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Thursday, January 16, 2025
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The Long and Short of LTPT
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Thursday, November 21, 2024
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Social Security & Lifetime Income
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Tuesday, November 12, 2024
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Managing Forfeitures in Retirement Plans: Lessons from Recent Cases
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Thursday, October 17, 2024
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401(k) M&A in a Post SECURE 2.0 World
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Thursday, September 19, 2024
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Decoding Policy: Turning Legislation and Data into Effective Strategies
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Wednesday, June 26, 2024
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2024 WP&BC-OC Member Appreciation
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Thursday, May 16, 2024
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Fiduciary Issues, DOL Fiduciary Rules & Best Practices
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Thursday, April 18, 2024
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ERISA Litigation: Where to now?
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Thursday, March 21, 2024
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Diving Deep into Stable Value and Fund Revenue Sharing
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Thursday, February 15, 2024
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Understanding Roth: From Employer Sponsored Plans to Individual Planning
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Wednesday, January 24, 2024
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16th Annual Retirement Plan Essentials
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Thursday, January 11, 2024
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Navigating Fiduciary Responsibility and Common Compliance Concerns in Retirement Plans
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Thursday, November 16, 2023
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It’s Now or Never: Elvis’s Top 10 Year End Benefits Hits!
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Thursday, October 26, 2023
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Cybersecurity & Automating Payroll in the 21st Century
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Thursday, September 14, 2023
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Self-Correction after SECURE Act 2.0
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Thursday, August 24, 2023
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2023 WP&BC-OC Member Appreciation
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Tuesday, May 16, 2023
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The Long Arm of The Law - ERISA Litigation Update
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Thursday, April 20, 2023
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SECURE 2.0 and Missing Participants
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Thursday, March 16, 2023
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Are You Ready For the 401(k) of The Future?
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Thursday, February 16, 2023
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Understanding the Intricacies of Stable Value and ESG Investments
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Wednesday, January 25, 2023
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Retirement Plan Essentials
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Tuesday, January 10, 2023
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Washington Update with Brian Graff
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Thursday, November 17, 2022
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Top DC Trends and Developments
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Thursday, October 20, 2022
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Nothing is Certain Except Death and Taxes, but Stranger Things Have Occurred
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Thursday, September 22, 2022
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Washington DC is Focused on Retirement Plans: What Retirement Professionals Need to Know about What’s Going On
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Thursday, August 11, 2022
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2022 WP&BC-OC Member Appreciation
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Wednesday, June 01, 2022
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Recorded Webinar: The 14th Annual ABCs of Pension Plans
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Thursday, May 19, 2022
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Odd Duck Plans
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Thursday, April 21, 2022
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Financial Wellness
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Thursday, March 17, 2022
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Retirement Plan Alternatives for Small Plan Sponsors: CalSavers & PEPs
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Thursday, February 17, 2022
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2022 Plan Administration and Beyond
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Tuesday, January 25, 2022
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The 14th Annual ABCs of Pension Plans
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Thursday, January 20, 2022
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War Stories: Tiger Lawyer vs. Big Plan Rescue
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Thursday, November 11, 2021
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Managing Health Care Expenses in Retirement & Savvy Social Security Planning
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Thursday, October 28, 2021
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Cyber (in)Security & Retirement Plans
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Thursday, September 23, 2021
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Understanding and Applying the New Correction Procedure
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Thursday, August 12, 2021
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Connecting more Effectively with Clients, Co-Workers, Family & Friends
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Thursday, July 15, 2021
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Unleashing Operational Alpha
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Thursday, June 17, 2021
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The Landscape of Sustainable Investing in DC
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Thursday, May 20, 2021
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The [Hitchhiker’s] DOL’s Guide to [the Galaxy] Missing Participants
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Thursday, April 22, 2021
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2021 is Bringing More Change than We Expected: What You Need to Know about What’s Going on in Washington DC
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Thursday, March 18, 2021
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Recommendations for Plan Sponsors, Fiduciaries, and Service Providers From a Plaintiff’s Litigation Perspective
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Thursday, February 18, 2021
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Here We Go Again; With a Twist
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Tuesday, January 26, 2021
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The 13th Annual ABCs of Pension Plans
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Thursday, January 21, 2021
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Lions, and Tigers and Bears, Oh My!: Retirement Plan Issues in a Pandemic
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Thursday, November 19, 2020
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Power Your Practice with Financial Wellness and Retirement Income Trends and Preferences
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Tuesday, October 27, 2020
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PART II - Retirement Plan Alternatives for Small Plan Sponsors: Pooled Employer Plans (PEPs)
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Thursday, September 17, 2020
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Online Webinar: Retirement Policy in a Pandemic – Way More than Six Feet Apart
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Wednesday, August 26, 2020
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New Retirement Plan Designs as a Result of the SECURE Act
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Thursday, August 20, 2020
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Online Webinar: Challenges & Opportunities: Evaluating the impact of pending DOL regulations on you and your clients
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Thursday, July 16, 2020
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Online Webinar: The CARES Act: Where Are We Now & How Can We Best Approach The Challenges?
