Western Pension & Benefits Council - San Diego的封面图片
Western Pension & Benefits Council - San Diego

Western Pension & Benefits Council - San Diego

商务咨询服务

San Diego,CA 159 位关注者

The SD Chapter of the WP&BC promotes an exchange of information and ideas among Employee Benefits Professionals

关于我们

The San Diego Chapter of the Western Pension & Benefits Council promotes an exchange of information and ideas among employee benefits professionals. Our members include ERISA attorneys, CPAs, third party administrators, investment industry benefits specialists, financial advisors, actuaries, benefits consultants and plan sponsors’ in-house benefits professionals. Through the scheduled meetings and webinar presentations and periodic technical lunch forums, the San Diego Chapter provides a forum for dialogue between its members. These meetings encourage full audience participation and exchange of practical solutions to technical issues. Benefit professionals lead the meetings, with an emphasis on topics reflecting current benefit trends and regulatory guidance.

网站
https://www.wpbcsandiego.org/
所属行业
商务咨询服务
规模
1 人
总部
San Diego,CA
类型
非营利机构
创立
1983
领域
Employee Benefits, ERISA Law, ERISA Retirement Plans

地点

Western Pension & Benefits Council - San Diego员工

动态

  • We are very thankful to have such a great Topic and speaker to kick of our 2024 year. Please Join us!

    查看Boutwell Fay LLP的组织主页

    179 位关注者

    ??? Please join us on Tuesday, September 24th! Sherrie Boutwell will be speaking about "DC Plans: 2024 Update and Hot Topics for 2025" at the Western Pension & Benefits Council - San Diego Chapter Meeting. She will be covering the latest "hot" topics, including: ?? Secure 2.0 – where are we? ?? MEPS, PEPS, and GoPs ?? Forfeitures ?? Other “hot” topics Register today! https://lnkd.in/g4YxW-S5 #WesternBenefitsConference #WPBC #WPBCSanDiego #ERISA #EmployeeBenefits #BoutwellFay #SanDiego Sherrie Boutwell, Alison Fay, Richard Luna, Katrina Veldkamp, Esq., Evan Giller, Deborah Fabricant

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  • We are very happy to announce that we will continue meeting at the offices of Pillsbury Winthrop located at 11682 El Camino Real,?Suite 200?| San Diego, CA 92130-2092! We hope you have found this location to be comfortable and convenient. Parking is free! We have a spectacular line up of speakers.?Some of the top professionals in the pension benefits arena will present on topics that are important and relevant to a pension professional like yourself. The time to renew your 2024-2025 membership is now! Our first lunch meeting will be held on?Tuesday,?September 24th?at the offices of Pillsbury Winthrop.?Sherrie Boutwell, Boutwell Fay, will present on DC Plans: 2024 Update and Hot Topics for 2025.? If you are not a member, we are writing to personally invite you to become a member of our great organization. As a member of the Western Pension & Benefits Council, San Diego Chapter, you receive the resources needed to keep you up-to-date in the retirement plan industry. Our sole purpose is to provide education, information, and foster sound principles of benefit plan governance to our membership within the employee benefits industry. Our guest speakers are well known and respected in the employee benefits field and gladly share their knowledge and experience so you can better serve your clients.?? The advantages of membership are: 6 monthly luncheon meetings?featuring?locally and nationally renowned speakers. Meetings will be held on the third Tuesday of the month, except for September and November. Monthly Meetings September 24, 2024 October 15, 2024 November 19, 2024 January 21, 2025 February 18, 2025 April 15, 2025 Continuing Education credits for MCLE, ASPPA, NIPA, CPA, ERPA and JBEA Bring a Plan Sponsor Guest to our lunch meetings for free (some restrictions apply) Membership Appreciation Event Reduced pricing for on-going WP&BC Governing Board Webinars Reduced registration fees and hotel rates to attend the Western Benefits Conference Excellent opportunity to meet or reconnect with other benefits professionals in our community Monthly gift card drawing at each meeting Membership dues for 2024-2025 are: Prepaid:??????????$350?(includes all lunch meetings) Pay As You Go:???????$150 initial membership and?$65?per?meeting *Registration for each meeting is still required To become a member, go to www.wpbcsandiego.org.?Select “Membership” from the menu and choose your level of membership.?If you need any assistance with this process, please contact our Chapter Administrator, Lori Mason, at (619)405-3874 or [email protected].

