Events 2019-2020

Upcoming events

    • Tuesday, June 02, 2020
    • (PDT)
    • Thursday, December 31, 2020
    • (PST)
    • Recorded Webinar
    Register


    WP&BC Portland Chapter Recorded Webinar

    1Q 2020 Economic Review 

    Dan Quirk, CFA, CFP®

    Senior Investment Advisor, SageView


    This recorded webinar is an economic update presented by Dan Quirk from SageView. Topics include:

    • Major Economic Headlines from 1Q 2020

    • Global Economic Summary

    • CARES Act Summary

    • Plan Sponsor considerations for Coronavirus response

        Dan is a Senior Investment Advisor and investment committee member for SageView. His primary focus is on providing institutional clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants. He also provides comprehensive wealth management services to individual clients. 

        Prior to joining SageView, Dan was the founding partner of Quirk Wealth Advisors, a wealth management firm based in Del Mar, CA. Previous to that, Dan was a partner at San Francisco-based Seacliff Capital, a market-neutral hedge fund that specialized in the financial services sector. Dan began his career in 1999 with JP Morgan as an equity research analyst covering the banking industry.

        Registration Pricing
        Portland Chapter Members:  Free
        Non-Member:  $20

        Professional accreditation credits include: AIF (pending), ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM.

        If you are requesting continuing education credit, after completion of webinar viewing please email info@wpbcportland.org.

        • Wednesday, July 29, 2020
        • (PDT)
        • Thursday, December 31, 2020
        • (PST)
        • Webinar
        Register


        WP&BC Portland Chapter Recorded Webinar

        The Pig in the Python is Retiring

        Lynn Avitabile

        Managing Director, J.P. Morgan Asset Management


        This is a recorded webinar originally presented on July 29, 2020.  


        The giant baby boomer generation (the Pig) is at the tail end of the part of their working and savings life cycle (the Python) and are getting ready to become retirees who are spending their money. How are people thinking about starting to deliver ways for this population to gain access – through the plan – to retirement options? What is helping and hurting that effort?

        Lynn Avitabile, Managing Director, is an investment specialist within Multi-Asset Solutions, based in New York. She focuses on our Target Date Fund solutions, and leads our educational efforts on that topic. An employee since 1984, Lynn spent 20 years within Human Resources. She headed Human Resources for J.P. Morgan Global Investment Management and served as a member of the investment company's senior leadership group for six years prior to joining Multi-Asset Solutions. Lynn earned a Bachelor of Science in Occupational Therapy from Quinnipiac College and an MBA from Duke University. She is Series 7, 63 and 3 licensed.

        Registration Pricing
        Portland Chapter Members:  Free
        Non-Member:  $20

        Professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM.

        If you are requesting continuing education credit, after completion of webinar viewing please email info@wpbcportland.org.



        • Wednesday, September 16, 2020
        • (PDT)
        • Thursday, December 31, 2020
        • (PST)
        • Webinar
        Register


        WP&BC Portland Chapter Recorded Webinar

        What's New in Washington (and what actually matters to you)

        Bonnie Treichel, JC

        ZUNA


        This is a recorded webinar originally presented on September 16, 2020. 

        With rapid changing policy developments and the elections just around the corner, updates from Washington have been fast and furious – and changing often. Join Bonnie Treichel, JD, Co-Founder of ZUNA, for a session that will help attendees understand the landscape of what’s new from Washington.  Coming from the administrative agencies (IRS and DOL) as well as Congress, the session will discuss: 

        • SECURE Act implementation and follow-up guidance 
        • CARES Act 
        • Fiduciary Rule (round 3) 
        • ESG Guidance 
        • Private Equity in DC plans 

        Focusing on the parts of these issues that actually matter most for attendees, the session will help attendees piece together a game plan for year-end to ensure that clients and partners can prepare to take actionable steps on these important updates. 

        Bonnie M. Treichel is a Co-Founder and Chief Operations Officer of ZUNA, a national finance and benefit consulting firm. Bonnie brings experience to a variety of ERISA and retirement plan-related issues, and she is a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and events. She prides herself on advocating for clients as they seek to create a better workplace for their employees – helping them to retire with dignity.


        Bonnie is an American Society of Pension Professionals and Actuaries (ASPPA) member; she serves the incoming Chair of the ABCs nationally; as the immediate past President for the ABC of the Great Northwest and works on various other committees for ASPPA. Bonnie is also a member of the Women in Pension Network and a member of the State Bar of California.


