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The 6th Annual ABCs of Pension Plans

  • Tuesday, January 14, 2014
  • 8:00 AM - 4:30 PM
  • Capital Group, 6455 Irvine Center Drive, Irvine, CA
  • 0


  • You may register additional employees of your company at the member rate. Please use the guest registration field below.
  • You may register additional employees of your company at the member rate. Please use the guest registration field below.

Registration is closed

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

  • Types of plans
  • 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.

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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