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WP&BC San Francisco Chapter Meeting: Addressing Risk in Retirement Plans

  • November 10, 2015
  • 4:00 PM - 7:00 PM
  • The Hyatt Regency, Five Embarcadero Center, San Francisco, CA


  • Chapter Sponsor Passes must be obtained ahead of time to use this registration type. Please check with your Chapter Sponsor representative.
  • This registration is only for paid registrants that have a unique code that allows you to bring one non-member guest to this event.

Registration is closed
WP&BC San Francisco Chapter Meeting
Tuesday, November 10, 2015

   Addressing Risk
in Retirement Plans - Perspectives for Pension Plan Sponsors and 401(k) Plan Participants
Sponsored by:

Tuesday, November 10, 2015
Hyatt Regency, Embarcadero (San Francisco)
5 Embarcadero Center (Market St. at Drumm)
San Francisco, CA 
4:00 - 4:30 p.m.: Registration and Networking
4:30 - 6:00 p.m.: Program
6:00 - 7:00 p.m.: Social Hour


Program outline:
As the retirement market has evolved, plan Sponsors and plan participants now must evaluate similar retirement plan risks.  Mitigating longevity, interest rate and market risk formerly was the responsibility of the pension plan sponsor.  Now, it is increasingly the responsibility of the retirement plan participant.  Join us for a panel discussion that will explore the impact of mortality changes, interest rate sensitivities and market concerns for both defined benefit and defined contribution plans.  The panel will also examine the advice that is shared with different plans and if this advice is consistent.

Panel Speakers:
William Kane, FSA, EA, Consulting Actuary (Towers Watson)

Robert McBride, FSA, MAAA, EA, Vice President and Senior Consulting Actuary (Transamerica)

Craig Keim, Director of DC Investment Relationship Management (T. Rowe Price)

Marie Swartzwelder, Vice President Intellectual Capital (Prudential Retirement)

Claire Eyges, QPA, QKA, Consultant, Benefits Advisory & Compliance (Towers Watson)

Virginia Sutton, QKA, Consultant, Account Executive (Johnson & Dugan Insurance Services Corporation
Following the Program: Stay for the social hour immediately following the program - discuss issues raised during the program, catch up with old friends and make some new ones.

FREE PASSES - Chapter Sponsors may use their free member tickets and guest passes for this meeting. Advance registration is required - email names to

REGISTER EARLY to secure your place. The cost is $55 for WP&BC Members, $95 for Non-members, if you register in advance. No refunds after November 5, but substitutions are permitted at any time.

CONTINUING EDUCATION - CEUs are available for ASPPA, CPAs, Actuaries and Attorneys. The WP&BC San Francisco Chapter is a State Bar of California approved provider.

Easy ways to register: WEBSITE - your credit card number is secure (or you can register and send in a payment by check) when you register online.

Note: For your security we do not maintain credit card information in the office. To pay by credit card, you must register via the website. Confirmation receipts are generated immediately. NOTE: credit card charges will appear on your statement as "Governing Board," the WPBC Governing Board of Presidents.

Questions? Contact our office at (415) 730-5479 or email


Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Frank McDonald, MBA, Chapter Administrator


Western Pension and Benefits Council - San Francisco Chapter
1540 River Park Drive, Suite 211
Sacramento, CA 95815-4608

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