Our main goal is to educate our members through a variety of programs and opportunities, one of the ways we do this is through our Governing Board webinars - offered monthly. We are also proud to announce that you can now purchase and view past webinars in case you missed them the first time. You get your CE credits by completing a short quiz at the end of the program. View our past events below!

Learn more about the CE credits we offer here.


WEBINAR PRICING

 

MEMBERS:

$50.00 1 Hour Webinars

$65 - $90 2 Hour Webinars

 

NON-MEMBERS

$65.00 1 Hour Webinars

$90.00 - $115 2 Hour Webinars

 

For groups of 4 or more please contact Bridget Davidson for discounted pricing.


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Get more CE credits, for less. Become a member and get discount pricing on webinars, chapter meetings and annual conferences. 


Click on one of our chapter locations above to find the city nearest & you.


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Our Webinars are brought to you by:


             


         

Our Webinars are brought to you by:


             

Upcoming events

    • 25 Oct 2022
    • 10:00 AM - 11:40 AM (PDT)
    • ONLINE WEBINAR
    Register


    The Governing Board of WP&BC invites you to the following webinar:


    Pooled Employer 401(k) Plans - Why Plan Sponsors Need to Evaluate


    Presented by:


    Michael Clark, FSA, CFA, EA 
    Managing Director, Agilis


    &


    Eric Paley

    Partner, Nixon Peabody



    Tuesday, October 25, 2022

    10:00 AM to 11:40 AM PDT



    Continuing Education Credits Available! 



     


    Early Bird (through October 14)
    $
    65 for members
    $90 for non-members
     


    Regular

     $90 for members
    $115 for non-members
     
     



    Presentation Description

    Pooled Employer 401(k) Plans became an option for plan sponsors on January 1, 2021 as a result of provisions in the SECURE Act. These arrangements allow plan sponsors to become a participating sponsor of an otherwise larger 401(k) plan. This webinar will go through the details of how Pooled Employer Plans are setup in terms of record keepers, investment options, administration, plan design, fees, and ultimately fiduciary risk and responsibility. 


    Learning Objectives:

    • Attendees will gain an understanding of:
    • Pooled Employer Plan structures
    • the differences in Pooled Employer Plan offerings
    • the fiduciary implications of Pooled Employer Plans vs traditional 401(k) plans
    Speakers 

    Michael Clark is a Managing Director and Consulting Actuary in Agilis’s Denver office. In his role he consults on all aspects of financial risk management for defined benefit plans as well as retiree medical plans and defined contribution plans. He also has led numerous clients through pension risk transfers as well as other complex, strategic pension projects. Michael leads River and Mercantile’s business in the West as well as Business Development for the US. Prior to joining River and Mercantile in 2013, Michael worked for Mercer as well as October Three. He is a Past President of the Conference of Consulting Actuaries and also participates in the leadership of the Western Pension & Benefits Council – Denver Chapter. Michael is a frequent speaker at industry and professional association conferences and has had several articles published in major trade magazines. He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Chartered Financial Analyst charter holder, a Fellow of the Conference of Consulting Actuaries, and a Member of the American Academy of Actuaries. Michael graduated magna cum laude from Brigham Young University with a BS in Statistics.


    Eric Paley is a partner with Nixon Peabody LLP where he leads the firm’s Employee Benefits and Executive Compensation team nationally. Eric focuses his practice on the law and regulations governing retirement plans (e.g., pension, profit-sharing, 401(k), and 403(b) plan compliance), welfare plans (e.g., group health plan, group insurance plan, cafeteria plan, HIPAA, and COBRA compliance), nonqualified deferred compensation plans and equity compensation plans. A significant portion of Eric’s practice also involves counseling retirement and welfare plan committees on their fiduciary responsibilities under ERISA. Eric has represented both publicly-traded and privately-held businesses in a variety of benefits matters. He also represents a large number of not-for-profit clients, such as multi-hospital health systems, colleges/universities, and internationally-recognized arts organizations and museums. Eric has a growing interest in the intersection between blockchain technology and the benefits industry.  Eric is a graduate of Cornell University’s College of Arts and Sciences and received his law degree, magna cum laude, from Syracuse University.


