 Oct 2015 Sacramento Chapter - Cash Balance Basics
    21 Oct 2015 Portland Chapter - Affordable Care Act Update, Panel Discussion
    20 Oct 2015 Seattle Chapter - October Meeting
    23 Sep 2015 Phoenix Chapter - Seminar On Demand: Cash Balance Plans: Interest Crediting Rates Explained
    23 Sep 2015 Los Angeles Chapter - Fall Conference - Be Informed, Be Strategic, and Be Connected
    22 Sep 2015 Online Webinar: Pension De-Risking – Where Do We Stand Now?
    17 Sep 2015 Denver Chapter - Members Networking Event: Eddie Merlot's
    17 Sep 2015 Orange County Breakfast Forum: The Supreme Court’s Decision in Tibble v. Edison International
    16 Sep 2015 Sacramento Chapter - Annual Social Event!
    16 Sep 2015 Phoenix Chapter - Prohibited Transactions: Who, What, Why, & Why Not
    15 Sep 2015 San Francisco Chapter - Chapter Meeting
    15 Sep 2015 San Diego Chapter - Risk Management for Retirement Benefits Professionals
    15 Sep 2015 Seattle - Congress and Employee Benefits Activity: Update and Outlook
    08 Sep 2015 Denver Chapter - Ethics and Professionalism in Employee Benefits
    25 Jun 2015 Denver Chapter: 1st Annual Members Only Signature Event: Networking Program and Rockies Game
    09 Jun 2015 Online Webinar: Health Plans and Beyond
    02 Jun 2015 San Francisco - Field Trip - Wells Fargo History Museum
    20 May 2015 Online Webinar: ERISA in the Courts: Developments in Fiduciary Litigation
    20 May 2015 2015 Capital Forum on Pensions
    19 May 2015 Orange County Breakfast Forum: The New Proposed Fiduciary Conflict of Interest Rule - How Will It Affect Financial Advisors?
    15 May 2015 Salt Lake City - 2015 Spring Seminar
    14 May 2015 San Diego - Seminars on Demand: Ethics
    13 May 2015 San Francisco - WP&BC San Francisco 2015 Spring Conference
    29 Apr 2015 Online Webinar: Cybersecurity: Is Your Sensitive Data Protected?
    22 Apr 2015 Seattle - The 2015 Spring Seminar! Thriving on Change
    21 Apr 2015 San Diego - Does your Employee Benefit Plan benefit more Employees than you thought it did?
    21 Apr 2015 Denver Chapter - 2015 Denver Benefits Summit
    16 Apr 2015 Orange County Breakfast Forum: IRS's Voluntary Closing Agreement Program -- When EPCRS Just Isn't Good Enough
