Chapter Meeting

  • Wednesday, October 24, 2012
  • 4:30 PM - 6:45 PM
  • Spataros on the Patio, 1415 L Street, Sacramento


Registration is closed

When Do Retirement Plan Investments Generate Taxable Income? Avoiding Unpleasant Surprises.

Our speakers will be James C. Paul of Ferenczy + Paul LLP and Kristen Ficker of Crowe Horwath LLP.

Jim and Kristen will discuss how to identify retirement plan investments that generate Unrelated Business Taxable Income (UBTI) and how to report UBTI when required.  What will you learn?

  • When does Unrelated Business Income Tax (UBIT) apply?
  • What types of transactions may generate taxable income for retirement plans?
  • How is UBTI reported?
  • What are the tax rates?
  • Case Studies

They will also talk audit and ERISA issues for "non-standard" investments.  Plan sponsors are looking for alternative investments as they shy away from the stock market.  Be prepared to advise your clients on how to avoid receiving a nasty tax bill on retirement plan investment income.

The reservation deadline for this event is Wednesday, October 17, 2012.


 4:30 - 5:00 p.m.  Reception/Cocktails/Hors d'oeuvres 
 5:00 - 6:15 p.m.  Program
 6:15 - 6:45 p.m.  Post-Program Reception

Please note the new location:
Spataros on the Patio
, 1415 L Street, Sacramento, CA, (916) 440-8888
Parking is available through the valet service.  No charge for attendees.

Thank you to our 2012-2013 season sponsors:


Western Pension & Benefits Council Sacramento Chapter

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