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Wednesday, November 13, 2024
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How to Make the Most of Automatic Enrollment
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Thursday, August 22, 2024
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2024-25 Annual Welcome Social with the Sacramento Chapter of the WP&BC
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Thursday, June 06, 2024
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Capital Forum on Pensions (CFOP) 2024
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Wednesday, May 01, 2024
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Cash Balance 101
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Wednesday, March 20, 2024
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PEP Talk
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Wednesday, January 24, 2024
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2024 Annual Legislative & Regulatory Update
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Wednesday, November 08, 2023
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SECURE Act 2.0 Update: What Plan Sponsors need to know for 2024
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Wednesday, August 23, 2023
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2023-24 WP&BC Sacramento Chapter Annual Social
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Wednesday, May 03, 2023
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Understanding ESG Investments in Retirement Plans
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Thursday, March 23, 2023
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Deciphering Crypto: Blockchain Technology and Cryptocurrency Assets
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Wednesday, January 25, 2023
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2023 Annual Legislative & Regulatory Update
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Wednesday, November 30, 2022
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Year-End Planning for Benefit Professionals
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Wednesday, October 19, 2022
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CalSavers Update 3.0 - A 2022 Review
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Wednesday, September 21, 2022
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2022-2023 WP&BC Sacramento Chapter Annual Social
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Tuesday, May 17, 2022
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The End of the Limited Scope 401K Plan Audit
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Wednesday, March 30, 2022
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Fiduciary Liability Insurance – Why You and Your Clients Want to Know About It
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Wednesday, January 26, 2022
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2022 Annual Legislative & Regulatory Update
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Wednesday, November 10, 2021
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Evolving EPCRS Plan Corrections: The New Revenue Procedure
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Wednesday, September 29, 2021
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Ghosts, Goblins, Cybersecurity, Oh My!
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Thursday, August 26, 2021
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2021-2022 WP&BC Annual Social
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Wednesday, June 09, 2021
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CalSavers Not Preempted By ERISA - The Latest On The Program
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Monday, May 17, 2021
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NAFE Amplified 2.0
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Tuesday, April 27, 2021
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Pooled Employer Plans (PEPs) – Latest Developments & Moving Beyond the Hype
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Wednesday, March 24, 2021
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2021 Annual Legislative & Regulatory Update - Part 2
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Wednesday, February 24, 2021
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2021 Annual Legislative & Regulatory Update - Part 1
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Tuesday, December 15, 2020
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A 2021 Capital Markets, Legislative and Regulatory Outlook / Lessons Learned from Pandemics, Elections and Murder Hornets
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Tuesday, November 17, 2020
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Will Anything Be New in Washington After the Election?
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Tuesday, October 20, 2020
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On Beyond Fiduciary: Effective Plan Governance
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Wednesday, September 16, 2020
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What's New in Washington (and what actually matters for you)
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Tuesday, August 18, 2020
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Lights, Camera, Sell! Virtual Workshop with Sheri Fitts
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Wednesday, April 22, 2020
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Webinar: Greater Tax Deferral Using Cash Balance Plans
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Wednesday, March 18, 2020
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Recent Developments in ERISA Litigation and Tips on Fulfilling Your Fiduciary Duties
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Wednesday, January 29, 2020
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2020 Annual Legislative & Regulatory Update
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Wednesday, November 13, 2019
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What to Expect When You’re Expecting a Conversion: Best Practices When Changing Retirement Plan Providers
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Wednesday, September 18, 2019
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Missing Participants/Uncashed Checks: WTF (without the fuss)
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Wednesday, August 28, 2019
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2019-2020 Member Social
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Wednesday, June 05, 2019
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Capital Forum on Pensions 2019
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Wednesday, May 08, 2019
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The Value of the TPA
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Wednesday, April 24, 2019
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Coming Together: Controlled Groups & Acquisitions
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Wednesday, March 20, 2019
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Fiduciary Education & DOL Investigations
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Wednesday, January 30, 2019
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2019 Annual Legislative & Regulatory Update
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Wednesday, December 05, 2018
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Dec. 5th: Kick Off the Holidays with a Cheerful Year-End Checklist Review
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Wednesday, September 26, 2018
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WP&BC Annual Social
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Wednesday, May 16, 2018
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Capital Forum on Pensions 2018
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Wednesday, April 18, 2018
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Eligibility Choices: Benefits and Consequences & Top Ten Distribution Failures: How to Correct Them
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Wednesday, March 21, 2018
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Disaster Relief and 5500 Changes and 5th Circuit Decision on the Fiduciary Rule
|
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Wednesday, February 07, 2018
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What's Happening with Litigation and Regulations? - Get the Latest Updates!
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Wednesday, November 01, 2017
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Retirement Plan Issues in Mergers and Acquisitions?
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Wednesday, September 20, 2017
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How to Reduce Fiduciary Liability - A Two Step Tango
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Wednesday, August 30, 2017
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WP&BC Member Social
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Wednesday, May 24, 2017
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Capital Forum on Pensions 2017
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Wednesday, April 19, 2017
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457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
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Wednesday, March 22, 2017
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Employment Law
|
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Wednesday, February 01, 2017
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Annual Legislative and Regulatory Update
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Wednesday, November 16, 2016
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Compliance Panel
|
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Wednesday, October 19, 2016
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Fiduciary Rule - what you need to know
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Wednesday, September 21, 2016
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WP&BC Member Social
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Wednesday, May 25, 2016
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Capital Forum on Pensions 2016
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Wednesday, April 27, 2016
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Plan Fiduciary Compliance
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Wednesday, March 16, 2016
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Health Care Update
|
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Wednesday, March 16, 2016
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Financial Advisors
|
|
Wednesday, January 20, 2016
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Annual Legislative and Regulatory Update
|
|
Wednesday, November 18, 2015
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Compliance Panel
|
|
Wednesday, October 21, 2015
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Cash Balance Basics
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Wednesday, September 16, 2015
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WP&BC Social Event!
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Wednesday, May 20, 2015
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Capital Forum on Pensions 2015
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|
Wednesday, March 25, 2015
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Chapter Meeting: Is Your Sensitive Data Protected?
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Wednesday, February 25, 2015
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Chapter Meeting: Annual Legislative and Regulatory Update
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|
Wednesday, January 14, 2015
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Breakfast Chapter Meeting - Health Care Reform Update
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Thursday, November 13, 2014
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WEBINAR - Long Term Healthcare
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|
Wednesday, November 05, 2014
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First Chapter Meeting of the 2014/2015 Year!
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Wednesday, October 29, 2014
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WEBINAR - Roth Accounts and Conversions - Trick or Treat!
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Thursday, September 25, 2014
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WP&BC Kickoff Social Event!
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Wednesday, May 21, 2014
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Capital Forum on Pensions 2014
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|
Wednesday, March 19, 2014
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Chapter Meeting: Annual Legislative and Regulatory Update
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|
Thursday, January 30, 2014
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Chapter Meeting: An Update on Health Care Reform: Strategies for Compliance!
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Wednesday, October 23, 2013
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Chapter Meeting
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Wednesday, September 18, 2013
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Social Event
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Wednesday, May 01, 2013
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Chapter Meeting
|
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Wednesday, February 20, 2013
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Chapter Meeting: Annual Legislative and Regulatory Update
|
|
Wednesday, January 16, 2013
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Chapter Meeting
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Wednesday, October 24, 2012
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Chapter Meeting
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Wednesday, September 19, 2012
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Social Event
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