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Thursday, May 21, 2020
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Online Webinar: The Emerging Cybersecurity Risks as a Result of COVID-19
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Thursday, April 16, 2020
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Share Class Wars
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Thursday, March 19, 2020
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Best Practices For Changing Recordkeepers
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Thursday, February 20, 2020
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The SECURE Act and Its Impact on the Future of the U.S. Retirement System
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Wednesday, February 12, 2020
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Retirement Plan Alternatives for Small Plan Sponsors: CalSavers, Private Qualified Plans, IRA-Based Plans
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Thursday, January 23, 2020
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The 12th Annual ABCs of Pension Plans
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Thursday, January 16, 2020
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Breakfast Forum:Retirement Plan Audits – Basics, Best Practices and Upcoming Changes
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Thursday, November 21, 2019
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Breakfast Forum:Navigating the Distribution Correction Minefield
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Tuesday, November 05, 2019
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Playing Well With Others in the Retirement Plan M&A Sandbox
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Thursday, October 17, 2019
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Breakfast Forum: Arrangements to Supplement 401k plans
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Thursday, September 19, 2019
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Breakfast Forum: Update on ERISA litigation and Lessons Learned
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Thursday, August 15, 2019
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Expanded EPCRS and Determination Letter Program
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Thursday, May 16, 2019
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Breakfast Forum: Cyber Security – Are You At Risk?
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Thursday, April 18, 2019
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Breakfast Forum: Courts, Congress & Compliance – What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
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Thursday, March 21, 2019
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Breakfast Forum:TARGET DATE FUNDS Where have we been, where are we now, where are we going…..
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Thursday, March 07, 2019
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Navigating Pre-Approved Plan Documents
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Thursday, February 14, 2019
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Breakfast Forum:MEPs, PEPs, 3(16), and State Sponsored Plans
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Thursday, January 24, 2019
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The 11th Annual ABCs of Pension Plans
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Thursday, January 17, 2019
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Breakfast Forum:Department of Labor Update - Keeping Current
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Thursday, November 29, 2018
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Legacy of the DOL Fiduciary Rule
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Thursday, November 15, 2018
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Breakfast Forum:What You Need To Know To Insure Retirement Plan Risks
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Thursday, October 18, 2018
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Breakfast Forum:Distributions Retirement Planning
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Thursday, September 20, 2018
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Breakfast Forum:Washington Update:Legal & Regulatory Update for Retirement Plan Professionals
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Thursday, August 23, 2018
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2018 Member Appreciation
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Wednesday, June 13, 2018
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Missing Participants & Uncashed Checks – Problems Never Anticipated
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Thursday, May 10, 2018
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Breakfast Forum:Cyber-Security Threats To Plan Participants and Individuals Are Becoming More Pervasive
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Thursday, April 19, 2018
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Breakfast Forum:A Deep Dive into new Section 199A,
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Thursday, March 15, 2018
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Breakfast Forum: Nightmare on TPA Street – EPCRS Case Studies that will make your hair curl!
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Wednesday, February 28, 2018
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Technical Lunch Forum: RETIREMENT PLAN POLICY STATEMENTS
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Wednesday, February 07, 2018
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Breakfast Forum: Before the Feds Arrive, Have You Prepared?
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Thursday, January 25, 2018
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The 10th Annual ABCs of Pension Plans
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Thursday, January 18, 2018
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Breakfast Forum: Demystifying the Plan Audit Process – What Are the Auditors Really Doing?
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Thursday, November 16, 2017
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Breakfast Forum: See No Policy, Hear No Policy, Speak No Policy: Washington Retirement Update on Tax Reform, Fiduciary Rule, and Lawsuits
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Thursday, October 19, 2017
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Fee Equalization in 401(k) Plans
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Thursday, September 14, 2017
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Breakfast Forum: A Washington Update: Legal & Regulatory Update for Retirement Plan Professionals
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Tuesday, August 22, 2017
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Technical Lunch Forum: 2017 Western Benefits Conference Roundtable
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Tuesday, July 11, 2017
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2017 Member Appreciation
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Thursday, May 18, 2017
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Regulation, Self-regulation, and Professionalism and the Future of Financial Advice
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Thursday, April 20, 2017
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I’ll See You in Court! ERISA Litigation Update 2016/2017
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Thursday, March 23, 2017
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Technical Lunch Forum: 403(b) Plans in 2017: Significant Issues and Trends
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Thursday, March 16, 2017
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Social Security: Benefits, Deficits and Beyond
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Tuesday, February 21, 2017
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Navigating the Form 5500 Nonsense
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Thursday, February 16, 2017
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Fiduciary Best Practices – Will Your Plan Hold Up to a Compliance Review or Audit?
