Events

A refund is provided for a meeting reservation that is cancelled on or before the reservation deadline for the event.  Cancellations after the reservation deadline are not refundable, but the fee paid is transferable to another attendee for the same event.

Topics and speakers may change throughout the year.  Check back often for the most up-to-date information!       

Upcoming events

    • Wednesday, June 01, 2022
    • Thursday, June 30, 2022
    • Online
    Register



    14th Annual ABC's of Pension Plans

    Webinar

    Recorded on January 25, 2022

    $125 Members, $175 Non-Members


    Topics Include:

    • Law Basics
    • Types of plans
    • ERISA
    • Plan administration
    • Fiduciary responsibilities
    • Plan design and requirements
    • Employer obligations and concerns
    • Auditing a qualified plan

    Attendees:

    • Are looking for a better overall understanding of retirement plans?
    • Do you work in a specific area or discipline related to qualified retirement plans?
    • Would you like to broaden your knowledge of retirement plans?
    • Do you work in the employee benefits area but do not really understand how it all fits together?
    • Are you concerned that your plan is not being administered correctly?

    Speakers:

    Robert 'Hitz' Burton, J.D., Aon                              

    Hitz is a senior consultant located in Aon’s Newport Beach office where he provides advice to clients regarding the design and administration of their qualified and nonqualified retirement plans as well as their other benefit programs and policies. Hitz has extensive experience with the issues that impact qualified plans and their administration following merger and acquisition activity. In the last ten years, he has been the lead Aon consultant on over 50 acquisitions for Fortune 200® clients of the firm. Additionally, Hitz has been the lead consultant on more than a dozen compliance audits for qualified retirement plans focused on IRS tax qualification and ERISA fiduciary matters. 

    Phuong Jennings, QKA, EGPS, Inc.

    Phuong Jennings, Regional Vice President, brings with her over 15 years of 401(k) and pension industry knowledge with an exceptional understanding of ERISA legal plan documents. She works with Financial Advisers, CPAs and other trusted advisers in helping design the appropriate 401(k), Profit Sharing or Defined Benefit/Cash Balance plan for their business clients. She started out in the Third-Party Administration (TPA) side of the business and has also been on the recordkeeping vendor side of the industry as well. Her hands-on experiences have given her an in-depth understanding of the technical world of retirement plans. 

    Tina Schackman, CFA, CFP, Benefit Financial Services Group (BFSG)                                          

    Tina re-joined Benefit Financial Services Group in 2019 after spending 7 years with Prudential Retirement where she was responsible for managing the firm’s intermediary relationships in the Western US.  Tina was originally with BFSG from 2004 to 2011 and primarily served as an Investment Consultant to qualified plan sponsors of corporate and public retirement plans.  Tina currently serves as a Principal and Senior Retirement Plan Consultant where she provides investment and plan design consulting, fiduciary education, and plan compliance oversight to her clients.

    Mark Murphy, CPA, LTSP, Inc.                                                

    Mr. Murphy is the Managing Partner/ Audit Partner at LTSP, Inc. which he joined in 1985 after five years as the controller of a local holding company that operated and controlled commercial real estate properties and a printing/publishing company. As a partner, he is primarily in charge of planning and supervising audit and other attestation engagements in a wide array of industries including technology, healthcare, real estate, service, distribution and manufacturing. He also has extensive experience with providing audit and compliance services to various types of employee benefit plans covered under ERISA. His experience also includes providing audit services to organizations and entities under the United States Department of Housing and Urban Development (“HUD”) programs. 

    Continuing Education: 5 hours for: AIF, ASPPA, CEBS, CFP, CPAs (CA), CRPS, ERPA, MCLE (CA), & NIPA

    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.

