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Tuesday, November 19, 2024
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2025 Enforcement Projects and Priorities
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Tuesday, October 22, 2024
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Ethics for Trusted Advisors
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Tuesday, September 24, 2024
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DC Plans: 2024 Update and Hot Topics for 2025
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Tuesday, April 16, 2024
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Court is Now in Session! ERISA Litigation Update 2023/2024
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Tuesday, March 19, 2024
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An Introduction to ESOPs
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Tuesday, February 20, 2024
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DOL, Audits & Enforcement
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Tuesday, January 16, 2024
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Mergers, Acquisitions, Divestitures (MAD) and 401(k) Plans
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Tuesday, November 28, 2023
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Top DC Trends and Developments
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Tuesday, October 17, 2023
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SECURE 2.0 Highlights
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Tuesday, April 25, 2023
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QDROs From an Administrative Perspective
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Thursday, March 30, 2023
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Membership Appreciation and Ethics!
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Tuesday, February 28, 2023
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ROBS (Rollover Business Start-up): Plan Fundamentals and Compliance Challenges
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Tuesday, January 24, 2023
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It's Accrual World: ERISA Audit Update
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Tuesday, November 29, 2022
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Nonqualified Benefit Plans – How Can Advisors Help
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Tuesday, October 25, 2022
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Out of the Box: Creative Ways to Attract & Retain Top Talent in 2022
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Tuesday, September 27, 2022
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Benefits Hot Topics
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Thursday, August 18, 2022
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Membership Drive Happy Hour
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Tuesday, April 19, 2022
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Changing Audit Standards for Employee Benefit Plan Audits
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Thursday, February 17, 2022
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Capitol Hill Update: Proposed Changes to Benefits Law
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Tuesday, January 18, 2022
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ERISA Benefit Claim Procedure and Litigation - Best Practices and Strategy to Avoid Potential Pitfalls
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Tuesday, November 30, 2021
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Benefits and Compensation Issues in Mergers and Acquisitions: Nuts and Bolts
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Thursday, October 28, 2021
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Plaintiff Proof Your Cycle 3 DC Plan: Using the Restatement Process to Mitigate Risks
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Tuesday, September 21, 2021
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The DOL’s Terminating Vested Participant Project
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Tuesday, June 22, 2021
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Membership Appreciation Event: Ethics!
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Tuesday, May 18, 2021
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Goodbye Limited Scope Audits and Hello ERISA Section 103(a)(3)(c) Audits!
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Tuesday, April 20, 2021
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Hybrid Plans: Variable Annuity Pension Plans
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Tuesday, February 16, 2021
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Partial Plan Terminations After COVID-19 - What Employers Need to Do By March 31, 2021
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Thursday, January 21, 2021
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CARES Act & Other COVID Legislation
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Thursday, November 19, 2020
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Power Your Practice with Financial Wellness and Retirement Income Trends and Preferences
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Thursday, October 22, 2020
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Retirement Plan Alternatives for Small Plan Sponsors: CalSavers, or Pooled Employer Plans - Which is the Best Alternative?
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Monday, October 19, 2020
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Membership Event - Virtual Happy Hour and Game Night!
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Thursday, September 17, 2020
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September Webinar: Retirement Policy in a Pandemic Way More Than Six Feet Apart!
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Thursday, May 14, 2020
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May Webinar: Understanding the Ethics System
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Tuesday, April 21, 2020
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April Webinar: Recent Developments in Legislation
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Thursday, March 19, 2020
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Breakfast with Benefits: CalSavers Understanding the Program and the Options Available
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Tuesday, February 18, 2020
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February Lunch Meeting: VCP and Walk-In Cap, Correcting Plan Errors
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Tuesday, January 21, 2020
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January Lunch Meeting: Pandora's Box - The Plan's Definition of Compensation
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Thursday, November 21, 2019
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November Lunch Meeting: Navigating the Distribution Correction Minefield
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Tuesday, October 15, 2019
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October Lunch Meeting: Playing Well with Others in the Retirement Plan M&A Sandbox
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Thursday, September 19, 2019
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September Lunch Meeting: What to Expect in an EBSA Investigation for Pension Plans
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Thursday, May 16, 2019
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Membership Appreciation Event and Cybersecurity!
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Tuesday, April 16, 2019
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April Lunch Meeting: A Dive Into Distributions
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Tuesday, March 26, 2019
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Practical Privacy – Is Employee Information Secure and Private?
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Tuesday, February 19, 2019
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February Lunch Meeting: Looking Back to Look Forward: Recent ERISA Cases and What They Portend for 2019
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Wednesday, January 16, 2019
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January Lunch Meeting: Department of Labor Update - Keeping Current
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Wednesday, November 14, 2018
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November Lunch Meeting: Fiduciary Breach and Arbitration Agreements: Lessons Learned from Munro v. USC
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Tuesday, October 16, 2018
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October Lunch Meeting: The Trends and Complexities of Fee Equalization – What Every Pension Professional Should Know
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Tuesday, September 18, 2018
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September Lunch Meeting - Even Fiduciaries Make Mistakes: How the DOL Voluntary Fiduciary Correction Program Can Help
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Thursday, May 24, 2018
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Membership Appreciation Event with Ethics!
