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Breakfast Forum: Benchmarking Service Provider Fees and Services

  • Thursday, October 16, 2014
  • 7:30 AM - 9:30 AM
  • Hotel Irvine (formerly Hyatt Irvine), 17900 Jamboree Road, Irvine
  • 12


  • Early Bird pricing
  • Early Bird pricing

Registration is closed

Please join us for:

Benchmarking Service Provider Fees and Services 

Thursday, October 16, 2014   7:30 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. 

In the complex world of ERISA Fiduciary responsibility:

· How does one benchmark the Plan Fees?

· How does benchmarking support the Fiduciary’s role? 

In this presentation methodologies will be reviewed as well as recent case law . You will learn what are the Commercially available channels and review sample reports. Further, you will learn what are their strengths and weaknesses and what are the alternatives.

About our Speaker:

Philip J. Koehler, Esq., is the founder and CEO of ERISA Fiduciary Administrators, LLC.  Located in Newport Beach, the firm specializes in acting as independent fiduciaries for employer sponsored retirement plans.  An ERISA attorney with over 40 years experience in both the law firm and accounting firm worlds, as well as insurance companies and TPAs. After completing his undergraduate work at University of Texas at Austin, he earned an MBA from UCI’s Graduate School of Management and earned his JD from University of Southern California.

Phil has represented thousands of organizations in the design and operation of their employee benefit and executive compensation plans, appearing on their behalf in the context of IRS and US Department  of Labor examinations as well as negotiating favorable settlements of fiduciary breach and wrongful denial of benefits claims. He is a Professor of Qualified Pension and Profit Sharing Plans and Executive Compensation at Chapman University School of Law.

Continuing Education:

1 CE for ASPPA certifications
1 CEC for NIPA certifications
1 CPE for CEBS
1.5 hours MCLE for California attorneys
1.5 hours for California CPAs
1.5 hours for Certified Financial Planners
1 hour for ERPA and Enrolled Agents

Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 9:30 a.m.  The registration fee includes a full breakfast buffet and hosted parking in the self-parking lot at the Hotel Irvine.

The reservation deadline for this event is Friday, October 10, 2014.

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

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

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