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, January 24, 2019
    • 8:00 AM - 4:30 PM
    • Capital Group, 6455 Irvine Center Drive, Irvine, CA
    • 41
    Register

    LEARN THE BASICS FROM THE EXPERTS

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

    • Law Basics
    • Types of plans
    • ERISA
    • Plan administration
    • Plan funding and Fiduciary responsibilities
    • Plan design and requirements
    • 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:

    Hitz Burton, JD                              Aon Hewitt                                                               Mr. Burton is a Partner in Aon Hewitt’s Newport Beach office. Hitz provides advice to clients regarding the design and administration of their qualified and nonqualified retirement plans. Hitz also has extensive work experience as the lead consultant on more than a dozen compliance audits for qualified retirement plans over the last several years. Additionally, Mr. Burton has been the lead Hewitt consultant on over 40 acquisitions for Fortune 200 clients of the firm. Prior to joining Hewitt in 1997, Mr. Burton was an associate with the Boston law firm of Hutchins, Wheeler & Dittmar where he worked in the firm’s ERISA practice group and specialized in providing clients with advice regarding how their merger and acquisition activity would impact their benefit plans and programs. Hitz is the current President for the Orange County Chapter of the Western Pension & Benefits Council. 

    Douglas Van Galder, ERPA, QPA          Boutwell Fay, LLP                                              Mr. Van Galder, Compliance Analyst, former TPA as an Executive Vice President of QBI, LLC and former President and a Principal of Strategic Pension Services, Inc. has over thirty years of experience in the design, implementation, administration and compliance aspects of all types and sizes of qualified retirement plans.  Mr. Van Galder received B.A. degrees in Economics and Political Science from UCLA.  He is a long term member of ASPPA and is also a long term member of, and the current President of the Western Pension & Benefits Council Governing Board.

    Stuart Hack, JD, CLU                           Sunlin Consulting
    Mr. Hack is a Partner with Sunlin Consulting LLC and Vice President of Sunlin Consulting Investment Advisory Services LLC.  He advises qualified plan sponsors and record keepers on fiduciary liability exposure management.  He designs, implements and monitors fiduciary best-practices programs, including fully documented ERISA 404(a)(5), 404(c) and 408(b)(2) compliance solutions. Mr. Hack is a former President of the Orange County Chapter of the WP&BC and current Board Member.

    Samantha Ter-Kasarian Graboff, CPA     Windes

    Ms. Graboff, CPA, is a Senior Manager, Audit & Assurance Service practice at Windes, Inc.  She has over 13 years of experience in auditing employee benefit plans including 401(k), defined benefit plans and health and welfare plans. She is an active member of the American Institute of Certified Public Accounts and the California Society of Certified Public Accountants. She also is a member of the Employee Benefit Audit Quality Center and is a current board member of the Orange County Chapter of the Western Pension & Benefits Council.

     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.

    Continuing Education: 5 hours for:

     AIF  (pending)         ASPPA               CEBS            CFP (pending)                                                                                              
     CPAs (CA)            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, 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
Western Pension & Benefits Council Orange County Chapter
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