Upcoming events

    • Thursday, November 21, 2019
    • 11:30 AM - 1:00 PM (PST)
    • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108
    Registration is closed

    Please join us for Navigating the Distribution Correction Minefield, presented by Stephen Forbes. Topics covered in this presentation include:


    • Required minimum distribution failures – three correction options
    • Overpayment 
    • Underpayment 
    • Failure to provide the proper distribution notice 
    • Failure to obtain participant/spousal consent for a distribution 
    • Delayed distributions 
    • Distribution prior to a distributable event (too early) 
    • Discriminatory availability of a distribution option 
    • Prohibited discretion over distribution options 
    • Rollovers vs. Transfers 
    • Required distributions 
    This lunch meeting will be held at the DoubleTree Hotel, 7450 Hazard Center Drive, San Diego, California 92108. Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m. 

    The reservation deadline for the meeting is Friday, November 15th.


Past events

Tuesday, October 15, 2019 October Lunch Meeting: Playing Well with Others in the Retirement Plan M&A Sandbox
Thursday, September 19, 2019 September Lunch Meeting: What to Expect in an EBSA Investigation for Pension Plans
Thursday, May 16, 2019 Membership Appreciation Event and Cybersecurity!
Tuesday, April 16, 2019 April Lunch Meeting: A Dive Into Distributions
Tuesday, March 26, 2019 Practical Privacy – Is Employee Information Secure and Private?
Tuesday, February 19, 2019 February Lunch Meeting: Looking Back to Look Forward: Recent ERISA Cases and What They Portend for 2019
Wednesday, January 16, 2019 January Lunch Meeting: Department of Labor Update - Keeping Current
Wednesday, November 14, 2018 November Lunch Meeting: Fiduciary Breach and Arbitration Agreements: Lessons Learned from Munro v. USC
Tuesday, October 16, 2018 October Lunch Meeting: The Trends and Complexities of Fee Equalization – What Every Pension Professional Should Know
Tuesday, September 18, 2018 September Lunch Meeting - Even Fiduciaries Make Mistakes: How the DOL Voluntary Fiduciary Correction Program Can Help
Thursday, May 24, 2018 Membership Appreciation Event with Ethics!
Wednesday, April 18, 2018 I’ll See You In Court! ERISA Litigation Update 2017/2018
Friday, March 16, 2018 Breakfast with Benefits: Nightmare on TPA Street - Real Life EPCRS Case Studies You Just Can’t Make Up!
Tuesday, February 20, 2018 Cybersecurity – Retirement is not an Option: A Primer on Cybersecurity and Compliance
Tuesday, January 16, 2018 Fiduciary Responsibility: Case Studies, Questions and Answers
Tuesday, November 21, 2017 Deferred Compensation: Integration with Qualified Plans, Administration and Mergers & Acquisitions
Tuesday, October 17, 2017 Your 401(k) is NOT Okay: VCP Corrections for Incorrect Definition of Compensation and Other VCP Trends
Tuesday, September 19, 2017 September Lunch Meeting: What We Need to Know About the Ever-Changing DOL Fiduciary Rule: The Essentials
Wednesday, June 21, 2017 Breakfast with Benefits: Healthcare Laws and Fiduciary Education
Tuesday, April 18, 2017 April Lunch Meeting: Due Diligence When Replacing Plan Vendors
Tuesday, March 21, 2017 March Lunch Meeting: DB/DC Plan Design and Compliance
Tuesday, January 17, 2017 January Lunch Meeting: An Economic Update for a New Year
Tuesday, November 15, 2016 November Lunch Meeting: Best Practices for Plan Takeovers and Asset Conversions
Tuesday, October 18, 2016 October Lunch Meeting: What to Expect in an EBSA Investigation
Tuesday, September 20, 2016 September Lunch Meeting: Fiduciary Rule Update and Defending a DOL Audit
Tuesday, July 19, 2016 2016 Western Benefits Conference
Friday, June 03, 2016 Membership Appreciation Event
Tuesday, May 17, 2016 On Demand Seminar: Financial Statement Audits of Employee Benefit Plans: A Survival Guide
Tuesday, April 19, 2016 April Lunch Meeting: A Panel of Leaders Share Their Perspective
Thursday, March 24, 2016 On Demand Seminar: Advocating for the Elderly: An Examination of Evolving Issues in Elder Care
Tuesday, February 16, 2016 February Lunch Meeting: Mergers & Acquisitions and Multiple/Multi-Employer Plans
Tuesday, January 19, 2016 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?
Tuesday, November 17, 2015 November Lunch Meeting: Missing and Non-Responsive Participants: "The Impact of Terminated Employees"
Wednesday, November 04, 2015 On Demand Seminar: Employer Shared Responsibility and the ACA
Thursday, October 22, 2015 October Lunch Meeting: Getting It Right – Know Your Fiduciary Responsibilities
Tuesday, September 15, 2015 September Lunch Meeting: Risk Management for Retirement Benefits Professionals
Thursday, May 14, 2015 Seminars on Demand: An Evening of Ethics
Tuesday, April 21, 2015 April Lunch Meeting: Application of the Controlled Group Rules
Thursday, March 26, 2015 Seminars on Demand: The Dos and Don'ts of Qualified Domestic Relations Orders
Tuesday, February 17, 2015 February Lunch Meeting: Health & Welfare
Tuesday, January 20, 2015 January Lunch Meeting: ERISA in the Courts: Developments in Fiduciary Litigation
Tuesday, December 09, 2014 Seminars on Demand: Winter 2014
Tuesday, November 18, 2014 November Lunch Meeting: Come out and hear what's new with the IRS
Thursday, October 23, 2014 October Lunch Meeting: Greater Tax Savings using Cash Balance Plans 2014
Tuesday, September 16, 2014 September Lunch Meeting: From a TRUSTED SOURCE - The Department of Labor's VFCP, Abandoned Plans and Enforcement Programs
Tuesday, April 22, 2014 April Lunch Meeting: You've Been Served! ERISA Litigation Update 2013/2014
Thursday, April 03, 2014 Webinar: Tips for Handling Missing Participants, Uncashed Checks & Plan Loans
Tuesday, February 18, 2014 February Lunch Meeting: Surviving DOL Service Provider Investigations
Tuesday, January 21, 2014 January Lunch Meeting: Ethics for Benefits Professionals
Wednesday, December 11, 2013 Seminar on Demand: DB/DC Plan Design and Compliance
Tuesday, November 19, 2013 November Lunch Meeting: ERISA Litigation
Tuesday, October 22, 2013 October Lunch Meeting: An Economic Update - Growth or Chaos?
Tuesday, September 17, 2013 September Lunch Meeting
Wednesday, May 08, 2013 Webinar: Circular 230 Overview
Tuesday, April 16, 2013 April Lunch Meeting
Thursday, March 28, 2013 Webinar: Multiple Employer Plans
Tuesday, February 19, 2013 February Lunch Meeting
Tuesday, January 15, 2013 January Lunch Meeting
Tuesday, November 13, 2012 November Lunch Meeting
Tuesday, October 16, 2012 October Lunch Meeting
Tuesday, September 18, 2012 September Lunch Meeting

Western Pension & Benefits Council San Diego Chapter

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