Upcoming events

    • Tuesday, November 13, 2018
    • 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 Fiduciary Breach and Arbitration Agreements: Lessons Learned from Munro v. USC, presented by Elizabeth Hopkins, Kantor & Kantor, LLP. Topics covered in this presentation include:

      • Introduction and summary of the recent Ninth Circuit Decision from Munro v. University of Southern California
      • How arbitration clauses impact lawsuits involving breach of fiduciary duty claims
      • Implications of the decision for individual benefit claims and breach if fiduciary duty claims under ERISA
      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 Thursday, November 8th.

       

    Past events

    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

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