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Silicon Valley Spring Conference -“Adding More Light to Your Benefits World”

  • March 27, 2013
  • 8:00 AM - 12:00 PM
  • Cadence Design, San Jose, CA 95134


  • 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.
Silicon Valley Spring Conference
“Adding More Light to Your Benefits World”

Sponsored by:

Cadence Design
2655 Seely Avenue, Building 5
San Jose, CA 95134

8:00 - 8:30 Registration
8:30 - 8:35 Welcome
8:35 - 9:20  Session 1:  "Plan Loans, Hardship Distributions and QDROs – Practical Issues and Considerations”   
9:30 - 10:15 Session 2:  “Recent Legal Developments Affecting Employee Benefit Plans”
10:25 - 11:05 Session 3: "Plan Committees and Fiduciaries: Roles and Obligations”
11:15 - 12:00 Session 4: "The Impact of PPACA on Employers – Current Issues”

8:30 - 8:35 Welcome

8:35 - 9:20 Session 1: "Plan Loans, Hardship Distributions and QDROs – Practical Issues and Considerations”

What are the common (and some less common) situations involving plan loans, hardship distributions and QDROs? What are the practicalities in dealing with them? In this session, Karen Ng will share her experiences and perspective in dealing with these issues.

Ms. Ng is a partner in Sedgwick LLP’s San Francisco office, where she heads up the firm’s Employee Benefits practice. Ms. Ng concentrates her practice in the areas of ERISA and employee benefits. She has extensive experience with the design, implementation and administration of ESOPs, pension plans, profit sharing plans and 401(k) plans. She received her undergraduate degree from the University of California at Berkeley and her Juris Doctor degree from the University of San Francisco School of Law.

9:20 - 9:30 BREAK

9:30 - 10:15 Session 2"Recent Legal Developments Affecting Employee Benefit Plans”

In this session, Dick Hinman of Aon Hewitt will review recent regulations, legislation, and court decisions that affect retirement and health plans.

Mr. Hinman is an attorney and a partner who leads Aon Hewitt’s Legal Consulting & Compliance Practice in San Francisco. Mr. Hinman has over 26 years’ experience working on employee benefit plan issues for large and medium-sized employers. He received his undergraduate degree from Dartmouth College and his law degree from the University of Virginia. He is a member of the San Francisco Chapter of the Western Pension & Benefits Council and the Employee Benefits Committee of the American Bar Association's Tax Section.

10:15 - 10:25 BREAK

10:25 - 11:10 Session 3: "Plan Committees and Fiduciaries: Roles and Obligations”

Plan committee members and other plan fiduciaries have specific responsibilities and duties in the operation of the retirement plans that they serve. Who should serve on the committee? What do fiduciaries need to know? In this session, Michael Naki will discuss these and other selected issues on the roles and obligations of those who hold these positions.

Mr. Naki is a principal at Financial Advocates in Roseville, California. He has over 25 years’ experience with defined benefit and defined contribution plans, with clients in variety of industry sectors. Mr. Naki currently serves on many retirement plan advisory committees. He earned his Bachelor of Science in Business Administration, with a concentration in Management Information Systems, at California State University at Sacramento.

11:05- 11:15 BREAK

11:20 - 12:00 Session 4:  "The Impact of PPACA on Employers – Current Issues”

Now that the Supreme Court has ruled on the Patient Protection and Affordable Care Act (PPACA), every employer must address the challenges it presents. Although many provisions, such as shared responsibility, are coming into sharper focus, others, including nondiscrimination, administration and communications implications point to emerging issues for 2014 and 2015.

In this session, Nadya O’Connell will review some of the potentially-troublesome aspects of health care reform and offer suggestions for managing their impact. The session will cover selecting measurement and stability periods, anticipating administration and communication burdens, and optimizing plan design and funding to minimize costs.

Ms. O’Connell, CEBS, is a partner in the San Francisco office of Mercer serves as a senior consultant providing solutions and process improvement for her clients. Ms. O’Connell has over 25 years of experience in health and welfare plan consulting, strategic planning, employee communications, and account management in both carrier and national consulting environments. She holds a Bachelor of Arts degree in Political Science from Stanford University, a Juris Doctorate from the University of Cincinnati College of Law, and a Masters in Financial Services from the American College in Bryn Mawr. She is a member of the Northern California Human Resources Association, the Disability Management Employer Coalition, and the Western Pension and Benefits Council.

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 March 22nd, 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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