        She earned her J.D. from Pepperdine University School of Law, where she graduated with honors and received a certificate from the Palmer Center for Entrepreneurship & the Law. 

        Portland Chapter Members:  Free
        Non-Member:  $20

        Professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM.

        If you are requesting continuing education credit, after completion of webinar viewing please email info@wpbcportland.org.



        • Tuesday, October 20, 2020
        • (PDT)
        • Thursday, December 31, 2020
        • (PST)
        • Webinar
        Register


        WP&BC Portland Chapter Recorded Webinar

        On Beyond Fiduciary:  Effective Plan Governance 

        Andrew Larson, CPC
        Retirement Learning Center, LLC

        This is a recorded webinar originally presented on October 20, 2020

        An often overlooked aspect of qualified retirement plan operations is the need for a prudent and comprehensive governance process. Plan rules and procedures are often contained in a series of governing plan documents and service agreements. Plan officials are faced with analyzing and interpreting numerous documents from multiple entities.  By creating a governance process, plan officials can help ensure plan operations are consistent and adhere to fiduciary standards. 

        Attend this course to

        • Understand the importance of a plan governance process 
        • Assist plan sponsors and committees in becoming better consumers of fiduciary services
        • Identify and address actual and potential conflicts of interest 
        • Avoid the legal implications of inconsistent plan-related documents, service agreements and contracts
        • Assess educational needs of committees and plan officials

        With over 35 years of experience in the financial services industry, Andy is a respected authority, frequent lecturer and author on industry topics. Andy’s background includes managing and consulting with major recordkeeping platforms, extensive product design for plan sponsors and advanced sales support for intermediaries who work with plans. As a retirement industry executive, he ran the recordkeeping and consulting practice for Universal Pensions, Inc. (UPI), and headed the BISYS Corporate University. He has served as an adjunct professor for the Central Lakes College system in Minnesota, and provides expert witness services on numerous industry topics. Andy is co-author of RLC’s book, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors. He is a graduate of the University of St. Thomas in St. Paul, Minnesota, and maintains a Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries. 

        Registration Pricing
        Portland Chapter Members:  Free
        Non-Member:  $20

        Professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, and NIPA.

        If you are requesting continuing education credit, after completion of webinar viewing please email info@wpbcportland.org.



        • Thursday, October 29, 2020
        • 10:00 AM - 11:40 AM (PDT)
        • Webinar

        ONLINE Webinar: Spooky Documents - Defined Contribution Plan Restatements

        Thursday, 29 Oct 2020

        10:00 AM - 11:40 AM

        To enroll click:


        “Double, double toil and trouble; Fire burn and cauldron bubble” 


        Join us for a Walk Through the Next Round of “Spooky” Defined Contribution Plan Restatements

         Thursday, October 29, 2020

        10:00 am  to 11:45 pm PST

         

          Our Presentation:

        Like a bad moon, it comes around every 6 years.  Now, just in time for Halloween, let Western Pension help you pass safely through the defined contribution restatement process that opened on June 30, 2020 and ends on July 31, 2022.  We will cover the following (and do some fun “trick or treating” along the way):   

        •     Overview of the DC plan restatement process/ what’s different this time around;
        •      Which required amendments are not covered by this process;
        •      Tips for working with service providers and document vendors;
        •      Interplay with the IRS individual determination letter process; and a few
        •      Plan Restatement “Horror Stories” and how to avoid being the next victim.

        *William Shakespeare, Macbeth


        Our Speaker:


        Sherrie Boutwell, Partner and Attorney, Boutwell Fay, LLP

        Sherrie Boutwell has focused for over thirty years in the areas of employee benefits law and ERISA, with extensive advice regarding benefits in M&A transactions.  She also has experience representing clients before the Internal Revenue Service, the United States Department of Labor and the Pension Benefit Guarantee Corporation and is a highly sought-after speaker/writer on employee benefits topics.  Boutwell Fay, LLP has recently been recognized in the 25th edition of the Best Lawyers in America for its professionalism and legal expertise in the practice of employee benefits (ERISA) law. Sherrie takes pride in bringing a practical and down to earth approach to resolving complex benefits issues.  Sherrie is a Fellow in the American College of Employee Benefits Counsel, is “av” rated by Martindale-Hubble and is an ongoing contributing author for a chapter in the treatise: Employee Benefits in Mergers & Acquisitions, (Ferenczy) Wolters Kluwer, 2014 - 2018. 