Past events

Thursday, May 19, 2022 Odd Duck Plans
Thursday, April 21, 2022 Financial Wellness
Thursday, March 17, 2022 Retirement Plan Alternatives for Small Plan Sponsors: CalSavers & PEPs
Thursday, February 17, 2022 2022 Plan Administration and Beyond
Tuesday, January 25, 2022 The 14th Annual ABCs of Pension Plans
Thursday, January 20, 2022 War Stories: Tiger Lawyer vs. Big Plan Rescue
Thursday, November 11, 2021 Managing Health Care Expenses in Retirement & Savvy Social Security Planning
Thursday, October 28, 2021 Cyber (in)Security & Retirement Plans
Thursday, September 23, 2021 Understanding and Applying the New Correction Procedure
Thursday, August 12, 2021 Connecting more Effectively with Clients, Co-Workers, Family & Friends
Thursday, July 15, 2021 Unleashing Operational Alpha
Thursday, June 17, 2021 The Landscape of Sustainable Investing in DC
Thursday, May 20, 2021 The [Hitchhiker’s] DOL’s Guide to [the Galaxy] Missing Participants
Thursday, April 22, 2021 2021 is Bringing More Change than We Expected: What You Need to Know about What’s Going on in Washington DC
Thursday, March 18, 2021 Recommendations for Plan Sponsors, Fiduciaries, and Service Providers From a Plaintiff’s Litigation Perspective
Thursday, February 18, 2021 Here We Go Again; With a Twist
Tuesday, January 26, 2021 The 13th Annual ABCs of Pension Plans
Thursday, January 21, 2021 Lions, and Tigers and Bears, Oh My!: Retirement Plan Issues in a Pandemic
Thursday, November 19, 2020 Power Your Practice with Financial Wellness and Retirement Income Trends and Preferences
Tuesday, October 27, 2020 PART II - Retirement Plan Alternatives for Small Plan Sponsors: Pooled Employer Plans (PEPs)
Thursday, September 17, 2020 Online Webinar: Retirement Policy in a Pandemic – Way More than Six Feet Apart
Wednesday, August 26, 2020 New Retirement Plan Designs as a Result of the SECURE Act
Thursday, August 20, 2020 Online Webinar: Challenges & Opportunities: Evaluating the impact of pending DOL regulations on you and your clients
Thursday, July 16, 2020 Online Webinar: The CARES Act: Where Are We Now & How Can We Best Approach The Challenges?
Thursday, May 21, 2020 Online Webinar: The Emerging Cybersecurity Risks as a Result of COVID-19
Thursday, April 16, 2020 Share Class Wars
Thursday, March 19, 2020 Best Practices For Changing Recordkeepers
Thursday, February 20, 2020 The SECURE Act and Its Impact on the Future of the U.S. Retirement System
Wednesday, February 12, 2020 Retirement Plan Alternatives for Small Plan Sponsors: CalSavers, Private Qualified Plans, IRA-Based Plans
Thursday, January 23, 2020 The 12th Annual ABCs of Pension Plans
Thursday, January 16, 2020 Breakfast Forum:Retirement Plan Audits – Basics, Best Practices and Upcoming Changes
Thursday, November 21, 2019 Breakfast Forum:Navigating the Distribution Correction Minefield
Tuesday, November 05, 2019 Playing Well With Others in the Retirement Plan M&A Sandbox
Thursday, October 17, 2019 Breakfast Forum: Arrangements to Supplement 401k plans
Thursday, September 19, 2019 Breakfast Forum: Update on ERISA litigation and Lessons Learned
Thursday, August 15, 2019 Expanded EPCRS and Determination Letter Program
Thursday, May 16, 2019 Breakfast Forum: Cyber Security – Are You At Risk?
Thursday, April 18, 2019 Breakfast Forum: Courts, Congress & Compliance – What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
Thursday, March 21, 2019 Breakfast Forum:TARGET DATE FUNDS Where have we been, where are we now, where are we going…..
Thursday, March 07, 2019 Navigating Pre-Approved Plan Documents
Thursday, February 14, 2019 Breakfast Forum:MEPs, PEPs, 3(16), and State Sponsored Plans
Thursday, January 24, 2019 The 11th Annual ABCs of Pension Plans
Thursday, January 17, 2019 Breakfast Forum:Department of Labor Update - Keeping Current