    01 Apr 2015 Fiduciary Education with with the Department of Labor (DOL)
    25 Mar 2015 San Francisco - SILICON VALLEY SPRING CONFERENCE
    19 Mar 2015 San Francisco - Chapter Meeting
    19 Mar 2015 Orange County Breakfast Forum: ERISA Litigation Update 2015 - Order in the Court!
    18 Mar 2015 Online Webinar: Voluntary Fiduciary Correction Program (VFCP) with the DOL
    17 Mar 2015 Seattle - The Interaction of Employer-Provided Health Plans with Marketplace Coverage, COBRA and Medicare
    11 Mar 2015 Portland - Regulatory Update - DC, DB & HW Plans
    11 Mar 2015 Phoenix - Seminar On Demand: Washington Update: "What You Need to Know"
    10 Mar 2015 Denver - Winning Strategies for Collecting Social Security Benefits
    06 Mar 2015 Orange County Technical Lunch Forum: FEE DISCLOSURE: Issues, Solutions & Opportunities
    02 Mar 2015 Phoenix - Update on ERISA Litigation presented by R. Bradford Huss of Trucker Huss, APC
    25 Feb 2015 San Francisco - Field Trip - Wells Fargo History Museum
    25 Feb 2015 Fiduciary Education with the Department of Labor (DOL)
    17 Feb 2015 San Diego - Health & Welfare
    17 Feb 2015 Seattle - Monthly Meeting
    12 Feb 2015 Orange County Breakfast Forum: Investments 101 - Understanding Retirement Plan Investments
    10 Feb 2015 Denver - Economic Update
    05 Feb 2015 Phoenix - Economic Update presented by Dean Martin
    04 Feb 2015 Online Webinar: Nondiscrimination Testing in DC Plans – Beyond the Basics
    28 Jan 2015 Portland - Retirement Plan Symposium
    21 Jan 2015 Los Angeles - How to Position Your Benefit Plans in 2015
    20 Jan 2015 San Diego - January Lunch Meeting: ERISA Litigation & Washington Update
    20 Jan 2015 Orange County Breakfast Forum: Avoiding Common Pitfalls in the Plan Restatement Process
    20 Jan 2015 Seattle - Monthly Meeting
    15 Jan 2015 Orange County: The 7th Annual ABCs of Pension Plans
    14 Jan 2015 San Francisco - Chapter Meeting
    14 Jan 2015 Boise - Capital Markets Update: 2014 Review
    14 Jan 2015 Portland - Retirement Plan Symposium
    14 Jan 2015 Sacramento - Health Care Reform Update
    13 Jan 2015 Denver - Employee Benefit Issues in Mergers & Acquisitions
    08 Jan 2015 Phoenix - Update on ERISA Litigation presented by R. Bradford Huss of Trucker Huss, APC
    10 Dec 2014 ONLINE WEBINAR: Ethics for TPAs and Other Professionals
    09 Dec 2014 Denver - December Luncheon: A Celebration of 50 Years of Colorado Wilderness
    21 Nov 2014 Salt Lake City - Retirement Plan Audits – Why Employers Don’t Want to “Stand Out in the Crowd"
    20 Nov 2014 Orange County Breakfast Forum: Excessive Fee Litigation - From the Plaintiff's Point of View
    20 Nov 2014 Seattle - Monthly Meeting
    19 Nov 2014 Denver - Members-Only Specialty Session: Short-term and Long-term Incentive Plan Design and Related Issues
    19 Nov 2014 Boise - An Employer's Guide to Same-Sex Marriage
    18 Nov 2014 San Diego - November Lunch Meeting: Come out and hear what's new with the IRS
    18 Nov 2014 Los Angeles - Internal Controls, Best Practices for the Plan Committee and Top Audit Issues
    18 Nov 2014 Seattle - Monthly Meeting
    18 Nov 2014 Seattle - Monthly Meeting
    18 Nov 2014 Phoenix - Seminar On Demand: Recently Passed Defined Benefit Regulations and the Impact on Cash Balance Plans
    13 Nov 2014 Online Webinar: The Current State of the LTCi Industry
    12 Nov 2014 Portland - Affordable Care Act Update, presented by Christine Moehl
    11 Nov 2014 Denver - An Analysis of Investor Behavior
    06 Nov 2014 Phoenix - Monthly Luncheon - Benefits and ERISA: Washington Update presented by Ron Triche, Director of Government Affairs for ASPPA
