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WP&BC SF Chapter Meeting - December 5, 2019

  • December 05, 2019
  • 4:00 PM - 7:00 PM
  • 215 Fremont Street


Registration is closed

Please join us!

Thursday, December 5, 2019
4:00 p.m. - 7:00 p.m.
215 Fremont Street, San Francisco

Service provider RFP evaluation best practices

Join us to hear valuable and practical insights from two deeply experienced sales executives:
Byron Treichler, Fidelity Investments
Frank Pyles, Regional Director, Vanguard 

Byron and Frank will share what plan sponsors and advisors should consider when conducting a change in service provider – from RFP content to prepping bidding vendors for finals meeting and how to conduct the process in order to select the ideal vendor for your retirement plans.

Networking, hosted drinks & appetizers!
Plan Sponsors Members and Prospective Members - Complimentary!
Member Fee: $55.00

Non-member Fee: $95.00 
Registration is required for all attendees

Sponsored by:

Learn more about the CalSavers
Retirement Plan Program

A panel of speakers will provide an overview and history of the CalSavers program, review similar offerings currently in place and in stages of considerations from other states, compare CalSavers to other employer plan options such as 401(k) plans, SEP IRAs, simple IRAs and the potential impact it might have on private sector savings, mandatory requirements, reporting, structure, and things to know!
Representatives from CalSavers
Angel Garrett, Employee Benefits Attorney/Director
Trucker Huss, APC
Virginia Krieger-Sutton, Consultant
Johnson & Dugan
Perry Bacon, Financial Advisor
Wells Fargo Advisors

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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