2020 WP&BC Phoenix Chapter Spring Conference

  • 25 Jun 2020
  • 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.


Western Pension &

Benefits Council

2020 Spring Conference

Thursday, May 21, 2020


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 ***

Topics and Speakers Include:

  • Compensation in Retirement Plan Design
  • Lifetime Income Solutions in Retirement Plans 
  • Handling Missing Participants in Retirement Plans
  • Incorporating Financial Wellness into Employee Benefits
  • Big Data - The Impact of Participant Data in Employee Retirement Plans
  • Differences in a 3(16), 3(21) and 3(38) Fiduciary
  • Challenges of Cannabis Employers Sponsoring Retirement Plans
  • DC Plan Expenses - Best Practices 
  • Cybersecurity - Practical Tips and Tools for the Practitioner

 *** Click here for session schedule ***

Keynote Sessions:


Ryan Curtis & Kristi Hill

Fennemore Craig

Morning Session: SECURE Act

Laura Bartlett

BOK Financial

Lunch Session: Millennial's and Retirement Plans


Bob Werner of Onsager, Werner & Oberg

Theresa Conti of Sunwest Pensions

Andrea Donaldson of Lockton Retirement Services

Afternoon Session: EPCRS Corrections (Interactive)

Thank you to our Sponsors:





Western Pension & Benefits Council Phoenix Chapter

WPBC Phoenix Statement of Privacy.doc

WPBC Phoenix Terms and Conditions.doc

Powered by Wild Apricot Membership Software