Upcoming Chapter and Industry Events 

Upcoming events

    • Tuesday, November 17, 2020
    • (PST)
    • Wednesday, February 17, 2021
    • (PST)
    • Webinar
    Register



    WP&BC Portland Chapter Recorded Webinar 


    Will Anything Be New in Washington After the Election?  


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


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


    • US Supreme Court Litigation including recent and pending ERISA cases 
    • The fate of the ACA
    • MEPS / PEPS
    • Impact of Election and its Meaning for Employee Benefits Policy

    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

    • Tuesday, January 26, 2021
    • 9:00 AM - 3:30 PM (PST)
    • Webinar

    ONLINE WEBINAR: 

     

    13th Annual ABC's of Pension Plans

    Thursday, January 26, 2021

    Online Webinar

    9 a.m. - 3:30 p.m.

    $30 Lunch Certificates will be provided through GrubHub


    LEARN THE BASICS FROM THE EXPERTS

    This full-day seminar will focus on the following areas:

    • Law Basics
    • Types of plans
    • ERISA
    • Plan administration
    • Plan funding and Fiduciary responsibilities
    • Plan design and requirements
    • Employer obligations and concerns
    • Auditing a qualified plan

    This special program has been designed to provide a basic foundation of pension knowledge to those new to this field.  You will want to attend this program if:

    • You are looking for a better overall understanding of retirement plans
    • You work in a specific area or discipline related to qualified retirement plans and would like to broaden your knowledge
    • You work in the employee benefits area but do not really understand how it all fits together
    • You may be concerned that your plan is not being administered correctly

    Our speakers will be:

    Hitz Burton, JD                              Aon Hewitt                                                               Mr. Burton is a Partner in Aon Hewitt’s Newport Beach office. Hitz provides advice to clients regarding the design and administration of their qualified and nonqualified retirement plans. Hitz also has extensive work experience as the lead consultant on more than a dozen compliance audits for qualified retirement plans over the last several years. Additionally, Mr. Burton has been the lead Hewitt consultant on over 40 acquisitions for Fortune 200 clients of the firm. Prior to joining Hewitt in 1997, Mr. Burton was an associate with the Boston law firm of Hutchins, Wheeler & Dittmar where he worked in the firm’s ERISA practice group and specialized in providing clients with advice regarding how their merger and acquisition activity would impact their benefit plans and programs. Hitz is the current Past President for the Orange County Chapter of the Western Pension & Benefits Council. 

    Phuong Jennings, QKA                   EGPS, Inc.                                     

    Phuong Jennings, Regional Vice President, brings with her over 15 years of 401(k) and pension industry knowledge with an exceptional understanding of ERISA legal plan documents. She works with Financial Advisers, CPAs and other trusted advisers in helping design the appropriate 401(k), Profit Sharing or Defined Benefit/Cash Balance plan for their business clients. She started out in the Third Party Administration (TPA) side of the business and have also been on the recordkeeping vendor side of the industry as well. Her hands-on experiences have given her an in-depth understanding of the technical world of retirement plans. 

    Stuart Hack, JD, CLU                           Sunlin Consulting
    Mr. Hack is a Partner with Sunlin Consulting LLC and Vice President of Sunlin Consulting Investment Advisory Services LLC.  He advises qualified plan sponsors and record keepers on fiduciary liability exposure management.  He designs, implements and monitors fiduciary best-practices programs, including fully documented ERISA 404(a)(5), 404(c) and 408(b)(2) compliance solutions. Mr. Hack is a former President of the Orange County Chapter of the WP&BC and current Board Member.

    Mark Murphy, CPA                            LTSP, Inc.

    Mr. Murphy is the Managing Partner/ Audit Partner at LTSP, Inc. which he joined in 1985 after five years as the controller of a local holding company that operated and controlled commercial real estate properties and a printing/publishing company. As a partner, he is primarily in charge of planning and supervising audit and other attestation engagements in a wide array of industries including technology, healthcare, real estate, service, distribution and manufacturing. He also has extensive experience with providing audit and compliance services to various types of employee benefit plans covered under ERISA. His experience also includes providing audit services to organizations and entities under the United States Department of Housing and Urban Development (“HUD”) programs.


     This Seminar will be held as an online zoom meeting.  Check-in is open from 8:30 a.m. PST

    Continuing Education: 5 hours for:

     AIF  (pending)         ASPPA               CEBS            CFP (pending)     JBEA                                                                                    
     CPAs (CA)            ERPA              MCLE (CA)            NIPA  
           CRPS (pending)


    For CE auditing purposes, we keep a copy of the Webinar Participant log to confirm that you were on for 100 minutes and the poll questions were answered. Please be advised that should you share your registration link with someone who requires CE, we cannot validate their attendance should they be audited.


    The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.



      Early bird Cost: $125 for members, $175 for non-members. 


    A Special Thank You to Our Sponsors


       


    • Wednesday, January 27, 2021
    • 4:00 PM - 4:45 PM (PST)
    • Virtual via Zoom
    Register


    WP&BC Portland Chapter 


    Virtual Happy Hour


    Wednesday, January 27, 2021 
    4:00 PM

    Join us to kick-off the New Year by attending the WP&BC Portland's Virtual Happy Hour!  Enjoy light-hearted trivia with a chance to win prizes. This is a free event. Register today! 

    Please note:  Once registration is completed through our website, you will be prompted to register through Zoom to complete the registration process.  

    • Thursday, January 28, 2021
    • 10:00 AM - 11:40 AM (PST)
    • Webinar

    Correcting Elective Deferral Failures:

    who, what, when, where and why?

    Online Webinar

    Click here to join

    Thursday, January 28, 2021

    10:00 am  to 11:45 pm PST

       Our Presentation:

    Managing the 401(k), 403(b) and 457 deferral elections has transformed retirement plan administration from an annual event to an every-payroll affair. For each payroll period, employers, payroll administrators and plan administrators have to effect new participant elections, changes in elections and cancellations of elections. The chances for even a well-administered plan to make mistakes is significant. The costs for correction, not to mention the potential for plan disqualification, can be significant if the plan isn’t corrected quickly. Fortunately, the IRS has provided methods to correct such failures. Recently, the IRS has added less expensive safe harbor correction methods. Unfortunately, the IRS retained the old correction methods and provided little explanation for how the two sets of rules interface. In this webcast, we will explain (with examples) the two sets of rules and how and when you use the rules. Please join us for answers on how to correct your elective deferral failures. 

    • 50% vs. 25% QNEC Correction
    • Match Correction
    • Brief Exclusion Rule
    • Safe Harbor 401(k) Plan Correction
    • Correction of Elective Deferrals for bonuses


    Our Speaker:

    STEPHEN FORBES, J.D., LL.M.

    President, Forbes Retirement Plan Consulting

    Stephen is an ERISA attorney and educator with 34 years of experience practicing and teaching in the retirement plan area. Recently, Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also has drafted plan, 403(b), 457(b), 409A and IRA documents. Mr. Forbes was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees. 

      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


Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



                   

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