2018 WP&BC Phoenix Chapter Spring Conference

  • 10 May 2018
  • 7:45 AM - 5:15 PM
  • Westin Kierland Resort and Spa - 6902 E. Greenway Pkwy, Scottsdale, AZ 85254


  • Use this registration if your sponsorship qualifies you for free attendees. A registration code would have been provided to you to access this registration.

Registration is closed

Western Pension &

Benefits Council

2018 Spring Conference

Thursday, May 10, 2018


The Westin Kierland Resort and Spa

6902 E. Greenway Parkway, Scottsdale, AZ 85254




The Western Pension & Benefits Council is comprised of individuals who work or practice in the dynamic field of employee benefits.  This conference offers general sessions and breakout sessions covering diverse topics ranging from pension basics and current developments to more advanced planning, design and administration issues.  The Spring Conference is a great opportunity to network with your benefit colleagues and discuss current trends and developments in the field.


 *** Continuing Education Credits will be available ***

(See Session Descriptions for Approved ERPA Sessions)

Topics Include:

  • Estate Planning Bootcamp for Financial Wellness
  • Employer & Fiduciary Roles and Responsibilities
  • Two-Part Loan and Distributions Sessions with Stephen Forbes
  • Indexing: The Truth about its size and impact
  • Behavioral Finance
  • Fiduciary Benchmarking
  • Small Plan Tax Issues  

Click Here to Download Session Descriptions

Keynote Speakers:

Glen Dial

Head of Retirement at Allianz Global Investors

Morning Session: Do You Manage Your 401(k) Plan Like A Supplemental Savings Plan Or Primary Retirement Plan?

Victoria J. Powell
Lunch Session: Entertaining Tax Ideas from Famous Cases, with Liberty and Justice for All **Plus a Special Loophole Hunters' Report on the Tax Cuts Act**

Thank you to our Sponsors:




Western Pension & Benefits Conference Phoenix Chapter

WPBC Phoenix Statement of Privacy.doc

WPBC Phoenix Terms and Conditions.doc

Powered by Wild Apricot Membership Software