WP&BC San Francisco Chapter Meeting: Pension Nuggets

  • September 16, 2014
  • 4:30 PM - 7:00 PM
  • The Hyatt Regency, Five Embarcadero Center, San Francisco, CA

Registration

  • Chapter Sponsor Passes must be obtained ahead of time to use this registration type. Please check with your Chapter Sponsor representative.
  • This registration is only for paid registrants that have a unique code that allows you to bring one non-member guest to this event.

Registration is closed
WP&BC San Francisco Chapter Meeting
Tuesday, September 16, 2014

Pension Nuggets: 
A Quick Glance at Voluntary Correction Programs (VCPs); Next Generation Communications; and
Recent Happenings with the IRS and DOL

 

Sponsored by:


 Where:    
The Hyatt Regency San Francisco
5 Embarcadero Center (Market St. at Drumm)
San Francisco, CA 
 Time:    
4:00 - 4:30 p.m.: Registration
4:30 - 6:00 p.m.: Program
6:00 - 7:00 p.m.: Social Hour

Pension Nuggets

This program is designed to cover a wide variety of retirement plan topics by subject matter experts in the insurance and retirement consulting fields. Each panelist will be allotted 20 minutes followed by a Q&A session.  The presentations will be fast-paced with lots of opportunity for dialogue throughout. 

Topic 1: Voluntary Correction Program

Mistakes in retirement plans can – and do – happen.   The Voluntary Correction Program (VCP) helps plan sponsors protect participant benefits and keep their plans compliant with the Internal Revenue Code requirements. 

Jan Cameron, Partner, with Temen, Kaiser & Cameron, CPA's, will outline her experience with compliance reviews for plan sponsors, "fix-it kits", and best practices for sponsors. 

Jan Cameron has specialized in qualified plan administration, governance and compliance since 1989 and has extensive experience in both the large plan and small plan markets.  She provides qualified plan compliance oversight services and comprehensive compliance review services to many large publicly traded firms.  Her niche specialty is working with large multinational employers that have a mobile workforce.  She is often called upon by clients and ERISA counselors to assist with forensic work, specialty testing and historical filings.

Topic 2: Next Generation Communications

Leadership development has become bogged down in complex processes, unrealistic expectations and outdated thinking.  What leaders require most, especially in our highly diverse, multi-cultural world are simple, just-in-time methods to face pressure, stress and opportunity with new insight and skill.  We need not look any farther than the timeless wisdom of the martial arts practice of Aikido.  Dale Biron, Certified Leadership Coach, Aikido Black Belt, and Story-Telling Poet, will discuss Black Belt Secrets for Leaders Who Want to Create a Culture of Extreme Performance.

During Dale’s discussion, you’ll learn how this and other martial principles apply to your own leadership. You’ll learn how to recover faster, allowing you to break through personal blocks to higher levels of success. Dale will illustrate the three critical shifts required: from overwhelm to simplicity, from perfectionism to recover-ism and from isolation to connection.

Dale Biron works with leaders and senior managers up to CEO's helping them reach their next level of performance and success. As a certified leadership coach, Aikido black belt and story-telling poet, he is known for his potent blend of leadership tools combined with inspiring stories, practical roadmaps and illuminating metaphors drawn from the arts: coaching, martial and poetic. Dale’s approach to coaching leaders and teams is based on 3 simple core principles learned in his 15-year black belt journey and applying them as a leader of a national sales team, entrepreneur and leadership coach. His industry experience spans professional services, high technology, banking and family-owned businesses. His success in increasing teamwork, productivity and motivation has gained him short and long-term coaching and consulting engagements.

Topic 3: Recent Happenings with the IRS and DOL

What have the IRS and DOL been up to?  They have increased the volume of plans being audited, so what are they finding?  Matt Gouaux, Associate with Trucker Huss will provide an overview of…

  • Safe Harbor plans
  • Form 5500s
  • Definition of fiduciary
  • Investment options/In-plan guarantees
Matt Gouaux is an attorney with Trucker Huss, the largest employee benefits specialty law firm on the West Coast.  He assists employers of all types and sizes with a wide range of retirement plan compliance, administration and fiduciary matters, including IRS and DOL audits and voluntary corrections.
Moderator:

Mike Dickman, Charles Schwab & Co.

Following the Program: Stay for the social hour immediately following the program - discuss issues raised during the program, catch up with old friends and make some new ones.


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.

REGISTER EARLY to secure your place. The cost is $45 for WP&BC Members, $85 for Non-members, if you register in advance. At the door, the cost is $55 for WP&BC members, $95 for Non-members (space permitting). No refunds after September 10, but substitutions are permitted at any time.

CONTINUING EDUCATION - CEUs are available for ASPPA, CPAs, Actuaries and Attorneys. The WP&BC San Francisco Chapter is a State Bar of California approved provider.

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

Note: 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.

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

Topic 3: Recent Happenings with the IRS and DOL

What have the IRS and DOL been up to?  They have increased the volume of plans being audited, so what are they finding?  Matt Gouaux, Associate with Trucker Huss will provide an overview of…

  • Safe Harbor plans
  • Form 5500s
  • Definition of fiduciary
  • Investment options/In-plan guarantees
Matt Gouaux is an attorney with Trucker Huss, the largest employee benefits specialty law firm on the West Coast.  He assists employers of all types and sizes with a wide range of retirement plan compliance, administration and fiduciary matters, including IRS and DOL audits and voluntary corrections.
Western Pension & Benefits Council San Francisco Chapter


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