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WP&BC San Francisco Chapter Meeting: Overview of the VFCP

  • April 18, 2013
  • 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 Meeting


Overview of the VFCP    

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

Program Notes:

Join us for an informative session on the Voluntary Fiduciary Correction Program with guest speaker Audrey Chan from the U.S. Department of Labor.

The Voluntary Fiduciary Correction Program (VFCP) is a self-correction program sponsored by the DOL and administered in each of its regional offices. The Program encourages voluntary compliance by self-correcting violations of the law. The VFCP also helps plan officials understand the law and may provide excise tax relief under the class exemption for eligible applicants. The Program allows plan officials to identify and fully correct certain transactions such as prohibited purchases, sales and exchanges, improper loans, delinquent participant contributions, and improper plan expenses.


Audrey W. Chan, U.S. Department of Labor

Audrey Chan is the Voluntary Fiduciary Correction Program (VFCP) coordinator for the San Francisco Region of the Employee Benefits Security Administration (EBSA). As the Regional coordinator her responsibilities include creating Program awareness, providing Program guidance and reviewing applications for eligibility and completeness. After 6 years in the Human Resources Office, Ms. Chan joined EBSA in 1999 as a Benefits Advisor, providing technical advice to the public and businesses on a variety of pension and health plan issues related to the Employee Retirement Income Security Act (ERISA). Subsequently, Ms. Chan became an investigator and served as the Employee Contributions Project Baseline project coordinator before her current position as the VFCP coordinator.

Mike Dickman, Charles Schwab & Co.
 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.

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 16th, 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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