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, March 21, 2019
    • 7:30 AM - 9:45 AM
    • Andrei's Restaurant, 2607 Main Street, Irvine
    • 4


    Where have we been,

                    where are we now,

                               where are we going…..

     The Presentation: 

      Matt will discuss the background and history of Target Date Funds with a focus on Asset Growth, TDF Options (active, passive, hybrid, etc.) and Product Evolution and Innovation.  Additional information will be presented regarding Target Date Fund Industry Statistics on usage and Asset Flows.

      Erik will present an Overview of Advantages/Disadvantages/Flaws of Target Date Fund offerings from an investment perspective.

      Questions that will be addressed:

      Þ      What are the latest innovations in the target date fund space?

      Þ      What alternatives are there to target date funds?

      Þ      Discussion around the DOL’s 2013 Target Date Fund Guidance

      Þ      How has the fee landscape changed over the history of TDFs and where is it headed?

      Þ      Benchmarking

      Þ      TDF Litigation

      Our Speakers: Matt Wilde and Erik Daley

      • Matt Wilde, Vice President, Director - Investment Solutions at Wells Fargo Institutional Retirement and Trust.  Matt has broad experience in the financial services industry including over a decade of institutional investment exposure with a focus on retirement plans. Background in both defined contribution and defined benefit plans for corporate and not-for-profit plan sponsors. Diversified exposure working in investment consulting, directly with plan sponsors and with investment service providers. Specialties include investment related issues, plan design, compliance, fiduciary oversight and negotiations. 
      • Erik Daley, managing principal for Multnomah Group. Erik is a member of Multnomah Group’s Investment Committee and leads the firm’s tax-exempt practice. He regularly consults with clients on a variety of retirement plan related topics to help manage their fiduciary risks. He is also a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events.  

      Who Should Attend: 

      • Plan Fiduciaries who want to know more about target date funds in their plans and their fiduciary duties in selecting them
      • Plan Sponsors who want to assess which Target Date Funds to include
      • Financial Advisors who want to know more about where Target Date Funds are going and what the current issues are
      • Auditors who want to know the role of Target Date funds in plans they audit
      • Recordkeepers who would like to know more about Target Date fund utilization and likely future changes
      • Consultants who would like to have the most current information on Target Date fund issues, utilization and the newest iterations

      Continuing Education: 
      • 2 CE for AIF Certification (pending)
      • 2 CE for ASPPA certifications
      • 2 CEC for NIPA certifications
      • 2 CPE for CEBS
      • 1.75 hours MCLE for California attorneys
      • 2 hours for California CPAs
      • 2 hours for Certified Financial Planners (pending)
      • 2 hour for ERPA and Enrolled Agents 

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

      The reservation deadline for this event is Friday, March 14.

      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, 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 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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