    Continuing Education:

    • 2 CE for AIF (pending)
    • 2 CE for CEBS
    • 2 CE for CFP (pending)
    • 2 CEC for ERPA 
    • 2 CEC for JBEA
    • 2 CPE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 hour for California CPAs 
    • 1.5 hours of California MCLE
    • 2 CEC for CRPS 

    Pricing:

    • Early Bird (through October 14): $65 for members, $90 for non-members 
    • Regular: $90 for members, $115 for non-members  


    A Special Thank You to Our Sponsor!


    Sincerely,

    Bridget Davidson 
    Webinar Coordinator | Western Pension & Benefits Council 
    (503) 866-6384 Mobile
    PO Box 2023 | Gresham, OR 97030 
    webinars@westernpension.org  |  www.westernpension.org

    Follow us on LinkedIn to stay up to date!


Past events

15 Sep 2022 Employer Sponsored Health Plans After the Dobbs Decision – the Latest
17 Aug 2022 Top 10 Compliance Issues for DC Plans...Cycle 3 and a Look Ahead
19 Jul 2022 Ethics – A Practical Approach
18 May 2022 Deciphering Crypto: Understanding Blockchain Technology and Cryptocurrency Assets
22 Apr 2022 Changing Audit Standards for Employee Benefit Plan Audits
17 Mar 2022 Monday Morning For Markets
16 Feb 2022 Coverage: Related Employers, Mergers and Acquisitions
27 Jan 2022 Post Year-end Plan Adoption; Funding update after the American Rescue Plan
16 Nov 2021 Outlook for Retirement Legislation in the 117th Congress: Budget Reconciliation Bill and SECURE 2.0
27 Oct 2021 The Paper Chase: New Rules on Electronic Disclosures and Lifetime Income Illustrations
29 Sep 2021 Cybersecurity for Retirement Plans: What Sponsors and Vendors Should Know About the Recent DOL Guidance
24 Aug 2021 Retirement Income: The Pension Plan of the Future
24 Jun 2021 Recurring Legacy Issues and New Challenges in 403(b) Plan Compliance
25 May 2021 A Detailed Dive into Qualified Domestic Relations Orders
22 Apr 2021 Demystifying the Annual 401(k) Plan Audit & The End of the Limited Scope Audit
30 Mar 2021 ERISA Litigation Update: Recent ERISA Lawsuits And Their Impact On Plan Fiduciaries And Service Providers
17 Feb 2021 401(k) Testing Techniques: before, during and after
28 Jan 2021 Correcting Elective Deferral Failures: who, what, when, where and why?
26 Jan 2021 Annual ABC's of Pension Plans
07 Dec 2020 Ethics: Doing The Right Thing Because It Is The Right Thing To Do. . . According To The Rules.
29 Oct 2020 ONLINE Webinar: Spooky Documents - Defined Contribution Plan Restatements
24 Sep 2020 ONLINE Webinar: New Retirement Plan Designs as a Result of the SECURE Act
27 Aug 2020 ONLINE Webinar: ERISA Goes to the Supreme Court—An Analysis of Recent Supreme Court Decisions and Pending Cases
06 Aug 2020 ONLINE Webinar: The Emerging Cybersecurity Risks as a Result of COVID-19
25 Jun 2020 ONLINE Webinar: Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID19
28 May 2020 ONLINE Webinar: More Strange but True Tales of 403(b) Plans
07 Apr 2020 ONLINE Webinar: COVID-19 - Helping Employees during the Pandemic
17 Mar 2020 ONLINE WEBINAR: ERISA Litigation Recent Hot Issues
25 Feb 2020 ONLINE WEBINAR: Deep Dive on RMDs
22 Jan 2020 ONLINE WEBINAR: Coming Full Circle: Compensation for Self-Employed Individuals
19 Nov 2019 ONLINE Webinar:Ethics – The Fun Way!
24 Sep 2019 ONLINE Webinar:Missing Participants & Uncashed Checks: WTF (without the fuss)
21 Aug 2019 ONLINE Webinar:Voluntary Closing Agreements—The Non-EPCRS Correction Program
