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January Lunch Meeting

  • Tuesday, January 15, 2013
  • 11:30 AM - 1:00 PM
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108


Registration is closed

Washington Update:  You Thought 2012 Was Exciting?  Wait Until You See What Washington Has In Store for 2013!

From tax reform that threatens to reduce the availability and utility of retirement plans to reviewing the very definition of an ERISA fiduciary, 2013 may be a year of fundamental change for retirement plans and IRAs.  As if that isn't enough, 2013 will also bring us a flurry of activity by Federal and state regulators scrambling to implement health care reform, from setting up state exchanges to finalizing rules affecting the benefit requirements and penalties applicable to employers.  Mr. Campbell will provide an overview of the legislation and regulations that could change the way your plans and plan clients operate, including tax reform, health reform, DOL's fiduciary regulation, new potential restrictions on IRA rollovers, and new rules on target date funds, lifetime income, brokerage windows, and more. 

About our speaker:

Bradford P. Campbell, counsel at Drinker Biddle & Reath, LLP, advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions.  A nationally-recognized figure in employer-sponsored retirement plans, Brad is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration.

As ERISA's former "top cop" and primary federal regulator, he provides his clients with insight and knowledge across a broad range of ERISA-plan related issues.  He also serves as an expert witness in ERISA litigation.  Brad was listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire in 2011.

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 this meeting is Wednesday, January 9.

We are continuing our free guest program!  San Diego Chapter members may bring a plan sponsor company employee as a free guest to this meeting.  We will accept a total of ten free guests per meeting; additional free guests will be given priority registration for the next meeting.  Each plan sponsor company may be a free guest only once, but you are welcome to bring additional employees as paid guests.

Registration Fees:
San Diego Chapter Pay As You Go Members:  $45
San Diego Prepaid Members:  No Charge
Non-Members:  $70
We offer a $10 discount off these fees to everyone who registers and pays on or before January 9.

Continuing Education:
1 CPE for ASPPA certifications
1 CEC for NIPA certifications
1 hour for California CPAs
1 hour of California MCLE

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:
Lori Mason, Chapter Administrator

Phone: 619-405-3874

San Diego Chapter
PO Box 600302
San Diego, CA   92160-0302

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