Thursday, November 29, 2018 Legacy of the DOL Fiduciary Rule
Thursday, November 15, 2018 Breakfast Forum:What You Need To Know To Insure Retirement Plan Risks
Thursday, October 18, 2018 Breakfast Forum:Distributions Retirement Planning
Thursday, September 20, 2018 Breakfast Forum:Washington Update:Legal & Regulatory Update for Retirement Plan Professionals
Thursday, August 23, 2018 2018 Member Appreciation
Wednesday, June 13, 2018 Missing Participants & Uncashed Checks – Problems Never Anticipated
Thursday, May 10, 2018 Breakfast Forum:Cyber-Security Threats To Plan Participants and Individuals Are Becoming More Pervasive
Thursday, April 19, 2018 Breakfast Forum:A Deep Dive into new Section 199A,
Thursday, March 15, 2018 Breakfast Forum: Nightmare on TPA Street – EPCRS Case Studies that will make your hair curl!
Wednesday, February 28, 2018 Technical Lunch Forum: RETIREMENT PLAN POLICY STATEMENTS
Wednesday, February 07, 2018 Breakfast Forum: Before the Feds Arrive, Have You Prepared?
Thursday, January 25, 2018 The 10th Annual ABCs of Pension Plans
Thursday, January 18, 2018 Breakfast Forum: Demystifying the Plan Audit Process – What Are the Auditors Really Doing?
Thursday, November 16, 2017 Breakfast Forum: See No Policy, Hear No Policy, Speak No Policy: Washington Retirement Update on Tax Reform, Fiduciary Rule, and Lawsuits
Thursday, October 19, 2017 Fee Equalization in 401(k) Plans
Thursday, September 14, 2017 Breakfast Forum: A Washington Update: Legal & Regulatory Update for Retirement Plan Professionals
Tuesday, August 22, 2017 Technical Lunch Forum: 2017 Western Benefits Conference Roundtable
Tuesday, July 11, 2017 2017 Member Appreciation
Thursday, May 18, 2017 Regulation, Self-regulation, and Professionalism and the Future of Financial Advice
Thursday, April 20, 2017 I’ll See You in Court! ERISA Litigation Update 2016/2017
Thursday, March 23, 2017 Technical Lunch Forum: 403(b) Plans in 2017: Significant Issues and Trends
Thursday, March 16, 2017 Social Security: Benefits, Deficits and Beyond
Tuesday, February 21, 2017 Navigating the Form 5500 Nonsense
Thursday, February 16, 2017 Fiduciary Best Practices – Will Your Plan Hold Up to a Compliance Review or Audit?
Tuesday, January 24, 2017 The 9th Annual ABCs of Pension Plans
Thursday, January 19, 2017 What the DOL Expects of Auditors and What Can Go Wrong
Thursday, November 17, 2016 Recognizing and Avoiding Pitfalls When Changing Record keepers
Thursday, October 20, 2016 Breakfast Forum: Mergers and Acquisition Issues - What Affect Does it Have on Your Clients?
Tuesday, September 13, 2016 Breakfast Forum: A Washington Update: How Will Recent Legislation Affect Your Clients?
Tuesday, August 23, 2016 Technical Lunch Forum: 2016 Western Benefits Conference Roundtable
Tuesday, July 19, 2016 Western Benefits Conference
Thursday, June 02, 2016 Technical Lunch Forum: Risky Business: The Pension Risk Hot Potato
Thursday, May 19, 2016 Washington Update: The DOL Fiduciary Rule Package (Is there Anything Else?)
Thursday, April 28, 2016 Technical Lunch Forum: ALL YOU EVER WANTED TO KNOW ABOUT LATE REMITTANCES – BUT WERE AFRAID TO ASK
Thursday, April 21, 2016 State-Sponsored Savings and Retirement Plans for Private Employers
Thursday, March 17, 2016 Settling Down – Lessons Learned from Recent Class-Action ERISA Settlements
Thursday, February 18, 2016 DOL’s Retirement Income Initiative - DC Plan Lifetime Income Products
Thursday, January 21, 2016 The 8th Annual ABCs of Pension Plans
Thursday, January 14, 2016 Plan Audit Quality - Top DOL Initiative!!
Thursday, November 19, 2015 Best Behavioral Practices To Solve the DC Outcomes Crisis
Thursday, October 22, 2015 Benefit Plan Vendor Agreements From the Employer’s Perspective: Better Know What’s in the Fine Print!
