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, November 17, 2020
    • 10:00 AM - 11:00 AM (PST)
    • Webinar
    Register

    Will Anything Be New in Washington After the Election?

    with 

    Scott E. Galbreath, J.D., LL.M. (Tax)

    &

    Marcel Weiland

    Wednesday, November 17, 2020
    10:00 - 11:00 am
    Webinar format

    TOPIC DETAIL

    In this meeting, Scott and Marcel will break down the following topics: 

    • US Supreme Court Litigation
    • MEPS / PEPS
    • Impact of Election


    Chapter Members:  
    Free
    Non-Member:  $40


    ABOUT SCOTT & MARCEL

    Scott E. Galbreath, J.D., LL.M. (tax), of Murphy Austin Adams Schoenfeld LLP, is the leader of the Employee Benefits and Executive Compensation practice at Murphy Austin and has over 30 years’ experience practicing employee benefits and tax law. He is a Certified specialist in Taxation Law by the State Bar of California Board of Legal Specialization, a Fellow of the American College of Employee Benefit Counsel, the President of the Sacramento Chapter of the National Institute of Pension Administrators (NIPA), and a former President and current board member of the Sacramento Chapter of Western Pension & Benefits Council (WP&BC).

    A prolific speaker and writer on employee benefits law, Scott is also the creator of the Benefit of Benefits blog. Scott was recognized by his peers as a Top Lawyer for Employee Benefits on the 2020 list published by Sacramento Magazine. An interesting fact, Scott was the principal designer of the current WP&BC logo.

    Marcel Weiland is a shareholder with Employee Benefits Law Group PC. He handles all areas of employee benefits law that impact private sector and nonprofit employers, including ERISA and Internal Revenue Code compliance. He focuses on qualified retirement plans, including ESOPs. 

    For 20 years, Marcel has helped clients attract and retain the best talent by facilitating meaningful benefits for their employees. By analyzing the business organization along with the benefits and fiduciary structures, he helps clients to ensure that their benefits align with the company’s strategic plans. Marcel’s comprehensive understanding of benefits designs, laws and regulations allows him to minimize tax and fiduciary exposure while enabling clients to meet their business goals. 

    Marcel excels in finding creative solutions to correct retirement plan tax qualification and fiduciary issues in the IRS and Department of Labor voluntary correction programs. He has a long track record of limiting cost and exposure for clients in IRS and Department of Labor investigations. He can also solve potential problems with 409(p) anti-abuse testing for S corporation sponsored ESOPs to protect clients from the onerous tax consequences of noncompliance.

    Marcel is past president and current board member of the Sacramento chapter of the Western Pension & Benefits Council (WP&BC), a member of the ESOP Association and a member of the American Society of Pension Professionals and Actuaries (ASPPA).


      Special thanks to our Chapter Sponsors


      CliftonLarsonAllen


      Genovese Burford & Brothers


      NOT A MEMBER YET?  Find out how to join!

    Past events

    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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