Upcoming 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.

Upcoming events

    • Wednesday, September 29, 2021
    • 4:30 PM - 7:00 PM
    • Arden Hills, 1220 Arden Hills Ln, Sacramento, CA 95864

    Ghosts, Goblins, Cybersecurity, Oh My!

    Wednesday, September 29th, 2021
    4:30 - 7:00 pm
    at Arden Hills Resort


    The DOL’s cybersecurity guidance has prompted many plan sponsors to take a closer look at their retirement plan providers. You may be wondering what steps providers are taking to maintain cybersecurity and protect the retirement benefits of America's workers.

    Join Zach Carstensen as he reviews John Hancock's Cybersecurity Guarantee1 and the safeguards they’ve put in place to help protect plan data and participant account balances, including:

    • Microsoft’s Azure cloud platform
    • RSA adaptive authentication
    • Phoneprinting
    • Infrastructure security
    • And much more

    You will also learn about the latest cyberthreats and what you can do to help protect against them. 

    Sacramento Chapter Members:  Free
    Non-Member:  $40


    Based in Sacramento, California, Zachary Carstensen, Senior Regional Vice President, is responsible for sales and relationship development with financial representatives and plan consultants in northern and central California. John Hancock is a provider of retirement plan products and services for qualified retirement plans.

    Zachary has acquired more than 18 years’ experience in the financial services industry.  Zachary qualified for the John Hancock Retirement Plan Services President’s Club 10 times, and was the President in 2018.  Qualification is awarded to Regional Vice Presidents who consistently finish in the top 15% of his peers.

    Zachary earned a Bachelor of Arts Degree from DePauw University.  Zachary currently holds a Series 7, 6, and 63 licenses, and holds life/health licenses in California, Illinois, Indiana and New York.

    Special thanks to our generous Chapter Sponsors!


    NOT A MEMBER YET?  Find out how to join!

Past events

Thursday, August 26, 2021 2021-2022 WP&BC Annual Social
Wednesday, June 09, 2021 CalSavers Not Preempted By ERISA - The Latest On The Program
Monday, May 17, 2021 NAFE Amplified 2.0
Tuesday, April 27, 2021 Pooled Employer Plans (PEPs) – Latest Developments & Moving Beyond the Hype
Wednesday, March 24, 2021 2021 Annual Legislative & Regulatory Update - Part 2
Wednesday, February 24, 2021 2021 Annual Legislative & Regulatory Update - Part 1
Tuesday, December 15, 2020 A 2021 Capital Markets, Legislative and Regulatory Outlook / Lessons Learned from Pandemics, Elections and Murder Hornets
Tuesday, November 17, 2020 Will Anything Be New in Washington After the Election?
Tuesday, October 20, 2020 On Beyond Fiduciary: Effective Plan Governance
Wednesday, September 16, 2020 What's New in Washington (and what actually matters for you)
Tuesday, August 18, 2020 Lights, Camera, Sell! Virtual Workshop with Sheri Fitts
Wednesday, April 22, 2020 Webinar: Greater Tax Deferral Using Cash Balance Plans
Wednesday, March 18, 2020 Recent Developments in ERISA Litigation and Tips on Fulfilling Your Fiduciary Duties
Wednesday, January 29, 2020 2020 Annual Legislative & Regulatory Update
Wednesday, November 13, 2019 What to Expect When You’re Expecting a Conversion: Best Practices When Changing Retirement Plan Providers
Wednesday, September 18, 2019 Missing Participants/Uncashed Checks: WTF (without the fuss)
Wednesday, August 28, 2019 2019-2020 Member Social
Wednesday, June 05, 2019 Capital Forum on Pensions 2019
Wednesday, May 08, 2019 The Value of the TPA
Wednesday, April 24, 2019 Coming Together: Controlled Groups & Acquisitions
Wednesday, March 20, 2019 Fiduciary Education & DOL Investigations
Wednesday, January 30, 2019 2019 Annual Legislative & Regulatory Update
Wednesday, December 05, 2018 Dec. 5th: Kick Off the Holidays with a Cheerful Year-End Checklist Review
Wednesday, September 26, 2018 WP&BC Annual Social
Wednesday, May 16, 2018 Capital Forum on Pensions 2018
Wednesday, April 18, 2018 Eligibility Choices: Benefits and Consequences & Top Ten Distribution Failures: How to Correct Them
Wednesday, March 21, 2018 Disaster Relief and 5500 Changes and 5th Circuit Decision on the Fiduciary Rule
Wednesday, February 07, 2018 What's Happening with Litigation and Regulations? - Get the Latest Updates!
Wednesday, November 01, 2017 Retirement Plan Issues in Mergers and Acquisitions?
Wednesday, September 20, 2017 How to Reduce Fiduciary Liability - A Two Step Tango
Wednesday, August 30, 2017 WP&BC Member Social
Wednesday, May 24, 2017 Capital Forum on Pensions 2017
Wednesday, April 19, 2017 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
Wednesday, March 22, 2017 Employment Law
Wednesday, February 01, 2017 Annual Legislative and Regulatory Update
Wednesday, November 16, 2016 Compliance Panel
Wednesday, October 19, 2016 Fiduciary Rule - what you need to know
Wednesday, September 21, 2016 WP&BC Member Social
Wednesday, May 25, 2016 Capital Forum on Pensions 2016
Wednesday, April 27, 2016 Plan Fiduciary Compliance
Wednesday, March 16, 2016 Health Care Update
Wednesday, March 16, 2016 Financial Advisors
Wednesday, January 20, 2016 Annual Legislative and Regulatory Update
Wednesday, November 18, 2015 Compliance Panel
Wednesday, October 21, 2015 Cash Balance Basics
Wednesday, September 16, 2015 WP&BC Social Event!
Wednesday, May 20, 2015 Capital Forum on Pensions 2015
Wednesday, March 25, 2015 Chapter Meeting: Is Your Sensitive Data Protected?
Wednesday, February 25, 2015 Chapter Meeting: Annual Legislative and Regulatory Update
Wednesday, January 14, 2015 Breakfast Chapter Meeting - Health Care Reform Update
Thursday, November 13, 2014 WEBINAR - Long Term Healthcare
Wednesday, November 05, 2014 First Chapter Meeting of the 2014/2015 Year!
Wednesday, October 29, 2014 WEBINAR - Roth Accounts and Conversions - Trick or Treat!
Thursday, September 25, 2014 WP&BC Kickoff Social Event!
Wednesday, May 21, 2014 Capital Forum on Pensions 2014
Wednesday, March 19, 2014 Chapter Meeting: Annual Legislative and Regulatory Update
Thursday, January 30, 2014 Chapter Meeting: An Update on Health Care Reform: Strategies for Compliance!
Wednesday, October 23, 2013 Chapter Meeting
Wednesday, September 18, 2013 Social Event
Wednesday, May 01, 2013 Chapter Meeting
Wednesday, February 20, 2013 Chapter Meeting: Annual Legislative and Regulatory Update
Wednesday, January 16, 2013 Chapter Meeting
Wednesday, October 24, 2012 Chapter Meeting
Wednesday, September 19, 2012 Social Event

Western Pension & Benefits Council Sacramento Chapter

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