Upcoming events

    • June 19, 2018
    • 12:30 PM - 4:30 PM
    • SPUR Urban Center - 654 Mission Street, San Francisco, California
    Register


    2018 SPRING CONFERENCE

     Tuesday, June 19, 2018

    12:30 p.m. - 4:30 p.m.

    SPUR Urban Center - 654 Mission Street


    12:00 p.m. - 12:30 p.m. - Registration

    12:30 p.m. - Lunch / General Session / Keynote Speaker

    1:45 p.m. - 3:30 p.m. - 2 Break-out Sessions / 4 Speakers

    3:30 p.m. - 4:30 p.m. - Reception / Networking

    KEYNOTE SPEAKER

    Laraine McKinnon, CEO, LMC17

    Laraine McKinnon, CEO, LMC17  Laraine McKinnon is a retirement readiness strategist specializing in defined contribution plans. Laraine spent 23 years at BlackRock and predecessor firms Barclays Global Investors and Wells Fargo Nikko, where good fortune landed her as one of the first investors in target date funds. Laraine has since worked with hundreds of plan sponsors across the country to help them redesign their 401(k) to deliver better outcomes in retirement - and in doing so has helped millions of employees save billions of dollars. Laraine serves on the Advisory Board of Betterment for Business, a leading robo-advisor, as Advisor to Emtrain, a CultureTech company bringing diversity, bias training and sexual harassment prevention to the modern workplace, and as President of The CLUB Silicon Valley, where she also runs an incubator for women's leadership.

    Breakout Session Speakers

    Michael Davis - Vice President, T. Rowe Price

    Michael Davis is Head of U.S. Institutional Defined Contribution Plan Specialists for Global Investment Services (GIS), the organization responsible for the firm's institutional business worldwide. In this role, he leads the team responsible for expanding the firm's reach and strategic engagement capabilities in the U.S. institutional defined contribution investment-only (DCIO) segment. He is a member of the GIS leadership team and plays a key role in guiding the group's U.S. DCIO strategy. Mr. Davis is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

    Mr. Davis has 24 years of industry experience. Prior to joining the firm in 2016, Mr. Davis spent 17 years with J.P. Morgan, where he ultimately became managing director and head of the western U.S. region for J.P. Morgan Asset Management. In 2009, he was appointed deputy assistant secretary for the U.S. Department of Labor's (DOL) Employee Benefits Security Administration. After four years at the DOL, he joined Prudential Financial as senior vice president and head of stable value and later served as director of institutional client relationships at Calvert Investments.

    Brad Huss - Trucker Huss, APC

    Brad Huss has been practicing in the employee benefits field for forty years, and his practice is primarily in the areas of ERISA litigation, fiduciary responsibility matters, qualified pension and profit sharing plans and Department of Labor investigations.

    Brad has been listed by Best Lawyers in America for Employee Benefits (ERISA) Law and ERISA Litigation continually since 1995 and was name Lawyer of the Year for 2013 in ERISA Litigation in San Francisco. Brad has been listed as a Top Rated Employee Benefits Attorney in San Francisco by Super Lawyers since 2004. Brad has also been selected by Super Lawyers Magazine as one of the "Top 100 Attorneys" in Northern California in 2007-2009 and 2013-2018.

    Klaus Placke - Department of Labor

    Klaus Placke is the Acting Regional Director for the San Francisco Regional Office of the U.S. Department of Labor, Employee Benefits Security Administration (EBSA).  In this capacity, he manages the Civil Enforcement program and the Outreach, Education and Technical Assistance program.  Mr. Placke started with the agency in 1998 as an Investigator where he conducted high profile civil investigations concerning prohibited transactions, self-dealing, and prudence violations of the Employee Retirement Income Security Act (ERISA) as well as criminal investigations involving embezzlement and fraud perpetrated on pension and health plans.  During his career with EBSA, he held a variety of management positions including Deputy Regional Director, Associate Regional Director, Supervisory Investigator, and Senior Advisor for Criminal Investigations.  Prior to working for EBSA, Mr. Placke’s investigative experience included Medicare and Medicaid fraud, welfare fraud, and child support enforcement.  

    Tiffany Santos - Trucker Huss, APC

    Tiffany Santos counsels employers and plan sponsors on all aspects of their employee benefit plans, including health and welfare plans, Section 125 cafeteria plans, onsite health clinics, accountable care organizations and qualified retirement plans.

    She assists clients, including corporate entities, multiemployer plans and public association plans, with compliance matters (Affordable Care Act, ERISA, HIPAA, COBRA, Section 125 Cafeteria Plans, onsite clinics, FMLA and sick leave ordinance interplay with employee benefits, Medicare, and state insurance law); administrative and plan design issues; plan, SPD and amendment drafting; IRS submissions; IRS and DOL investigations; and the review and negotiation of service provider agreements, including investment manager agreements. Tiffany frequently makes presentations on health plan matters, including health care reform (Patient Protection and Affordable Care Act of 2010), HIPAA, COBRA, and cafeteria plans, and on investment-related matters, including ERISA’s impact on alternative investments.

    SPONSORED BY

       







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

REGISTER TODAY!
Click below to register!

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. 

BECOME A MEMBER! 
 
JOIN FROM APRIL - JUNE 2018, AND YOUR MEMBERSHIP WILL RUN THROUGH JUNE 30, 2019
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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