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WP&BC San Francisco Chapter Meeting: Washington & Regulatory Update

  • January 22, 2014
  • 4:30 PM - 7:00 PM
  • Orrick, Herrington & Sutcliffe, LLP


  • Chapter Sponsor Passes must be obtained ahead of time to use this registration type. Please check with your Chapter Sponsor representative.

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WP&BC San Francisco Chapter Meeting and Reception Honoring our Past Presidents  

Washington & Regulatory Update
Wednesday, January 22, 2014


405 Howard Street, 8th Floor, Orrick Cafe 
San Francisco 
4:00 - 4:30 p.m.: Registration and social (wine and beer complimentary). Begin your networking early!
4:30 - 6:00 p.m.: Program
6:00 - 7:00 p.m.: Social Hour and Reception honoring Past Presidents

Program Notes:

Join us for an insightful discussion about how potential developments in Washington will affect the design and administration of retirement plans. Talk of tax reform continues and cutbacks to the private pension system remain a potential piggy bank to pay for rate reduction. Simultaneously, pension reform bills have bipartisan support and may well be included in bills addressing pension funding that many believe will be enacted in 2014.  This presentation will explore a variety of hot button issues, including:

  • Potential for comprehensive tax reform and its impact on the private retirement system.
  • Positive changes being proposed for qualified retirement plans and the likelihood of enactment.
  • The political climate in Washington and how it will affect legislative initiatives relating to retirement plans.
  • How will the new proposed definition of ERISA fiduciary affect plan administrators and other employee benefit professionals?
  • Recognize what needs to be done to bring retirement plans into compliance with the Supreme Court's Windsor decision.

Ronald J. Triche, Esq., APM, Director of Government Affairs, ASPPA

 Moderators: Michael Dickman, Charles Schwab
Gary Shipper, Wells Fargo Asset Management
Social Hour: Plan to stay for the social hour immediately following the program where we will honor our past presidents. You'll also have time to discuss issues raised during the program, catch up with old friends and make some new ones.

MEMBERS: You are encouraged to bring a non-member guest with you to this meeting FOR FREE. Contact the office for the registration code.  

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. Members are complimentary. Members pay $45 in advance and $55 at the door. Non-member registration is $85 in advance or $95 at the door (space permitting.) No refunds after January 15,  but substitutions are permitted at any time.

CONTINUING EDUCATION - CEUs are available for ASPPA, CPAs, Actuaries and Attorneys. 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 (or you can register and send in a payment by check) when you register online.

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) 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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