         Continuing Education:

        • 2 CE for AIF (pending)
        • 2 CE for CEBS
        • 2 CECs for ERPA 
        • 2 CECs for JBEA
        • 2 CPEs for ASPPA certifications
        • 2 CECs for NIPA certifications
        • 2 hours for California CPAs 
        • 1.75 hours of California MCLE
        • 2 CECs for CRPS
        • 2 hours for Certified Financial Planners (pending)


          Early bird Cost: $65 for members, $90 for non-members. 

         

          A Special Thank You to Our Sponsors              

                                     


        Marti Hack, Webinar Coordinator

        Western Pension Governing Board
        24001 Calle de la Magdalena, #2715

        Laguna Hills, CA 92653-2715

        http://www.westernpension.org 
        webinars@westernpension.org.

        949-859-6277


        • Tuesday, November 17, 2020
        • 10:00 AM - 11:00 AM (PST)
        • Webinar
        Register



        WP&BC Portland Chapter Online Webinar in Collaboration with the WP&BC Sacramento Chapter


        Will Anything Be New in Washington After the Election?  


        Scott E. Galbreath, J.D., LL.M. (Tax) & Marcel Weiland


        Tuesday, November 17, 2020

           10:00 a.m. to 11:00 a.m.


        In this meeting, Scott and Marcel will break down the following topics:


        • US Supreme Court Litigation
        • MEPS / PEPS
        • Impact of Election

        Scott E. Galbreath, J.D., LL.M. (Tax)

        Scott is the leader of the Employee Benefits and Executive Compensation practice at Murphy Austin and has over 30 years’ experience practicing employee benefits and tax law.  He is a Certified specialist in Taxation Law by the State Bar of California Board of Legal Specialization, a Fellow of the American College of Employee Benefit Counsel, the President of the Sacramento Chapter of the National Institute of Pension Administrators, and a former President and current board member of the Sacramento Chapter of Western Pension & Benefits Council.  A prolific speaker and writer on employee benefits law, Scott is also the creator of the Benefit of Benefits Blog. Scott was recognized by his peers as a Top Lawyer for Employee Benefits on the 2020 list published by Sacramento Magazine. An interesting fact, Scott was the principal designer of the current WP&BC logo. 

        Marcel Weiland

        Marcel Weiland is a shareholder with Employee Benefits Law Group PC. He handles all areas of employee benefits law that impact private sector and nonprofit employers, including ERISA and Internal Revenue Code compliance. He focuses on qualified retirement plans, including ESOPs. 

        For 20 years, Marcel has helped clients attract and retain the best talent by facilitating meaningful benefits for their employees. By analyzing the business organization along with the benefits and fiduciary structures, he helps clients to ensure that their benefits align with the company’s strategic plans. Marcel’s comprehensive understanding of benefits designs, laws and regulations allows him to minimize tax and fiduciary exposure while enabling clients to meet their business goals. 

        Marcel excels in finding creative solutions to correct retirement plan tax qualification and fiduciary issues in the IRS and Department of Labor voluntary correction programs. He has a long track record of limiting cost and exposure for clients in IRS and Department of Labor investigations. He can also solve potential problems with 409(p) anti-abuse testing for S corporation sponsored ESOPs to protect clients from the onerous tax consequences of noncompliance.

        Marcel is past president and current board member of the Sacramento Chapter of the Western Pension & Benefits Council (WP&BC), a member of the ESOP Association and a member of the American Society of Pension Professionals and Actuaries (ASPPA).

        Registration Pricing
        Portland Chapter Members:  Free
        Non-Member:  $20

        Pending professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM.

        View Our Recorded Webinars! 

        WP&BC Portland Recorded Webinar: 1Q 2020 Economic Review by Dan Quirk from SageView

        WP&BC Portland Recorded Webinar: The Pig in the Python is Retiring by Lynn Avitabile from J.P. Morgan Asset Management

        WP&BC Portland Recorded Webinar: On Beyond Fiduciary: Effective Plan Governance Andrew Larson, CPC Retirement Learning Center, LLC


      Western Pension & Benefits Council Portland Chapter

      Proud partners with professional accreditations for continuing education



                         

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