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Benefit Plan Vendor Agreements From the Employer’s Perspective: Better Know What’s in the Fine Print!

  • Thursday, October 22, 2015
  • 7:30 AM - 9:30 AM
  • Andrei’s Restaurant, 2607 Main St, Irvine, CA 92614
  • 6


  • Early Bird pricing
  • Early Bird pricing

Registration is closed

Benefit Plan Vendor Agreements

 From the Employer’s Perspective:

Better Know What’s in the Fine Print!

Typical benefit plan services that plan sponsors outsource include:

Recordkeeping       Investments       Trusts    Reporting  Plan Design          Actuarial             Fiduciary services         Administration             Disclosure

The vendors of these services carefully draft their agreements to fulfill their business needs.  You might even say that the agreements are pro-vendor.

Plan sponsors and administrators need to take time to carefully review the provisions and negotiate adverse terms of these agreements. Failure to do so may result in a fiduciary breach.

Our speaker will describe some of the more common vendor agreement provisions that are problematic from the employer’s perspective and will provide recommendations on how to address these concerns.

  About our Speaker:

Steven Witmer, Partner, Ivins, Phillips, BarkerSteve is the firm’s West Coast employee benefits practice leader.  He serves as primary outside retirement and welfare plan counsel for numerous Fortune 500 clients, handling all legal aspects of design, compliance, administrative, fiduciary and other plan functions.  In addition, Steve is a practice leader in assisting clients with M&A transactions and the negotiation of vendor, trustee, and other third party benefits contracts.  Clients describe Steve as quick and creative, with the ability to translate complicated legal analysis into practical business solutions and opportunities. Steve graduated from Harvard University Law School, cum laude.

Who should attend this program?

Plan Sponsors who want to understand their benefit plan vendor agreements.

Plan Fiduciaries who want to know what provisions in their vendor agreements they need to avoid

Service Providers including third-party administrators, recordkeepers and financial advisors who want to better understand how employers view their service agreements.

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 CEBS—1 CPE Credit CFP —1.5 Hours

CPA (California) — 1.5 Hours ERPA —1 Hour MCLE (California) —1.5 Hours


 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 valet parking.

The reservation deadline for this event is Tuesday, October 20, 2015

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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