Upcoming events

    • October 28, 2019
    • 11:45 AM - 1:00 PM
    • Hanson Bridgett - 425 Market Street, San Francisco
    • 20
    Register


    WP&BC San Francisco Chapter
    Brown Bag Lunch Program

    2018 Employee Benefit Plan Audit Debrief
    A View From The Trenches - What Your EBP Auditor Saw

    FREE for WP&BC SF Chapter Members
    $45 for Non-Members

    DATE: Monday, October 28, 2019
    TIME: 11:45 a.m. - 1:00 p.m. (Please arrive on time)

    Location: Hanson Bridgett
    425 Market Street, 26th Floor, San Francisco

    Bring your lunch!
    Beverages and dessert will be provided

    Register early to save your seat! Seating is limited.


    SAVE THE DATE FOR OUR NEXT FIELD TRIP!
    Thursday, November 21, 2019

    Join us for a walking tour of the Salesforce Park
    More details coming soon!

    • November 12, 2019
    • 4:00 PM - 7:00 PM
    • Jackson Lewis - 50 California Street
    Register


    SAVE THE DATE!

    Please Join us for our 
    November Chapter Meeting!

    Tuesday, November 12, 2019
    4:00 p.m. - 7:00 p.m.
    Jackson Lewis, PC
    50 California Street, San Francisco

    Learn more about the CalSavers
    Retirement Plan Program

    A panel of speakers will provide an overview and history of the CalSavers program, review similar offerings currently in place and in stages of considerations from other states, compare CalSavers to other employer plan options such as 401(k) plans, SEP IRAs, simple IRAs and the potential impact it might have on private sector savings, mandatory requirements, reporting, structure, and things to know!
    Speakers
    Representatives from CalSavers
    Virginia Krieger-Sutton, Consultant
    Johnson & Dugan
    Perry Bacon, Financial Advisor
    Wells Fargo Advisors

    Register early!


    Networking, hosted drinks & appetizers!
    Member Fee: $55.00
    Non-Member Fee: $95.00

    Registration is required for all attendees


    Learn more about the CalSavers
    Retirement Plan Program

    A panel of speakers will provide an overview and history of the CalSavers program, review similar offerings currently in place and in stages of considerations from other states, compare CalSavers to other employer plan options such as 401(k) plans, SEP IRAs, simple IRAs and the potential impact it might have on private sector savings, mandatory requirements, reporting, structure, and things to know!
    Speakers
    Representatives from CalSavers
    Angel Garrett, Employee Benefits Attorney/Director
    Trucker Huss, APC
    Virginia Krieger-Sutton, Consultant
    Johnson & Dugan
    Perry Bacon, Financial Advisor
    Wells Fargo Advisors



PLEASE RENEW YOUR MEMBERSHIP!
For the 2019-2020 fiscal year!

Not a Member? Join today!
 

Join other pension and benefits professionals in the San Francisco Bay Area who have realized the benefits of this unique, multidisciplinary organization. Learn how membership can benefit you HERE! 

      

Western Pension & Benefits Council (WP&BC) is pleased to announce 
a new annual conference partnership for 2018!

ABOUT OUR CHAPTER

The 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, 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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