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Tuesday, January 24, 2017
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The 9th Annual ABCs of Pension Plans
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Thursday, January 19, 2017
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What the DOL Expects of Auditors and What Can Go Wrong
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Thursday, November 17, 2016
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Recognizing and Avoiding Pitfalls When Changing Record keepers
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Thursday, October 20, 2016
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Breakfast Forum: Mergers and Acquisition Issues - What Affect Does it Have on Your Clients?
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Tuesday, September 13, 2016
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Breakfast Forum: A Washington Update: How Will Recent Legislation Affect Your Clients?
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Tuesday, August 23, 2016
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Technical Lunch Forum: 2016 Western Benefits Conference Roundtable
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Tuesday, July 19, 2016
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Western Benefits Conference
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Thursday, June 02, 2016
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Technical Lunch Forum: Risky Business: The Pension Risk Hot Potato
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Thursday, May 19, 2016
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Washington Update: The DOL Fiduciary Rule Package (Is there Anything Else?)
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Thursday, April 28, 2016
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Technical Lunch Forum: ALL YOU EVER WANTED TO KNOW ABOUT LATE REMITTANCES – BUT WERE AFRAID TO ASK
|
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Thursday, April 21, 2016
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State-Sponsored Savings and Retirement Plans for Private Employers
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Thursday, March 17, 2016
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Settling Down – Lessons Learned from Recent Class-Action ERISA Settlements
|
|
Thursday, February 18, 2016
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DOL’s Retirement Income Initiative - DC Plan Lifetime Income Products
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|
Thursday, January 21, 2016
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The 8th Annual ABCs of Pension Plans
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Thursday, January 14, 2016
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Plan Audit Quality - Top DOL Initiative!!
|
|
Thursday, November 19, 2015
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Best Behavioral Practices To Solve the DC Outcomes Crisis
|
|
Thursday, October 22, 2015
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Benefit Plan Vendor Agreements From the Employer’s Perspective: Better Know What’s in the Fine Print!
|
|
Thursday, September 17, 2015
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The Supreme Court’s Decision in Tibble v. Edison International: What Are the Must Know Lessons for Plan Fiduciaries?
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Tuesday, August 25, 2015
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Technical Lunch Forum: 2015 Western Benefits Conference Roundtable
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|
Sunday, July 19, 2015
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2015 Western Benefits Conference
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Tuesday, May 19, 2015
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Breakfast Forum: The New Proposed Fiduciary Conflict of Interest Rule - How Will It Affect Financial Advisors?
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|
Wednesday, May 06, 2015
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Technical Lunch Forum: Are You a Modern 401(k) Fiduciary - Important Updates and Guidance for 2015
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Thursday, April 16, 2015
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Breakfast Forum: IRS's Voluntary Closing Agreement Program -- When EPCRS Just Isn't Good Enough
|
|
Thursday, March 19, 2015
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Breakfast Forum: ERISA Litigation Update 2015 - Order in the Court!
|
|
Friday, March 06, 2015
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Technical Lunch Forum: FEE DISCLOSURE: Issues, Solutions & Opportunities
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Thursday, February 12, 2015
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Breakfast Forum: Investments 101 - Understanding Retirement Plan Investments
|
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Tuesday, January 20, 2015
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Breakfast Forum: Avoiding Common Pitfalls in the Plan Restatement Process
|
|
Thursday, January 15, 2015
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The 7th Annual ABCs of Pension Plans
|
|
Thursday, November 20, 2014
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Breakfast Forum: Excessive Fee Litigation -- From the Plaintiff's Point of View
|
|
Thursday, October 16, 2014
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Breakfast Forum: Benchmarking Service Provider Fees and Services
|
|
Thursday, September 18, 2014
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Breakfast Forum-Washington Update: Legislation and Regulation Changes in Retirement Plans
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|
Tuesday, August 19, 2014
|
Technical Lunch Forum 2014 Western Benefits Conference Roundtable
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|
Sunday, July 27, 2014
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Winning Strategies - The 2014 Western Benefits Conference
|
|
Thursday, May 15, 2014
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Breakfast Forum: Changing Roles for Fulfilling Fiduciary Responsibilities
|
|
Thursday, April 17, 2014
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Breakfast Forum: Avoiding Common Audit Pitfalls
|
|
Thursday, March 20, 2014
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Breakfast Forum: Target Date Fund Guidance
|
|
Wednesday, March 05, 2014
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Seminar: 2014 Financial Advisor Seminar
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|
Thursday, February 20, 2014
|
Breakfast Forum: ERISA Litigation
|
|
Wednesday, February 05, 2014
|
Technical Lunch Forum: ASPPA Regional Conference Roundtable
|
|
Tuesday, January 21, 2014
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Breakfast Forum: DOL Confidential
|
|
Tuesday, January 14, 2014
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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
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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
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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
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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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