San Francisco The Western Pension & Benefits Conference was founded in 1954 in San Francisco to bring together all professionals involved in pension and other employee benefits work to promote education, exchange information, and foster sound principles and practices in the field. Chapter members are plan sponsors and professionals from the accounting, actuarial, administrative, banking, consulting, investment, insurance and legal areas of the industry. Our membership reflects a cross-section of professionals from professional service firms and corporations. It is our goal to bring these disciplines together to better understand and produce effective employee benefit programs. Join 500 other pension and benefits professionals in the San Francisco Bay Area who have realized the benefits of this unique, multi-disciplinary organization. San Francisco Chapter Code of Conduct The San Francisco Chapter of the Western Pension & Benefits Conference (WP&BC) believes that pension and benefits professionals have a duty to maintain a high level of technical competence and integrity. To this end, a member of WP&BC should: Act with integrity, competence, dignity and in an ethical manner when dealing with the public, clients, prospects, employers, employees and fellow members. Practice and encourage others to practice in a professional and ethical manner that will reflect well on members and the pension and benefits profession in general. Strive to maintain and improve their competence and the competence of others in the profession. Use reasonable care and exercise independent professional judgment. These Guidelines for Member Conduct (Guidelines) identify certain ethical standards by which all members of the WP&BC should abide. USE OF WP&BC MEMBER DATA The WP&BC maintains membership data (or records) in a variety of ways, including hardcopy rosters and databases including an Online Roster. Membership data includes telephone numbers, e-mail addresses, and physical mailing addresses. A WP&BC member may use WP&BC Member data to obtain contact information for other members, provided that the member has a specific purpose for contacting the other member, and that the member reasonably believes that the other member will welcome the contact. A WP&BC member shall not use WP&BC Member data to conduct broad-based solicitations for services, product sales, advertisements, employment opportunities, or any other purpose. Additionally, a WP&BC member shall not publish contact information from WP&BC Member data, or otherwise disseminate Member data to any individual or organization that is not a member of WP&BC. A member who violates this guideline shall be subject to disciplinary procedures, which may include expulsion from the WP&BC. click here for a complete copy of the Guidelines for Member Conduct