Upcoming Events

Western Pension & Benefits Council (WP&BC) is pleased to announce a new annual conference partnership for 2018!

WP&BC and NIPA (National Institute of Pension Administrators) jointly will host the NAFE (NIPA Annual Forum and Expo) at The Cosmopolitan Hotel in Las Vegas on May 20-23. WP&BC will expand NAFE’s already robust retirement-focused conference agenda to include other benefits topics including Health-Welfare and Executive Compensation topics. Extensive networking opportunities will be available in the evenings and throughout the day, along with an exhibit hall for sponsors.

The Governing Board of WP&BC is very excited about this partnership and we hope our members will embrace a fresh conference approach that includes: better technology support and remote access, a history of well-attended and well-executed conferences, and a venue that has proven popular with our attendees across the West. Please be on the lookout for more information soon!

Upcoming events

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

    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 below for ERPA approved 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:



       

          

     

     

Refund Policy

A refund is provided for a meeting reservation that is cancelled more than 72 hours before the reservation deadline for the event.  Therefore if the event is scheduled for 11:30am on January 21st you have until 11:30am on January 18th to cancel your reservation and receive a refund.  All paid events are transferable to another attendee for the same event.

Don't forget that if you are a member, you can invite colleagues from outside your organization to an upcoming lunch for free with your paid registration.  Its our way of saying thank you for encouraging others to join the WP&BC organization.


Western Pension & Benefits Conference Phoenix Chapter

WPBC Phoenix Statement of Privacy.doc

WPBC Phoenix Terms and Conditions.doc

Powered by Wild Apricot Membership Software