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

    • Tuesday, May 17, 2022
    • 4:30 PM - 6:00 PM
    • The Sutter Club, 1220 9th Street Sacramento, CA 95814

    Please join us for our next Chapter Meeting - 

    The End of the Limited Scope
    401(k) Plan Audit


    Crystal Coleman, CPA, CEBS CliftonLarsonAllen LLP

    Mark your calendars -
    Tuesday, May 17th  |  4:30 pm - 6 pm The Sutter Club


    As Statement on Auditing Standards (SAS) No.136 takes effect, you might be wondering how the new standard will change the audit of employee benefit plans. We will discuss the changes to EBP audits starting with 2021 year-ends. Crystal Coleman will provide background on what prompted this change and what to expect as we replace the limited scope audit with the ERISA Section 103(a)(3)(C) audit. Crystal will also answer questions, address concerns, and discuss key topics, such as:

    • Changes in the Audit Report for ERISA Section 103(a)(3)(C) Audits
    • Changes to Communications to Those Charged with Governance
    • Additional Procedures Unique to ERISA Section 103(a)(3)(C) Audits
    • Common Audit Findings
    • How to Get the Most Value From the Annual Audit Process


    Crystal Coleman, CPA, CEBS Principal, Employee Benefit Plans   CliftonLarsonAllen LLP

    Crystal has practiced public accounting since 2002 and worked exclusively in the employee benefit plan area since 2008. She provides assurance services for a variety of benefit plans including defined contribution plans, defined benefit plans, employee stock ownership plans, and health and welfare plans. She signs 100+ plan audits annually and is also well-versed in the preparation and filing of the Form 5500.

    Crystal previously co-authored Knowledge Based Audits of Employee Benefit Plans for CCH Publishing and is a frequent author of articles on various benefit plan topics. Crystal is a seasoned presenter at industry conferences including the AICPA National Conference on Employee Benefit Plans, the Western Benefits Conference and the International Society of Certified Employee Benefit Plan Specialists Annual Symposium.


    • 4:30 - 5:00 Registration/Reception
    • 5:00 - 6:00 Meeting
    • Reception following

    1 CE or 1 Hours each for:

    • California CPAs
    • ASPPA certifications
    • NIPA certifications
    • Certified Financial Planners, CFP
    • JBEA
    • MCLE for California attorneys
    • Enrolled Retirement Plan Agents and Enrolled Agents, ERPA


    • Have some food and beverages on us
    • Special meeting for members

    Sacramento Chapter Members:  Free
    Non-Member:  $40

    NOT A MEMBER YET?  Find out how to join!

    Special thanks to our generous Chapter Sponsors!


Past events

Wednesday, March 30, 2022 Fiduciary Liability Insurance – Why You and Your Clients Want to Know About It
Wednesday, January 26, 2022 2022 Annual Legislative & Regulatory Update
Wednesday, November 10, 2021 Evolving EPCRS Plan Corrections: The New Revenue Procedure
Wednesday, September 29, 2021 Ghosts, Goblins, Cybersecurity, Oh My!
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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