  • Chapter Members - The 2024 Western Benefits Conference is taking place next month, September 26-27 in San Francisco. An exciting line-up of speakers (including government speakers, plan sponsors, and industry leaders) has been planned. Space is becoming limited at the host hotel (the Mark Hopkins Intercontinental on Nob Hill), so you are encouraged to register as soon as possible. This promises to be a terrific event. Details and a registration link are below. 2024 Western Benefits Conference 2024 Western Benefits Conference Website Member Rate - $525 Non-member Rate - $750 The 2024 Western Benefits Conference is set for September 26-27, at the Mark Hopkins InterContinental in San Francisco, CA. Check out the Mark Hopkins InterContinental Thursday, September 26 10:00am - 11:00am Check In 11:00am - 12:00pm IRS Update Panel Eric Slack, Director of IRS Employee Plans Tax Exempt & Government Entities, Director of Employee Plans Internal Revenue Service (IRS) Lou Leslie, Technical Advisor to the Director, Employee Plans Internal Revenue Service (IRS) 12:00pm - 12:30pm Sponsored Food Break 12:30pm - 1:30pm Litigation Update/Fiduciary Rule Brad Huss, Partner Trucker Huss Kirsten Scott, Partner Renaker Scott 1:30pm - 1:45pm Break 1:45pm - 2:45pm AI/Cybersecurity Stephanie Aliaga, Global Market Strategist JP Morgan Asset Management 2:45pm - 3:15pm Sponsored Food Break 3:15pm - 4:15pm Plan Sponsor Panel Grace Chen, Assistant General Counsel Genentech Archie Ford, Senior Benefits Program Manager Reddit Scott Knowles, Senior Manager, Global Benefits Cisco Systems 5:00pm - 7:00pm Reception Sponsored by Gallagher & Trucker Huss Sincerely,

  • Court is Now in Session! ERISA Litigation Update 2023/2024 Meeting description:? Litigation is expensive and time-consuming, but the parties often leave the courthouse with hard-won lessons for the future (and lighter wallets). Fortunately for us, the spectators, the experiences reflected in the pages of the Federal Reporter are available for all to see, and we can use the cautionary tales they tell to minimize the risks to our clients – and ourselves – as we navigate the complex and evolving legal requirements that apply to employee benefit plans and the people who work with them. ERISA has been fertile ground for litigation for years, and 2023 did not mark a change in that regard. The Supreme Court is considering major changes to the operation of Federal agencies – including the IRS, DOL, PBGC, and HHS – and these changes may substantially impact how future guidance is developed. The Court is also facing some of the consequences of its Dobbs decision, and the direction it takes is likely to further impact health plans and their sponsors. The lower courts are fully in on the action as well, dealing with developing fee and cost claims for both retirement and health plans, changing what we thought we knew about prohibited transactions, investment governance and fiduciary responsibility, ERISA preemption, and worker classification, among many other things. Hope you didn’t have any vacations planned this year! To keep you up-to-date about developments in the courts during 2023 and to give you a preview of coming attractions in 2024, we will discuss these and other emerging ERISA litigation issues for plan sponsors, fiduciaries, and vendors. Come join us as we learn from the mistakes of others and discover a few new ways to help our clients avoid ending up on the wrong side of the “versus” in a case caption About our?speaker:? Timothy G. Verrall is a shareholder in the Houston office of Ogletree Deakins where he advises a diverse range of clients on a wide variety of employee benefit plan issues arising under ERISA, the Internal Revenue Code, and related federal and state laws including employee benefit plan design and administration, executive and incentive compensation, controversies and litigation, plan investments and health care privacy. Tim is a past president of the Orange County Chapter of the Western Pension & Benefits Conference and is a frequent speaker on employee benefits topics for industry organizations. Date: Tuesday, April 16th?(registration deadline: April 12th) Speaker: Tim Verrall, Ogletree Deakins Networking: 11:30 to Noon Program: Noon to 1 pm ?Location: Pillsbury 11682 El Camino Real,?Suite 200?| San Diego, CA 92130-2092 Meeting Fees: Pay As You Go Member $65//Non-Members $75// ? Prepaid Members no charge, but a reservation is still required?

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