Please join us for:

Washington Update:

Legislation and Regulation

 Changes in Retirement Plans

Thursday, September 18, 2014 v7:30 to 9:30 a.m.

Meet us at the Hotel Irvine (formerly the Hyatt), 17900 Jamboree Road, Irvine

Doors open at 7:30 a.m. for check-in, breakfast and networking.

The presentation will begin at 8:00 a.m. 

Many view Washington as the center of dysfunction where nearly nothing gets done.  However, once you scratch the surface you find that a lot is still getting done regardless whether Congress and the Obama administration can see eye-to-eye. This presentation will focus on what is likely to get done in 2014 and 2015 and how the fall 2014 Congressional elections may affect the retirement plan universe with the goal of providing takeaways about how to be ready for upcoming regulatory guidance and potential legislation.

About our Speaker:

David N. Levine, J.D., is a Principal in the Groom Law Group based in Washington, DC.  A graduate of University of Pennsylvania Law School, David joined Groom in 1998 and advises clients on a wide range employee benefits matters – from retirement plans, to health and welfare plans, to executive arrangements, to IRAs.  Listed by Chambers USA: America's Leading Lawyers for Business, Employee Benefits and Executive Compensation (2008-2014), and The Best Lawyers in America, Employee Benefits Law (2013-2014) and Super Lawyers, Employee Benefits (2013-2014), David’s update will demonstrate how to “tailor a solution that doesn’t just address the immediate problem at hand but works within the context of the client’s long-term strategy."

Who should attend this program?

Plan Sponsors of employee benefit plans who want to keep up with the requirements and trends affecting those plans

Plan Fiduciaries who want to gain a better understanding of their responsibilities and the impact of upcoming legislation and regulatory changes.

Service Providers to employee benefit plans, especially third-party administrators, investment advisers, and accountants who want to enhance their ability to provide quality services to their clients.

All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals in the Orange County benefits community.

Continuing Education

•  ASPPA – 1 CE Credit 
  
•  ERPA – 1 Hour 
•  CEBS – 1 CPE Credit                             
•  MCLE (CA) – 1.5 Hours
•  CFP – 1.5 Hours 
•  NIPA – 1 CE Credit
• CPA (CA) – 1.5 Hours                                    
• General Credit – 1.5 Hours

WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online.