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Welcome to The WP&BC sacramento Chapter

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WP&BC Events

One of the great benefits of membership in WP&BC is getting to meet your fellow members to share ideas, network, socialize or volunteer for a cause. We also hold webinar and informational meetings on the latest industry topics. 

This calendar is updated frequently to include local as well as our national events. Please check back regularly. 

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, March 20, 2024
    • 4:30 PM - 7:00 PM
    • Junior Restaurant & Lounge, 390 N Sunrise Ave., Roseville, CA 95661
    Register

    Please join us for our next Chapter Meeting - 

    PEP Talk

    with

    Joseph TokeTransamerica

    Blake BandaniVoya Financial

    Matthew Fraisse, Principal

    JUNIOR Restaurant and Lounge, ROSEVILLE, CA

    Wed, March 20th  |  4:30 - 7 pm Junior Restaurant & Lounge

    TOPIC DETAIL

    Join us as our knowledgeable guest speakers explore Pooled Employer Plans (PEP). We'll start with an intro to PEP's, including a comparison, along with advantages and disadvantages of each solution and where they fit best.

    We'll also consider the state of PEP's:

    • What they were created for
    • How they're actually being used today
    • What it means for TPA's and advisors


    ABOUT THE PRESENTERS

    JOSEPH TOKE, RVP
    Regional Vice President
    Transamerica

    Joseph specializes in helping financial advisors develop successful retirement plan strategies that make a difference in the lives of their clients.  

    Joseph joined Transamerica in early 2023 and has more than 10 years of experience in the financial and retirement industry. He is known for helping financial advisors and TPAs grow their practices by creating successful retirement plan programs for their clients.

    He prides himself on his responsiveness, accessibility, and considers himself to be a member of his clients’ retirement plan team. 

    Joseph attends client meetings providing in-depth, consultative analysis on client-specific situations.

    He also has helped hundreds of clients throughout Central and Southern California to improve their financial benefits offerings to better suit their company’s unique needs. 

    Joseph is based in Sacramento, California, where he enjoys flyfishing, skydiving and golf in his free time.

    BLAKE BANDANI, QKA, C(k)P
    Regional Vice President
    Voya Financial

    Blake Bandani, Regional Vice President of Retirement Sales, is a seasoned professional within the retirement plan space. Prior to joining Voya Financial, Blake represented a Third-Party Administrator as their first outside Sales Rep covering the firm’s newly created Southwest territory.

    Blake holds his Series 6, Series 63 registrations, and life insurance license. He also obtained his Qualified 401(k) Administrator credential through the American Society of Pension Professionals & Actuaries, as well as his Certified 401(k) Professional Designation through The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.

    Outside of representing Voya Financial and working with clients, financial professionals, TPAs’, and other partners, Blake loves hiking and exploring Northern California with his wife Sarah. Blake is an avid sports fan, enjoys golfing, and can most likely be found by an ocean or lake.

    MATTHEW FRAISSE, 
    Director, Distribution - Retirement Solutions
    Principal Financial Group

    Matt Fraisse joined Principal as the Director of Distribution in 2020 after spending time at both ADP and MassMutual. His 10+ years of industry experience have been spent in multiple external consultant roles, helping advisors to grow their retirement plan books by focusing on prospecting and retention strategies, investments, and plan design. In his free time he enjoys spending time outdoors with his wife and two kids.


    SCHEDULE

    • 4:30 - 5:00 PM Registration/Reception
    • 5:00 - 6:45 PM Meeting, Q&A
    • Reception following

    CONTINUING EDUCATION
    2 CE or 2 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
    • General CE credit


    FURTHERMORE

    • Have some food and beverages on us

    Sacramento Chapter Members:  Free
    Non-Member:  $50

    NOT A MEMBER YET?  Find out how to join!


    Special thanks to our generous Chapter Sponsors!

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Past events

Wednesday, January 24, 2024 2024 Annual Legislative & Regulatory Update
Wednesday, November 08, 2023 SECURE Act 2.0 Update: What Plan Sponsors need to know for 2024
Wednesday, August 23, 2023 2023-24 WP&BC Sacramento Chapter Annual Social
Wednesday, May 03, 2023 Understanding ESG Investments in Retirement Plans
Thursday, March 23, 2023 Deciphering Crypto: Blockchain Technology and Cryptocurrency Assets
Wednesday, January 25, 2023 2023 Annual Legislative & Regulatory Update
Wednesday, November 30, 2022 Year-End Planning for Benefit Professionals
Wednesday, October 19, 2022 CalSavers Update 3.0 - A 2022 Review
Wednesday, September 21, 2022 2022-2023 WP&BC Sacramento Chapter Annual Social
Tuesday, May 17, 2022 The End of the Limited Scope 401K Plan Audit
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

Please feel free to reach out to WP&BC with any questions.

Membership Questions To:
Brian Abad
Chapter President
brian.abad@captrust.com
(916) 924-7527



Website Support:
Karin LeCocq
Website Administrator
info@wpbcsacramento.org

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