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, April 22, 2020
    • 5:00 PM - 7:00 PM
    Register


    The Sacramento Chapters of WP&BC & NIPA invite you to join us for:

    GREATER TAX DEFERRAL
    USING CASH BALANCE PLANS


    LOGISTICS

    Wednesday, April 22nd  |  5:00 - 7:00 pm | Webinar format


    TOPIC DETAIL

    In today’s rising and more nuanced tax environment, many business owners and partners of firms are looking for larger tax deductions and accelerated retirement savings. Cash Balance Plans may be the solution for them.This presentation provides an update on the latest law changes, design options and features of Cash Balance Plans for you and your clients.

    Presentation topics:

    • Cutting-edge designs
    • Who is a good candidate and who is not?
    • New interest crediting rate options
    • Update on the impact of the Tax Cuts and Jobs Act (TCJA) & the Setting Every Community Up for Retirement Enhancement (SECURE Act) on CB Plans
    • How to handle over and under-funded plans
    • How to explore plan options for your client


    SPEAKERS

    Ken Guidroz, MBA
    Kravitz

    Ken Guidroz, MBA, is the Director of New Plan Design at Kravitz, the leading Cash Balance firm in the nation. He speaks to CEOs, CPAs and all types of professional firms, estate planning councils and investment professionals. He is co-founder of Cash Balance Coach, the national credentialing program for financial advisors and TPAs on Cash Balance Plans. He co-authored the book on Cash Balance called “Beyond the 401(k)”. He received his MBA from Pepperdine in 1995 and has been with Kravitz since 2005.

    Phil Giles, QKA
    Polycomp

    Phil Giles has worked in various aspects of the Financial Services Industry since 1992 – primarily helping individuals and small businesses set up and manage retirement savings plans. In 2008 he transitioned into the administrative side of the Retirement Plan Industry and has gained in-depth expertise in operations, compliance, plan administration, and relationship management. A teacher-at-heart, Phil enjoys deciphering complex things and making them easy for others to understand.

    As a Retirement Plan Consultant with Polycomp, Phil works closely with financial advisors and tax professionals to create customized plan design solutions – helping business owners maximize tax savings and retirement contributions.

    Phil is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and has acquired the Qualified 401(k) Administrator (QKA) designation.


    SCHEDULE

    • 5:00 - 6:30 Webinar presentation
    • 6:30 Q&A


    CONTINUING EDUCATION

    2 CE or 2 Hours each for:

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


      Special thanks to our Chapter Sponsors


      CliftonLarsonAllen


      Genovese Burford & Brothers


      And thanks also to our event co-sponsor



      NOT A MEMBER YET?  Find out how to join!

    Past events

    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 Financial Advisors
    Wednesday, March 16, 2016 Health Care Update
    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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