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Welcome to the Phoenix Chapter of WP&BC

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WP&BC Events

One of the great benefits of membership in WP&BC is getting to meet your fellow members to share ideas, network, socialize or volunteer for a cause. We also hold webinar and informational meetings on the latest industry topics. 

This calendar is updated frequently to include local as well as our national events. Please check back regularly. 

Members - Don't forget you can invite a colleague from outside your organization to an upcoming event for free. It is our way of saying thank you for encouraging other to join the WP&BC organization.

Upcoming events

    • 14 Dec 2023
    • 11:30 AM - 1:00 PM
    • Elevate 24 Connect
    • 28

    Join the Phoenix Chapter of the Western Pension and Benefits Council for an in-person educational and networking event when we welcome Jeff Clark of Vanguard Strategic Retirement Consulting.

    Over the past decade, retirement plan sponsors have increasingly turned to automatic solutions to help employees save more for retirement. As a result, plan participation rates have increased, automatic enrollment designs have become stronger, and participant portfolio construction has continued to improve with more age-appropriate asset mixes and less extreme equity allocations.  Earlier this year, Vanguard released their 22nd edition of How America Saves - an annual deep dive into the saving behaviors of nearly 5 million DC plan participants across Vanguard’s business.  

    During this session you will hear key insights from Vanguard’s most comprehensive report on defined contribution plans. You’ll learn how plan design has evolved and how plan sponsor adoption of these changes ensure participants are better prepared for retirement.

    Our speaker Jeff Clark:

    Jeff Clark is a senior research analyst in Vanguard Strategic Retirement Consulting. He is the author of How America Saves as well as other retirement research initiatives. In addition, Jeff provides strategic and customized analytics designed to help plan sponsors better understand their participants’ behavior and plan design effectiveness. Jeff joined Vanguard in 1998. Before Strategic Retirement Consulting, he worked in Participant Services and Compliance Testing and Analysis., assisting plan sponsors with plan design and compliance issues. 

    Please note location below

    Thursday, December 14th

    11:30 am – 1:00 pm

    Elevate 24 Connect (next to Humphrey's Kitchen & Koffee)

    4742 North 24th Street

    Phoenix, AZ 85016


    WPBC Luncheons are a great way to reconnect to other professionals in our local community. COVID has been a challenge to anyone who loves in-person networking; however, according to HubSpot, nearly 100% of professionals believe that face-to-face meetings are crucial to keeping long-term business relationships.

    The Biggest Benefits of Industry Networking

    • Strengthen your network business connections
    • Tap into your network for ideas
    • Raise your professional profile
    • Grow your personal brand
    • Get access to job opportunities
    • Exchange best practice knowledge with your network
    • Get career advice and support
    • Build your confidence
    • Gain a different perspective
    • Develop long-lasting personal relationships
    • Get an answer to every question
    • Find your dream job


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.

Please feel free to reach out to WP&BC with any questions.
The Western Pension & Benefits Council Phoenix Chapter wants to continue to provide our members with the best experiences possible.

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