    05 Nov 2014 Sacramento - Will the DOL be Knocking at YOUR Client’s Door?
    05 Nov 2014 San Francisco - Industry Perspectives: A Discussion with Service Providers
    29 Oct 2014 Online Webinar: Roth Accounts and Conversions - Trick or Treat?
    23 Oct 2014 San Diego - Greater Tax Savings Using Cash Balance Plans
    21 Oct 2014 Seattle - Monthly Meeting
    16 Oct 2014 Orange County Breakfast Forum: Benchmarking Service Provider Fees and Services
    14 Oct 2014 Denver - Practical PPACA
    02 Oct 2014 Phoenix - Monthly Luncheon - What Employers and Advisors need to know NOW about Health Care Reform
    30 Sep 2014 Seattle - Member Appreciation Networking Event
    25 Sep 2014 Sacramento - Kickoff Social Event!
    19 Sep 2014 Salt Lake City - Lunch Meeting: Legal Update: You Can’t Do That Anymore
    18 Sep 2014 San Diego - From a TRUSTED SOURCE - The Department of Labor's VFCP, Abandoned Plans and Enforcement Programs
    18 Sep 2014 Boise - The Dogged Dogmas: Five Common Management Practices Dispelled by New Research
    18 Sep 2014 Orange County Breakfast Forum: Washington Update: Legislation and Regulation Changes in Retirement Plans
    16 Sep 2014 San Francisco - McNuggets: A Quick Glance at Voluntary Correction Programs (VCPs); Next Generation Communications; and Recent Happenings with the IRS and DOL
    16 Sep 2014 San Francisco - Silicon Valley Fall Conference Gearing Up for 2015
    27 Jul 2014 2014 Western Benefits Conference
    15 May 2014 Orange County Breakfast Forum: Breakfast Forum: Fiduciary Definition Guidance
    13 May 2014 Denver - Maximizing Employer Contributions – Cash Balance and Other Defined Benefit Plan Designs
    13 May 2014 Boise - 2nd Annual WP&BC Boise Spring Seminar
    06 May 2014 Portland - Spring Seminar - Going for Gold
    30 Apr 2014 Online Webinar: IRS Webinar for Retirement Plans
    25 Apr 2014 San Francisco - WP&BC SF "Field Trip" Peet's Coffee & Tea Emeryville
    23 Apr 2014 Portland - Member Appreciation Night
    23 Apr 2014 Seattle - Spring Seminar! Benefits Journey: Fundamentals to Expertise
    22 Apr 2014 San Diego - April Lunch Meeting: Washington Update
    22 Apr 2014 WP&BC Denver Chapter - 2014 Denver Benefits Summit
    17 Apr 2014 Phoenix - Monthly Luncheon: Driving Smarter Participant Decisions presented by Stuart L. Ritter, Senior Financial Planner of T. Rowe Price Associates, Inc.
    17 Apr 2014 Orange County Breakfast Forum: Avoiding Common Audit Pitfalls
    07 Apr 2014 San Francisco - Chapter Meeting with The Commonwealth Club
    25 Mar 2014 Online Webinar: Behavioral Perspectives in Plan Design Consultation: Change the Retirement Futures of Employees & Help Plan Sponsors Pass Their Tests!
    20 Mar 2014 Phoenix - Current Issues for Retirement Plan, Plan Sponsor Views and Expecteed Action in 2014" presented by Thomas A. Swain of BPS&M, LLC
    11 Mar 2014 San Francisco - McNuggets: Several Current Topics to be Presented
    11 Mar 2014 Denver - Executive Compensation: Nonqualified Plans and Incentive Arrangements
    21 Feb 2014 Salt Lake City - Ethical Leadership
    20 Feb 2014 Phoenix - Monthly Luncheon: Can an Exchange Strategy Provide the "Win-Win" for Employers and their Participants?