14 May 2019 ONLINE Webinar:Courts, Congress & Compliance What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
23 Apr 2019 ONLINE Webinar:Pension De-Risking – Solutions for Managing Defined Benefit Pension Obligations
20 Mar 2019 ONLINE Webinar: Missing 401(k) Plan Participants: Gone But Not Forgotten
20 Feb 2019 ONLINE Webinar: 401(k) Testing: Testing Techniques, HCE Determination and Compensation Options
29 Jan 2019 ONLINE Webinar: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry
12 Dec 2018 Online Webinar: Ethics and Professional Responsibility - 2018
14 Nov 2018 Online Webinar: Financing Health: Trends, Challenges and Opportunities
30 Oct 2018 Online Webinar: Employee Benefits in Mergers and Acquisitions – the Sequel
18 Sep 2018 Online Webinar: Disclosures, Notices, and Filing Requirements for Your Retirement Plan
23 Aug 2018 Online Webinar:Everything You and Your Clients Should Know About Beneficiary Designation Forms
12 Jun 2018 Online Webinar:403(b) Hot Topics (and that’s not an oxymoron)
26 Apr 2018 Online Webinar:RETIREMENT PLAN POLICY STATEMENTS
20 Apr 2018 RECORDED Webinar: An Update on ERISA Litigation
27 Mar 2018 ONLINE Webinar: An Update on ERISA Litigation
22 Feb 2018 ONLINE Webinar: Safe Harbor 401(k) plan corrections
09 Jan 2018 ONLINE Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans
31 Dec 2017 Recorded Webinar: The Dos and Don'ts of Qualified Domestic Relations Orders
31 Dec 2017 Recorded Webinar - Advanced Qualified Domestic Relations Orders
31 Dec 2017 Recorded Webinar - Defined Contribution Compliance Reboot
31 Dec 2017 Recorded Webinar: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
31 Dec 2017 Recorded Webinar - THE COMPLEX WORLD OF REHIRES
31 Dec 2017 Recorded Webinar - Recovering Pension Overpayments - Navigating the Maze
31 Dec 2017 Recorded Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
31 Dec 2017 Recorded Webinar: Introduction to Cash Balance Plans for Non-Actuaries
31 Dec 2017 Recorded Webinar: Ethics for TPAs and Other Professionals - 2017
31 Dec 2017 RECORDED WEBINAR: 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
31 Dec 2017 RECORDED WEBINAR: DB/DC Update on New Regulations opens Retirement Plan Innovation
31 Dec 2017 Recorded Webinar: Negotiating Good Service Agreements
30 Mar 2017 Online Webinar: Improve Plan Results
15 Dec 2016 Online Webinar: Ethics for TPAs and Other Professionals
01 Dec 2016 Online Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
02 Nov 2016 Independent Third Party Audits – Why a 403(b) Audit is not a 401(k) Audit
27 Oct 2016 Webinar - Top Ten Audit Deficiencies
23 Aug 2016 Online Webinar: Save More Tomorrow
17 May 2016 Online Webinar: Smooth Sailing Ahead: Negotiating Your Ship through the New Rules for Mid-Year Changes to Safe Harbor 401(k) Plans
04 May 2016 Online Webinar: The New Fiduciary Rules: What Do You Need to Know and Do Now?
21 Apr 2016 Online Webinar: Tales From an ERISA Plan Auditor – Dream Clients and Nightmare Clients
23 Mar 2016 Online Webinar: Cybersecurity
18 Feb 2016 Online Webinar: Risk Management for Retirement Benefits Professionals
27 Jan 2016 Online Webinar: The ESOP Exit Option – Benefits and Advantages
10 Dec 2015 ONLINE WEBINAR: Ethics for TPAs and Other Professionals
23 Oct 2015 Online Webinar: Welfare Plan Issues for Same-Sex Married Couples
22 Sep 2015 Online Webinar: Pension De-Risking – Where Do We Stand Now?
09 Jun 2015 Online Webinar: Health Plans and Beyond
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