Upcoming events

    • April 21, 2021
    • 12:00 PM - 1:30 PM (PDT)
    • Virtual Chapter Meeting
    Please join us!

    Wednesday, April 21, 2021
    12:00 p.m. - 1:30 p.m.

    Thought Leadership
    JP Morgan will cover their 2021 Guide to Retirement

    Please join us for an insightful overview of one of the industry's most renowned and award-winning references,
    J.P. Morgan's Guide to Retirement.

    Katherine Roy, Managing Director, Chief Retirement Strategist and Head of Individual Retirement for J.P. Morgan will provide an overview of their research covering
    learnings in areas of the retirement landscape from investor behaviors to income replacement needs to healthcare costs. As part of their Retirement Insights program, the Guide to Retirement serves as a valuable source of information on retirement topics and provides a strong backdrop for planning discussions. The Guide to Retirement won the 2012 RIIA Retirement Income Communications Award, the 2014 MFEA STAR Award for retail education, the 2015 WealthManagement.com Industry Award for Thought Leadership - Investing, and recently the Investment Management Education Alliance Star Award.

    Sponsored By:


    MAY 16-19, 2021
    We are partnering with NIPA for the 
    2021 NAFE Conference!

    Please click HERE
    for more information.

    Until we can meet again in person, all of our Chapter meetings will be virtual.
    This virtual meeting is complimentary!



Become a Member today!

Join anytime during March and April and receive free months! 

Membership will be valid through June, 2022
(Regular membership year is July 1 - June 30)

Join other pension and benefits professionals in the San Francisco Bay Area
who have realized the benefits of this unique, multidisciplinary organization.

Please know that we are committed to offering our members a full and interactive experience, which will include virtual events
until it is safe and acceptable to meet in person.

In recognition of the fact that our meetings will be virtual for as long as needed, we will be offering a reduction
for this year's membership fee: $95.00 for individual professional members, as well as reductions to other levels.

Trust us, we can't wait to get back to normal and meet in person! Our community is vibrant because of you and your participation.
Thank you!

One-time Membership Fee Waiver: We understand these are challenging times. If you are unable to pay the discounted fee,
 please select the one-time waiver option and remain part of our community. We are committed to our members during this time and want to help our community through this so we all can come through it stronger together!

 A special thank you to our Chapter sponsors!

About our Chapter

Western Pension & Benefits Council was founded in 1954 in San Francisco to bring together all professionals involved in pension and other employee benefits work to promote education, exchange information, and foster sound principles and practices in the field. Chapter Members are plan sponsors and professionals from the accounting, actuarial, administrative, banking, consulting, and investment, insurance and legal areas of the industry. Our membership reflects a cross-section of professionals from professional service firms and corporations. It is our goal to bring these disciplines together to better understand and produce effective employee benefit programs.

Western Pension & Benefits Council San Francisco Chapter

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