Upcoming events

    • April 19, 2018
    • 4:00 PM - 7:00 PM
    • Hanson Bridgett - 425 Market St, 26th Floor, San Francisco

    Ask the Retirement Experts

    Join us for a lively discussion on current trends that affect all aspects of the retirement plan industry. Get the latest insights from professionals with expertise in investments, audits, legal & regulatory, and bundled recordkeeping. 

    Panel of speakers

    Heather Rabara, Senior Vice President, Fidelity Investments

    Crystal Coleman, Principal, CliftonLarsonAllen

    Jeremy Stoker, Assistant Vice President, ABD Insurance & Financial Services

    Judy Boyette, Partner, Hanson Bridgett

    Sponsored by:




    Chapter Sponsors may use their free member tickets and guest passes for this meeting. Advance registration is required - email names to info@wpbcsf.org.


    The cost is $55 for WP&BC Members, $95 for Non-members. No refunds after March 5, 2018, but substitutions are permitted at any time.


    CEUs for this event are available for Attorneys, CPAs and Actuaries. 


    WEBSITE - your credit card number is secure (or you can register and send in a payment by check) when you register online.


    For your security we do not maintain credit card information in the office. To pay by credit card, you must register via the website. Confirmation receipts are generated immediately. NOTE: credit card charges will appear on your statement as "Governing Board," the WPBC Governing Board of Presidents.


    Contact our office at (415) 730-5479 or email info@wpbcsf.org.

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

WP&BC and NIPA (National Institute of Pension Administrators) jointly will host the NAFE (NIPA Annual Forum and Expo) at The Cosmopolitan Hotel in Las Vegas on May 20-23. WP&BC will expand NAFE’s already robust retirement-focused conference agenda to include other benefits topics including Health-Welfare and Executive Compensation topics. Extensive networking opportunities will be available in the evenings and throughout the day, along with an exhibit hall for sponsors.

The Governing Board of WP&BC is very excited about this partnership and we hope our members will embrace a fresh conference approach that includes: better technology support and remote access, a history of well-attended and well-executed conferences, and a venue that has proven popular with our attendees across the West. 

Annual Conference!

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!       


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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