The Downloads page contains a list of useful documents in formats such as PDF and WORD. Click on them to download.
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Summer 2008 Newsletter |
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4/16/08 - 1A & 3C - The New Landscape for ERISA Fiduciary Responsibility and Liability |
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4/16/08- 1B - Organizational Challenges in Benefit Management |
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4/16/08- 1C - How to Assess and Manage Benefit Outsourcing Options |
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4/16/08- 2A - The New Retirement Plan Landscape |
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4/16/08- 2B - Essential Skills for Effective Employee Communication |
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4/16/08-2B - Essential Skills for Effective Employee Communication |
| Essential Skills for Effective Employee Communication Required Communications and Resources |
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4/16/08 - 2C - How to Conduct a 401(k) Fee Review |
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4/16/08 - 3B-Audit Survival Tools |
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4/16/08 -3B Recordkeeping and Other Essential Tools for Audit Survival |
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3-27-08 Latest News on Cash Balance Plans |
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3-27-08 New Disclosure Requirements |
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3-26-08 Top 5 Problems in Employee Benefit Plans |
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3-26-08 Deferred Compensation and Section 409A - Traps for the Unwary |
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3-26-08 Deferred Compensation (Legal Wording) |
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3-26-08 New Cafeteria Plan Guidance |
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Spring 2008 Newsletter |
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2-26-08 Section 409A Update |
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2-26-08 ERISA Committees & Fiduciary Risk Management |
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1-22-08 Automatic Enrollment & Your QDIA |
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1-22-08 Pension Funding After the PPA |
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Winter 2007 Newsletter |
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11-14-07 DOL/EBSA Focus in Coming Year |
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11-14-07 New Cafeteria Plan Guidance |
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9-26-07 DC Plan Investment Fees & PPA Planning for 2008 |
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9-25-07 Silicon Valley Fall Meeting Handouts |
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Fall 2007 Newsletter |
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Executive Director RFP |
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Summer 2007 Newsletter |
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5/16/07 Current Trends in 401(k) Fees |
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5/16/07 How to Fix Problems Under the IRS's EPCRS |
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2007 Spring Conference Presentations |
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4/18/07 Code Section 409A Final Regulations |
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3/28/07 What Drives Employee Participation in a 401(k) Plan? |
| Handout for March 28, 2007 Silicon Valley Spring Fling session "What Drives Employee Participation in a 401(k) Plan?" by Joseph A. Capozzi, Jr., CRSP, Regional Director, Clearpoint Financial/NRP. |
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3/28/07 Tax Relief and Health Care Act of 2006 |
| Handout for March 28, 2007 Silicon Valley Spring Fling session "Tax Relief and Health Care Act of 2006: Implications for HSAs" by Carol Manson, Vice President, Invesmart/The Standard. |
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3/28/07 Debit vs. Credit Card Usage |
| Handout for March 28, 2007 Silicon Valley Spring Fling session "Debit vs. Credit Card Usage in Flex/132 Plans and Required IRS Claim Substantiation" by Kathy Bowles, Invesmart/The Standard. |
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3/28/07 Claims Auditing in Health & Welfare Plans |
| Handout for March 28, 2007 Silicon Valley Spring Fling session "Claims Auditing in Health & Welfare Plans" by Gail Freeman, CPA, Miller, Kaplan, Arase, & Co. |
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3/21/07 Consumer Driven Health Care with HSAs and HRAs |
| Handout for March 21, 2007 session "Consumer Driven Health Care With HSAs and HRAs" by speakers Roger Allen, Sr. Consultant/Principal, Benefits Manager, LLC and Caty Furco, Sr. Consultant, Watson Wyatt Worldwide. |
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3/21/07 Litigation Update |
| Handout for March 21, 2007 session "Litigation Update - The Evolving ERISA Legal Landscape" by speakers Carolyn A. Knox, Esq., Seyfarth Shaw LLP and Cassie Springer-Sullivan, Esq., Lewis, Feinberg, Lee, Renaker & Jackson, P.C. |
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Spring 2007 Newsletter |
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1-18-07 Stock Options Backdating (Wu) |
| Handout from Jan. 18, 2007 session "Stock Options Backdating - How to Limit Potential Exposure" by speaker Marcus Wu, senior counsel, Hanson, Bridgett, Marcus, Vlahos and Rudy, LLP. |
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1-18-07 Stock Options Backdating (Sueda) |
| Handout from Jan. 18, 2007 session "Stock Options Backdating - How to Limit Potential Exposure" by speaker Ellen Sueda, counsel, Trucker•Huss, APC. |
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1-18-07 Economic Outlook 2007 (Schlossberg) |
| Handout from Jan. 18, 2007 session "Economic Outlook 2007: A Transition Year During A Middle-Aged Expansion" by speaker Gary Schlossberg, Vice President & Senior Economist, Wells Capital Management. |
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Winter 2006 Newsletter |
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Fall 2006 Newsletter |
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Member Survey 2006 |
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Code of Conduct - San Francisco Chapter |
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Summer 2006 Newsletter |
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2006 Spring Conference Session Summaries |
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Spring 2006 Newsletter |
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