Log in

Welcome to The WP&BC Orange County Chapter

Log in

Technical Lunch Forum 2014 Western Benefits Conference Roundtable

  • Tuesday, August 19, 2014
  • 11:30 AM - 1:00 PM
  • Capital Group, 6455 Irvine Center Drive, Irvine, CA 92618


  • You may register additional employees of your company at the member rate. Please use the guest registration field below.

Registration is closed

2014 Western Benefits Conference Roundtable

A Review of the Best Sessions by Chapter Members Who Attended the Conference

The Western Benefits Conference ended July 30.  Join us while the information is still fresh in everyone's mind!  Several chapter members who will be attending the Western Benefits Conference in person will lead the discussion at this Technical Lunch Forum. 

Moderator: Hitz Burton, Partner, Retirement Consulting & Compliance, Aon Hewitt Associates

Roundtable Presenters:    

Alison Fay, Partner of Boutwell Fay LLP

     Margaret Martinazzi, Senior Consultant, Pension Benefits Unlimited, Inc.

           Marilyn Thompson, Partner, Audit and Assurance Services, Windes

Some of the topics to be covered will include:

  • ·         Best Practices for Retirement Plan Committees
  • ·         DOL Red flags
  • ·         Auto Enrollment and Auto Escalation
  • ·         The IRS and DOL focus on internal controls
  •        Limiting fiduciary risk through Plan design

This Technical Lunch Forum will be of particular interest to retirement plan professionals who want to know the latest that is going on in our industry: accountants, actuaries, attorneys, benefits directors, consultants, human resources personnel, investment professionals, plan administrators, practitioners, third party administrators and trust officers.

This Technical Lunch Forum will be held in the offices of the Capital Group Companies.  Check-in is open from 11:30 to 11:45 a.m.  Please arrive on time, as our program will begin promptly at 11:45 a.m.  Due to the special nature of this program, we cannot accept walk-ins the day of the event.

The reservation deadline for this event is Friday, August 15. 

Thank you to the sponsor of this Technical Lunch Forum:

Continuing Education: Because this is a roundtable discussion, we cannot offer continuing education for this meeting.

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter.  In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

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

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

Powered by Wild Apricot Membership Software