Upcoming events

    • April 25, 2019
    • 11:45 AM - 1:00 PM
    • Trucker Huss, One Embarcadero Center, San Francisco
    • 0


    WP&BC San Francisco Chapter
    Brown Bag Lunch Program

    Bringing Clarity to Cash Balance Plans

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

    Thursday, April 25, 2019 (11:45 AM - 1:00 PM)
    Trucker Huss
    One Embarcadero Center, 12th Floor, San Francisco  

    Come join us for a lively roundtable discussion!


    We will cover the basics of cash balance plans for professional firms from the perspective of both participants and plan sponsors.  Topics to be covered will include an introduction to market rate cash balance plans, design considerations, deductions, nondiscrimination testing, 415 limits, and top-25 issues. The discussion will cover the basics as well as get into detail for more sophisticated questions.

    Dan Jaffe, Janelle Ong, and Julie Sachs, all actuaries with Altman & Cronin, will lead our discussion.

    Dan Jaffe is an Enrolled Actuary with over 25 years of experience consulting on retirement plan issues to private-sector defined benefit plan sponsors.  Dan’s areas of focus include compliance, administration, nondiscrimination, particularly in connection with cash balance plans.

    Janelle Ong is a Fellow of the Society of Actuaries and an Enrolled Actuary. She has over 14 years of experience in retirement consulting that has encompassed valuation, financial accounting, compliance, plan design and administration of qualified and non-qualified defined benefit plans and post-retirement medical plans.  She has been working on law firm cash balance plans at A&C since 2010.

    Julie Sachs is a Fellow of the Society of Actuaries and an Enrolled Actuary with over 14 years of actuarial experience in the retirement area. She consults to both large and small employers on a variety of actuarial topics and has extensive expertise in pension risk management, retirement plan design, valuation, financial consulting, and administration. Julie is a Phi Beta Kappa graduate from the University of Michigan and earned a degree with high honors in mathematics.

    DATE:  Thursday, April 25, 2019

    TIME: 11:45 AM - 1:00 PM - Please arrive promptly.

    PLACE: 
    Trucker Huss
    Once Embarcadero, 12th Floor
    San Francisco

    BRING: Your lunch!  Dessert and beverages will be provided.

    Trouble logging in? Call (415) 730-5479 or email

    MEMBERS FREE – PRE-REGISTRATION REQUIRED

    NON-MEMBERS:  $45

    Deadline to register: Tuesday, April 23, 2019 or until all seats are full.
                       
    • May 14, 2019
    • 4:00 PM - 7:00 PM
    • Orrick - 405 Howard Street
    Register



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    REGISTER EARLY - The cost for this special event is $45 for WP&BC Members, $75 for Non-members. No refunds after May 5, 2019, but substitutions are permitted at any time.

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

    CONTINUING EDUCATION

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

    EASY WAYS TO REGISTER

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

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

    Tuesday, December 11 2018!
    215 Fremont Street, 8th Floor
    Join us for a  a panel discussion on Creative Benefits Communication Strategies. A panel of Plan Sponsors will discuss how they communicate benefit changes to their employees.
    | 4:00-4:30 p.m.| Registration and introduction
    | 4:30-5:30 p.m.| Panel Discussion 
    | 5:30-6:00 p.m.| Q&A
    | 6:00-7:00 p.m.| Social Hour / Networking
    Watch for more details and Program Information
    coming soon!

    SAVE THE DATES FOR UPCOMING CHAPTER MEETINGS

    THURSDAY, JANUARY 31, 2019

    TUESDAY, MARCH 12, 2019

    NIPA ANNUAL EXPO & FORUM
    APRIL 28 - MAY 1, 2019
    LOEWS CORONADO BAY RESORT
     SAN DIEGO

    WEDNESDAY, MAY 15, 2019



PLEASE RENEW YOUR MEMBERSHIP!
For the 2018-2019 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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