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WP&BC San Francisco Chapter Meeting: Special Guest: Ted Benna (Father of the 401K Plan)

  • September 13, 2012
  • 4:30 PM - 7:00 PM
  • The Palace Hotel, San Francisco, CA


  • Chapter Sponsor Passes must be obtained ahead of time to use this registration type. Please check with your Chapter Sponsor representative.
  • Only applicable to individual members who have renewed there membership before Aug 10, 2012. You can use your guest passes for this meeting.
  • This registration is only for paid registrants that have a unique code that allows you to bring one non-member guest to this event.
WP&BC San Francisco Chapter
Kick Off the Year
Special Guest: Ted Benna

Online registration has closed. Walk-ins welcomed. 

The Palace Hotel
2 New Montgomery Street
San Francisco, CA 
4:00 - Registration
4:30 - 6:00 Program
6:00 - 7:00 Social Hour
Program Notes:

"401(k) Perspective:  A Review of the Past and a Vision for the Future"

The San Francisco Chapter of the Western Pension and Benefits Council is excited to welcome Ted Benna as our initial speaker for our 2012-13 program year. Mr. Benna is widely recognized as the “father of the 401(k) plan”. Ted created and gained IRS approval of the first 401(k) Plan back in 1981. The rest, as they say, is history.

Mr. Benna will share his perspective on today’s 401(k) landscape. These plans have come to dominate the retirement plan marketplace and Ted has some perspective on the growth of this retirement vehicle. In addition, he will share his vision on the future for the 401(k) Plan.

Mr. Benna is currently the President of Malvern Benefits Corporation. A nationally recognized expert on retirement issues, Ted's articles and comments have appeared in a myriad of publications. Ted has also been profiled in the New York Times, Institutional Investors, Pension & Investments, USA Today, Employee Benefit News, Human Resource Executive, Fortune, Plan Sponsor, Kiplinger's, and many other publications. He has written four books, the latest of which is 401(k) for Dummies.

He has received many citations for his accomplishments, including:
  • 2001 National Jefferson Award recipient for Greatest Public Service by a Private Citizen
  • 2001 Player of the Year selected by Defined Contribution News
  • One of eight individuals selected by Money Magazine for its special 20th Anniversary Issue Hall of Fame
  • Selected by Business Insurance as one of the four People of the Century
  • One of ten selected by Mutual Fund Market News for its special 10th Anniversary Issue, Legends in Our Own Time
  • 2005 Lifetime Achievement Award by Defined Contribution News
As a special treat, a photographer will accompany Mr. Benna and will be available to take your picture with Ted following the presentation.

Moderating the session will be Steve Kjar from Lockton. Steve is the Chair of our Program Committee for the 2012-13 year.

 Social Hour: Plan to 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.

If you have a non-member guest to register, we will provide you with a link in your registration confirmation to use in sending the following information about your guest to
  • Guest's Full Name
  • Guest's Company Name
  • Guest's email address

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 $45 for WP&BC Members, $85 for Non-members, if you register in advance. At the door, the cost is $55 for WP&BC members, $95 for Non-members (space permitting!). No refunds after April 17th, but substitutions are permitted at any time.

CONTINUING EDUCATION - CEUs are available for ASPPA, HRCI, CPAs, Actuaries, Attorneys, and others. 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 (and you can follow with a check) when you register on-line.

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) 561-6274 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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