Technical Lunch Forum
2016 Western Benefits Conference Roundtable
Tuesday, August 23, 2016 11:30 am - 1 pm
Offices of Precept Advisory Group, 130 Theory - #200, Irvine, CA 92617
Please join us for our next Technical Lunch Forum.
A Review of the Best Sessions by Chapter Members Who Attended the Conference
The Western Benefits Conference ended on July 22. Join us while the information is still fresh in everyone's mind! Several chapter members who attended the Western Benefits Conference in person will lead the discussion at this Technical Lunch Forum and address the changing world of benefits. Those participating include:
Moderator: Margaret Martinazzi, Senior Consultant, Pension Benefits Unlimited
Some of the topics covered will include:
- · How to Negotiate with the DOL, IRS, PBGC
- · Modernization of Form 5500
- · Investigations of Plans and Service Providers
- Independent Plan Audits
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.
Because this is a roundtable discussion, we cannot offer continuing education for this meeting.
About our Technical Lunch Forums:
The registration fee includes a box lunch. To register for this or any other upcoming event, visit our website at www.WPBCOrangeCounty.org and then select Events from the menu.
This Technical Lunch Forum will be held in the offices of Precept Advisory Group. 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 19.
Thank you to the sponsor of this Technical Lunch Forum:
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.