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Wednesday, April 18, 2018
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I’ll See You In Court! ERISA Litigation Update 2017/2018
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Friday, March 16, 2018
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Breakfast with Benefits: Nightmare on TPA Street - Real Life EPCRS Case Studies You Just Can’t Make Up!
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Tuesday, February 20, 2018
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Cybersecurity – Retirement is not an Option: A Primer on Cybersecurity and Compliance
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Tuesday, January 16, 2018
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Fiduciary Responsibility: Case Studies, Questions and Answers
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Tuesday, November 21, 2017
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Deferred Compensation: Integration with Qualified Plans, Administration and Mergers & Acquisitions
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Tuesday, October 17, 2017
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Your 401(k) is NOT Okay: VCP Corrections for Incorrect Definition of Compensation and Other VCP Trends
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Tuesday, September 19, 2017
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September Lunch Meeting: What We Need to Know About the Ever-Changing DOL Fiduciary Rule: The Essentials
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Wednesday, June 21, 2017
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Breakfast with Benefits: Healthcare Laws and Fiduciary Education
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Tuesday, April 18, 2017
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April Lunch Meeting: Due Diligence When Replacing Plan Vendors
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Tuesday, March 21, 2017
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March Lunch Meeting: DB/DC Plan Design and Compliance
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Tuesday, January 17, 2017
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January Lunch Meeting: An Economic Update for a New Year
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Tuesday, November 15, 2016
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November Lunch Meeting: Best Practices for Plan Takeovers and Asset Conversions
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Tuesday, October 18, 2016
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October Lunch Meeting: What to Expect in an EBSA Investigation
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Tuesday, September 20, 2016
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September Lunch Meeting: Fiduciary Rule Update and Defending a DOL Audit
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Tuesday, July 19, 2016
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2016 Western Benefits Conference
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Friday, June 03, 2016
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Membership Appreciation Event
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Tuesday, May 17, 2016
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On Demand Seminar: Financial Statement Audits of Employee Benefit Plans: A Survival Guide
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Tuesday, April 19, 2016
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April Lunch Meeting: A Panel of Leaders Share Their Perspective
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Thursday, March 24, 2016
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On Demand Seminar: Advocating for the Elderly: An Examination of Evolving Issues in Elder Care
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Tuesday, February 16, 2016
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February Lunch Meeting: Mergers & Acquisitions and Multiple/Multi-Employer Plans
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Tuesday, January 19, 2016
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January Lunch Meeting: Government Reorganizations and Priorities for 2016: What are the focuses of the Internal Revenue Service and Department of Labor and what you need to be doing or advising your client to be doing?
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Tuesday, November 17, 2015
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November Lunch Meeting: Missing and Non-Responsive Participants: "The Impact of Terminated Employees"
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Wednesday, November 04, 2015
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On Demand Seminar: Employer Shared Responsibility and the ACA
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Thursday, October 22, 2015
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October Lunch Meeting: Getting It Right – Know Your Fiduciary Responsibilities
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Tuesday, September 15, 2015
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September Lunch Meeting: Risk Management for Retirement Benefits Professionals
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Thursday, May 14, 2015
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Seminars on Demand: An Evening of Ethics
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Tuesday, April 21, 2015
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April Lunch Meeting: Application of the Controlled Group Rules
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Thursday, March 26, 2015
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Seminars on Demand: The Dos and Don'ts of Qualified Domestic Relations Orders
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Tuesday, February 17, 2015
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February Lunch Meeting: Health & Welfare
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Tuesday, January 20, 2015
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January Lunch Meeting: ERISA in the Courts: Developments in Fiduciary Litigation
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Tuesday, December 09, 2014
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Seminars on Demand: Winter 2014
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Tuesday, November 18, 2014
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November Lunch Meeting: Come out and hear what's new with the IRS
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Thursday, October 23, 2014
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October Lunch Meeting: Greater Tax Savings using Cash Balance Plans 2014
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Tuesday, September 16, 2014
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September Lunch Meeting: From a TRUSTED SOURCE - The Department of Labor's VFCP, Abandoned Plans and Enforcement Programs
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Tuesday, April 22, 2014
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April Lunch Meeting: You've Been Served! ERISA Litigation Update 2013/2014
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Thursday, April 03, 2014
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Webinar: Tips for Handling Missing Participants, Uncashed Checks & Plan Loans
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Tuesday, February 18, 2014
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February Lunch Meeting: Surviving DOL Service Provider Investigations
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Tuesday, January 21, 2014
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January Lunch Meeting: Ethics for Benefits Professionals
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Wednesday, December 11, 2013
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Seminar on Demand: DB/DC Plan Design and Compliance
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Tuesday, November 19, 2013
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November Lunch Meeting: ERISA Litigation
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Tuesday, October 22, 2013
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October Lunch Meeting: An Economic Update - Growth or Chaos?
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Tuesday, September 17, 2013
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September Lunch Meeting
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Wednesday, May 08, 2013
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Webinar: Circular 230 Overview
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Tuesday, April 16, 2013
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April Lunch Meeting
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Thursday, March 28, 2013
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Webinar: Multiple Employer Plans
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Tuesday, February 19, 2013
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February Lunch Meeting
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Tuesday, January 15, 2013
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January Lunch Meeting
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Tuesday, November 13, 2012
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November Lunch Meeting
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Tuesday, October 16, 2012
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October Lunch Meeting
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Tuesday, September 18, 2012
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September Lunch Meeting
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