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Back in April of 2021 the Department of Labor (“DOL”) issued new guidance on cybersecurity best practices for sponsors, fiduciaries, service providers and participants of plans subject to the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). This guidance was structured in three parts:

Stay current with these announcements from the board.

Meet Shareen Balkey, Director of Retirement Services at Index Fund Advisors has been in the industry 43 years and is a valued Corporate Member.

Our speakers are passionate about providing education to those in the retirement plan industry and our members are excited about the experience.

The summer months are packed with events! Mark your calendars for our next Member Appreciation at Angels Stadium followed by our Annual Conference held at the VEA in Newport, CA.

We proudly announce the elected Members to serve on the Board of Directors for the next two years. If you are interested in participating at the board level, please reach out to one of our board members regarding additional volunteer positions.

Select one of four levels to fit your needs! Active membership includes a ticket to our Member Appreciation event at Angels Stadium in June.

We appreciate the continued support from our sponsors!