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

    • Thursday, October 20, 2022
    • 7:30 AM - 9:45 AM
    • Andrei's Restaurant, 2607 Main Street, Irvine
    Register
         



    Nothing is Certain Except Death and Taxes,

    but Stranger Things Have Occurred

    Join Us at Andrei's

    Thursday, October 20, 2022

    8:00 am to 9:45 am

    Our Presentation:

    As Halloween approaches, our thoughts turn to ghosts and ghouls and the always frightening topic of what happens to plan benefits when someone dies.  We will cover all manner of spooky death related topics: beneficiary designations (or the lack of same); processing death distributions; disputes among potential death beneficiaries, benefit disclaimers, required minimum distributions (including the current proposed regulations); death related provisions in plan documents; and of critical importance – will there be another Journey cover in the final season of Stranger Things?

    Our Speaker:

    Sherrie Boutwell

    For over thirty years, Sherrie has focused her entire law practice and ongoing education on finding solutions in this ever-changing and complex area of today’s employee benefit challenges. She enjoys unraveling the mysteries of ERISA with her clients with a clear focus on truly understanding each client’s issues while carefully and clearly defining the best options for each situation. 

    Sherrie has represented clients before the Internal Revenue Service, the United States Department of Labor, the Pension Benefit Guaranty Corporation, arbitrators from the American Arbitration Association and the United States District Court, with respect to employee benefits issues.

    With an emphasis on retirement and deferred compensation plans, Sherrie advises and counsels a broad range of clients including employers, employees, plan fiduciaries, financial institutions, government agencies and trade associations, on a wide array of employee benefits matters.

    Sherrie has extensive experience and is a highly sought-after speaker, writer, and advisor on employee benefits topics.

      Continuing Education:

      • 2 CE for AIF (pending)
      • 2 CECs for ERPA (pending)
      • 2 CPEs for ASPPA certifications
      • 2 CECs for NIPA certifications
      • 2 hours for California CPAs 
      • 1.75 hours of California MCLE
      • 2 hours for Certified Financial Planners (pending)
      • 2 CE for CRPS 
      • 2 CE for CEBS

      Pricing:

      • Early Bird (through October 7th): $45 for members, $65 for non-members 
      • Regular: $55 for members, $75 for non-members
      • Gold Members: 1 prepaid ticket for each breakfast forum
      • Corporate & Sponsor Members: 3 prepaid tickets for each breakfast forum

      Doors open at 7:30 am for check-in, breakfast and networking.  Our program will begin at 8:00 am and this program will end at approximately 9:45 am.  The registration fee includes a full breakfast buffet and hosted valet parking.

      The reservation deadline for this event is Monday, October 17th.

      • 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.

    Past events

    Thursday, September 22, 2022 Washington DC is Focused on Retirement Plans: What Retirement Professionals Need to Know about What’s Going On
    Thursday, August 11, 2022 2022 WP&BC-OC Member Appreciation
    Wednesday, June 01, 2022 Recorded Webinar: The 14th Annual ABCs of Pension Plans
    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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