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WP&BC San Francisco Chapter Meeting: The Convergence of Health and Wealth-Unlocking the Power of Health Savings Accounts (HSAs)

  • October 10, 2017
  • 4:00 PM - 7:00 PM
  • 4 Embarcadero Center, Promenade Level, Conference Center, San Franicsco 94111


Registration is closed
WP&BC San Francisco Chapter Meeting
Tuesday, October 10, 2017 
The Convergence of Health and Wealth-Unlocking the Power of Health Savings Accounts (HSAs)
Sponsored by:

Tuesday, October 10, 2017 
4 Embarcadero Center, Promenade Level, Conference Center
San Francisco, CA 94105 
4:00 - 4:30 p.m.: Registration and Networking
4:30 - 6:00 p.m.: Program
6:00 - 7:00 p.m.: Social Hour 



The Convergence of Health and Wealth – Unlocking the Power of Health Savings Accounts (HSAs)  
As healthcare costs rise, many employers are shifting greater responsibility to employees to save for expenses using tax-advantaged health savings accounts (HSAs).  In the constantly evolving benefits landscape, a growing number of employers are exploring ways to integrate health care savings with retirement plan savings. In this program, we will discuss this growing trend and help you navigate just how HSA’s not only intersect with retirement plans but also how they are becoming a bigger component of retirement planning .

Among the insights that will be offered during this thought-provoking program:

  • How HSA’s help employees save more
  • Ways participants should allocate contributions to maximize retirement savings.
  • Why retirement and healthcare plans working together can help improve employee engagement.
  • How an integrated, personalized approach can differentiate your plan and help with fiduciary responsibilities.
  • Explore the current regulatory environment and the ramifications of potential future legislative changes.        

About the Presenters: 

Anne S. LaWer is an employee benefits attorney with GCA Law Partners. Ms. LaWer has substantial experience advising clients regarding administrative and statutory compliance for all types of employee health and welfare and retirement plans. Ms. LaWer’s practice focuses on the Employee Retirement Income and Security Act of 1974 (ERISA), the Health Insurance Portability and Accountability Act of 1996 (HIPAA), including the Privacy and Security Rules, and the Patient Protection and Affordable Care Act of 2010 (ACA). Ms. LaWer advises clients regarding Internal Revenue Service and Department of Labor compliance programs, reporting requirements, fiduciary issues, COBRA compliance, Family and Medical Leave Act (“FMLA”) issues, non-discrimination testing and plan administration issues. She also counsels on employee benefit issues in mergers and acquisitions 

Ken Forsythe is an assistant vice president for Product Strategy at Empower Retirement. In his role, Mr. Forsythe is responsible for identifying and developing the future retirement products Empower will deploy to help participants, plan sponsors and intermediaries meet their goals. Additionally, he assists in the creation of the firm’s overall retirement product strategy. He has more than 17 years of experience working directly with plan sponsors and intermediaries to help plan participants meet their retirement goals. 

Bart Ballinger is Vice President of Sales for Perspective Partners.  Mr. Ballinger is focused on bring Financial Wellness solutions to the market and specifically their newest innovation, NestUp - Managed Deferrals.  Managed Deferrals is a technology designed to help participants make better “next benefit dollar” contribution deferral decisions related to both their HSAs and retirement Plans (401(k), 403(b) and 457) through personalized messaging and a two click implementation. He has more than 25 years of experience in the Institutional Retirement Plan market working with Advisors and Plan Sponsors directly to improve plan outcomes and deliver innovative solutions. 

Moderated by Gary Shipper, Wells Fargo Asset Management                           


FOLLOWING THE PROGRAM: Please join us for a social hour immediately following the program to discuss issues raised during the program. Catch up with old friends and make some new ones, too! 

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

The cost is $55 for WP&BC Members, $95 for Non-members, if you register in advance. No refunds after October 4, 2017, but substitutions are permitted at any time.

CEUs for this event are available for Attorneys, CPAs and Actuaries. 

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

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.

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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