    20 Feb 2014 Orange County Breakfast Forum: ERISA Litigation
    18 Feb 2014 San Diego - February Lunch Meeting: Surviving DOL Service Provider Investigations
    11 Feb 2014 Denver - 2014 Economic Update
    05 Feb 2014 Orange County: Technical Lunch Forum: ASPPA Regional Conference Roundtable
    30 Jan 2014 Sacramento - An Update on Health Care Reform: Strategies for Compliance!
    28 Jan 2014 Denver - Speciality Session: In-plan Roth Rollovers and Transfers
    22 Jan 2014 San Francisco - Washington & Regulatory Update
    21 Jan 2014 San Diego - Ethics
    21 Jan 2014 Orange County Breakfast Forum: DOL Confidential
    21 Jan 2014 Seattle - Monthly Meeting - Empowering Employees to Shop for Healthcare Services
    14 Jan 2014 Phoenix - Economic Update
    14 Jan 2014 Denver - The Great Target Date Debate – To Versus Through Philosophies
    18 Dec 2013 ONLINE WEBINAR: Ethical Issues for Practitioners
    12 Dec 2013 Phoenix - Hiring, Firing and Monitoring 401(k) Service Providers
    11 Dec 2013 Portland -Brown Bag Session: Current Developments in Pension & Benefits
    11 Dec 2013 San Diego - Seminar on Demand: DB/DC Plan Design and Compliance
    10 Dec 2013 Denver - Don’t Wait Until Retirement to Live a Life of Interest
    21 Nov 2013 Phoenix - Benefits and ERISA: Washington Update
    21 Nov 2013 Orange County - Breakfast Forum: Target Date Fund Guidance
    19 Nov 2013 San Diego - ERISA Litigation
    19 Nov 2013 ONLINE WEBINAR: THE IMPACT OF DOMA
    19 Nov 2013 Seattle - Monthly Meeting - Making ACOs work for large employers
    15 Nov 2013 Salt Lake City - Tales From the 403(b) Battlefield
    13 Nov 2013 Orange County: Technical Lunch Forum: Distributions, Loans and Un-Cashed Checks
    13 Nov 2013 Portland - Pension & Retirement Symposium
    12 Nov 2013 San Francisco - Health & Welfare Benefits: PPACA Panel Discussion
    12 Nov 2013 Denver - How the Supreme Court's Decision on DOMA Affects Employee Benefits for Same-Sex Spouses
    12 Nov 2013 Boise - Evaluating the Reasonableness of Plan Fees in Light of New Disclosures
    05 Nov 2013 ONLINE WEBINAR: DOL Investigation Triggers and Targeting Techniques
    04 Nov 2013 Portland - Heath, Welfare And Benefits Emphasis
    22 Oct 2013 San Diego - October Lunch Meeting: Economic Update
    17 Oct 2013 Phoenix - DOL Confidential - Understanding Retirement Plan Investigations
    17 Oct 2013 Orange County Breakfast Forum: Breakfast Forum: EPCRS Corrections Workshop
    09 Oct 2013 Portland - Brown Bag Session on Actuarial Topic
    02 Oct 2013 San Francisco - Chapter Meeting
    24 Sep 2013 Boise - Overview of the Voluntary Fiduciary Compliance Program (VFCP)
    20 Sep 2013 Salt Lake City- Chapter Meeting
    19 Sep 2013 Phoenix - A Dozen Different Distractions
    18 Sep 2013 Orange County Breakfast Forum: Legislative and Regulatory Update with Stephen Forbes
    17 Sep 2013 San Diego - DOMA Decision Details, Directives, and Discussion
    17 Sep 2013 SEATTLE - Monthly Meeting - Gamechange 2014: Preparing Your Health Plans for 2014
    10 Sep 2013 Denver - Chapter Meeting Lunch
    19 Jun 2013 Sacramento - 2013 Capital Forum on Pensions
    23 May 2013 Phoenix - Member Appreciation Event
    23 May 2013 Orange County - Breakfast Forum
    21 May 2013 Seattle - Monthly Meeting
    17 May 2013 Salt Lake City - Spring Seminar
    14 May 2013 Denver - Chapter Meeting Lunch
    09 May 2013 Phoenix - 2013 Spring Conference
    08 May 2013 Orange County - Webinar: Circular 230 Overviews
    01 May 2013 Portland-Spring Seminar-The Perfect Storm is Upon Us
    23 Apr 2013 Seattle - The 2013 Spring Seminar
