This all-day seminar will focus on the following areas:

• Types of plans
• ERISA
• Plan administration
• Plan funding
• Plan design
• Employer obligations and concerns
• Auditing a qualified plan

This special program has been designed to provide a basic foundation of pension knowledge to those new to this field.  You will want to attend this program if:

• You are looking for a better overall understanding of retirement plans
• You work in a specific area or discipline related to qualified retirement plans and would like to broaden your knowledge
• You work in the employee benefits area but do not really understand how it all fits together
• You may be concerned that your plan is not being administered correctly

Our speakers will be:

Harley Bjelland, The ERISA Law Firm

Stuart Hack, Sunlin Consulting

Jeffrey E. Myers, Wright Ford Young & Co.

Douglas Van Galder, Strategic Pension Services, Inc.

This Seminar will be held in the offices of The Capital Group.  Check-in is open from 8:00 to 8:30 a.m.  Due to the special nature of this program, we cannot accept walk-ins the day of the event.

Early bird pricing is available through Tuesday, December 31.  The final reservation deadline for this event is Tuesday, January 7, 2014.  

Continuing Education:
6 CPEs for ASPPA certifications
6 CECs for NIPA certifications
6.50 hours for California CPAs 
5.75 hours of California MCLE
5 hours for Certified Financial Planners

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.