WP&BC San Francisco Chapter Meeting

  • October 25, 2018
  • 4:00 PM - 7:00 PM
  • Schwab - 215 Fremont Street, 8th Floor

Registration

  • No-charge for Plan Sponsor Members.
  • 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


Please join us on Thursday, October 25, 2018!
Schwab - 215 Fremont Street, 8th Floor
Industry experts will lead an engaging panel discussion as we explore the complexities of the Socially Responsible Investing (SRI)/ Environmental, Social, Governance (ESG) landscape as it relates to DC plans. There is growing interest and demand for SRI/ESG funds, particularly from Millennials who are becoming the largest generation in the workforce. 
| 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
Panel of Speakers
Ben Spater, Director, Trucker Huss
Ben concentrates his practice on the design and tax-qualification of retirement plans including pension, profit sharing and 401(k) plans, the taxation of employee benefits, executive compensation and ERISA. 
Chris Donnager, Director, MFS Investment Management
Christopher Donnager, AIF, is a director in the Investment Specialist Group, a subsidiary of MFS Investment Management® (MFS®). He is responsible for the firm’s investment management business through retirement plans in the southwestern United States.
Michon Caton, Director of Retirement Benefits, Gap, Inc.
Michon is the Director of Retirement Benefits, PTO and Financial Education at GAP, Inc. Michon also serves as a Senior Benefits Analyst of Retirement Benefits. She has been with GAP for over 19 years.
Topics will include:
  • DOL's position and fiduciary considerations for offering SRI/ESG investment options in a retirement plan.
  • An investment manager's philosophy and process, and what that means for risk, returns and investment option evaluation.
  • The plan sponsor's practical perspective and process on how they align company morals and values within the fiduciary parameters.
  • Panel viewpoints on how to handle SRI/ESG fund requests, employee education, brokerage accounts, committee consideration process and plan documentation.


SAVE THE DATES FOR UPCOMING CHAPTER MEETINGS

TUESDAY, DECEMBER 11, 2018

THURSDAY, JANUARY 31, 2019

TUESDAY, MARCH 12, 2019

WEDNESDAY, MAY 15, 2019


REGISTER EARLY

The cost is $55 for WP&BC Members, $95 for Non-members. No refunds after October 10, 2018, 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) 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.
Western Pension & Benefits Council San Francisco Chapter


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