    23 Apr 2013 Denver - ERISA Update
    18 Apr 2013 Phoenix - Employee Benefits for Same-Sex Married Spouses and Domestic Partners
    18 Apr 2013 Phoenix - Employee Benefits for Same-Sex Married Spouses and Domestic Partners
    18 Apr 2013 Orange County - Breakfast Forum - Participant Behavior and What It Means to Maximizing Retirement
    16 Apr 2013 San Diego - April Lunch Meeting
    28 Mar 2013 San Diego - Webinar: Multiple Employer Plans
    21 Mar 2013 Phoenix - EPCRS Panel Discussion
    21 Mar 2013 Orange County - ERISA Litigation Update 2012/2013
    20 Mar 2013 Portland-Post-Reform Healthcare Systems: Corporate and Private Exchange Options
    20 Mar 2013 ONLINE WEBINAR: Prescription Drug Management (PBM) Transparency: Fact or Fiction?
    19 Mar 2013 Seattle - Private Exchanges: Two Leading and Innovative Approaches
    15 Mar 2013 Salt Lake City- Chapter Meeting
    13 Mar 2013 San Francisco - Pension Nuggets: A Quick Glance at Risk, Inflation & Audits
    12 Mar 2013 Denver - Chapter Meeting Lunch
    21 Feb 2013 Orange County-New EPCRS Procedures
    19 Feb 2013 San Diego-February Lunch Meeting-ERISA Litigation Update
    15 Feb 2013 Salt Lake City-Chapter Meeting
    13 Feb 2013 DENVER-Chapter Meeting Lunch
    13 Feb 2013 Portland-Target Date Funds
    12 Feb 2013 SEATTLE-Monthly Meeting
    05 Feb 2013 Orange County-Technical Lunch Forum
    29 Jan 2013 Orange County-Breakfast Forum
    23 Jan 2013 ONLINE WEBINAR- Cross-Testing with Charles Lockwood of ACSi-NIPA & ASPPA CEU's Available!
    18 Jan 2013 Salt Lake City-Chapter Meeting
    17 Jan 2013 PHOENIX-Monthly Luncheon- "Economic Update" presented by Jim Rounds of Elliott D. Pollack and Company
    16 Jan 2013 Boise-2012 Market Overview
    16 Jan 2013 Sacramento-Health Care Reform, Post Election Impacts
    15 Jan 2013 San Diego-January Lunch Meeting
    15 Jan 2013 SEATTLE-Monthly Meeting
    09 Jan 2013 Portland-The Language of Fees
    09 Jan 2013 DENVER-Chapter Meeting Lunch
    09 Jan 2013 Orange County-Full Day Seminar-The ABC's of Pension Law
    13 Dec 2012 Boise-Sophisticated Investments in a 401(k) Plan
    12 Dec 2012 PHOENIX-A Peek inside; Participant behavior and what it means to maximize retirement.
    12 Dec 2012 Portland-Post-Election Positioning in the Economy and Markets
    11 Dec 2012 DENVER-Lunch Meeting-Under the Influence of Stress
    27 Nov 2012 SEATTLE-Monthly Meeting-Income For Life: Hyperbole, Realities, Hopes and Outcomes
    15 Nov 2012 Orange County-Breakfast Forum-TBA
    14 Nov 2012 San Francisco-An Emerging Concern: CyberCrime and the Employee Retirement Plan
    14 Nov 2012 ONLINE WEBINAR-Fee Disclosures...Now What? with James C. Paul, J.D., NIPA & ASPPA CEU's Available!
    14 Nov 2012 Portland- Prescription Drug Management (PBM) Transparency: Fact or Fiction?
    19 Oct 2012 Salt Lake City-Things I Know Now As A Lawyer ... That I Wish I Knew Then As An Administrator
    18 Oct 2012 Orange County-Breakfast Forum: Service Provider and Participant Fee Disclosures
    17 Oct 2012 Sacramento-When Do Retirement Plan Investments Generate Taxable Income? Avoiding Unpleasant Surprises.
    16 Oct 2012 San Diego-Economic Outlook and the Impact of the Upcoming Presidential Election.
    16 Oct 2012 SEATTLE-Reforming Company Health with Consumerism and Health Management
    10 Oct 2012 Portland- Five Tips to Survive the Overwired World
    09 Oct 2012 Boise-Group Benefits Collide with Timeless Motivational Theories
    27 Sep 2012 DENVER-Annual Networking Event
    27 Sep 2012 DENVER-"Employer Group Health Care for 2013 and Beyond."
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