Thursday, September 17, 2015 The Supreme Court’s Decision in Tibble v. Edison International: What Are the Must Know Lessons for Plan Fiduciaries?
Tuesday, August 25, 2015 Technical Lunch Forum: 2015 Western Benefits Conference Roundtable
Sunday, July 19, 2015 2015 Western Benefits Conference
Tuesday, May 19, 2015 Breakfast Forum: The New Proposed Fiduciary Conflict of Interest Rule - How Will It Affect Financial Advisors?
Wednesday, May 06, 2015 Technical Lunch Forum: Are You a Modern 401(k) Fiduciary - Important Updates and Guidance for 2015
Thursday, April 16, 2015 Breakfast Forum: IRS's Voluntary Closing Agreement Program -- When EPCRS Just Isn't Good Enough
Thursday, March 19, 2015 Breakfast Forum: ERISA Litigation Update 2015 - Order in the Court!
Friday, March 06, 2015 Technical Lunch Forum: FEE DISCLOSURE: Issues, Solutions & Opportunities
Thursday, February 12, 2015 Breakfast Forum: Investments 101 - Understanding Retirement Plan Investments
Tuesday, January 20, 2015 Breakfast Forum: Avoiding Common Pitfalls in the Plan Restatement Process
Thursday, January 15, 2015 The 7th Annual ABCs of Pension Plans
Thursday, November 20, 2014 Breakfast Forum: Excessive Fee Litigation -- From the Plaintiff's Point of View
Thursday, October 16, 2014 Breakfast Forum: Benchmarking Service Provider Fees and Services
Thursday, September 18, 2014 Breakfast Forum-Washington Update: Legislation and Regulation Changes in Retirement Plans
Tuesday, August 19, 2014 Technical Lunch Forum 2014 Western Benefits Conference Roundtable
Sunday, July 27, 2014 Winning Strategies - The 2014 Western Benefits Conference
Thursday, May 15, 2014 Breakfast Forum: Changing Roles for Fulfilling Fiduciary Responsibilities
Thursday, April 17, 2014 Breakfast Forum: Avoiding Common Audit Pitfalls
Thursday, March 20, 2014 Breakfast Forum: Target Date Fund Guidance
Wednesday, March 05, 2014 Seminar: 2014 Financial Advisor Seminar
Thursday, February 20, 2014 Breakfast Forum: ERISA Litigation
Wednesday, February 05, 2014 Technical Lunch Forum: ASPPA Regional Conference Roundtable
Tuesday, January 21, 2014 Breakfast Forum: DOL Confidential
Tuesday, January 14, 2014 The 6th Annual ABCs of Pension Plans
Thursday, November 21, 2013 Breakfast Forum: Anatomy of a Correction
Wednesday, November 13, 2013 Technical Lunch Forum: Distributions, Loans and Un-Cashed Checks
Thursday, October 17, 2013 Breakfast Forum: The U.S. Supreme Court's Decision on DOMA and Related Guidance
Wednesday, September 18, 2013 Breakfast Forum: Legislative and Regulatory Update with Stephen Forbes
Thursday, August 15, 2013 Technical Lunch Forum
Thursday, May 23, 2013 Breakfast Forum: Issues, Concerns and Solutions in Auditing 403(b) Plans
Wednesday, May 08, 2013 Webinar: Circular 230 Overview
Tuesday, May 07, 2013 Seminar: Growing Your Book of Pension Business
Tuesday, April 23, 2013 Technical Lunch Forum: Health Care Reform - Play or Pay
Thursday, April 18, 2013 Breakfast Forum: Participant Behavior in Qualified Retirement Plans and What it Means to Maximize It
Thursday, March 28, 2013 Webinar: Multiple Employer Plans
Thursday, March 21, 2013 Breakfast Forum: ERISA Litigation Update 2012/2013
Thursday, February 21, 2013 Breakfast Forum - New EPCRS Procedures
Tuesday, February 05, 2013 Technical Lunch Forum
Tuesday, January 29, 2013 Breakfast Forum: 2013 Updates from U.S.DOL's Office of Chief Accountant and LARO
Wednesday, January 09, 2013 The ABCs of Pension Law
Thursday, November 15, 2012 Breakfast Forum
Thursday, October 18, 2012 Breakfast Forum: Service Provider and Participant Fee Disclosures
Tuesday, September 25, 2012 Technical Lunch Forum
Wednesday, September 19, 2012 Breakfast Forum
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