Log in

Welcome to The WP&BC San Francisco Chapter

Log in

WP&BC San Francisco 2014 Spring Conference

  • May 22, 2014
  • 8:00 AM - 12:30 PM
  • The Palace Hotel, 2 New Montgomery St, San Francisco


    Join us for the  

San Francisco Chapter



Thursday, May 22, 2014
8:00 a.m. - 12:30 p.m.

The Palace Hotel
2 New Montgomery St.

San Francisco



Highlights Include:

Keynote O.C. Tanner, PLANSPONSOR 2014 Plan Sponsor
of the Year Award Winner!

Regulatory Update
Jean Ackerman

Breakouts:  Facebook and Intuit on Financial Wellness,
Jamba Juice and CA Dental Association, on Wellness,
and More!





8:00 – 8:30

Registration and Hosted Continental Breakfast

8:30 – 8:45 Welcome & Opening Remarks
8:45 – 10:00 Keynote: O.C. Tanner, Plan Sponsor of the Year Award Winner, shares the company’s philosophy of commitment, caring and employee recognition.  They will describe how these best practices result in long-term loyalty and productivity excellence and how that translates to an effective retirement readiness program.
10:00– 10:15



Track A

Track B

Track C

10:15 – 11:15 Legal Update:
¨Huss, APC
Pension Risk: Managing Opportunities for Plan Sponsors:  Mercer Financial Wellness:
Facebook and

11:15 – 11:30


11:30 – 12:30 Revenue Equalization:
SageView Advisory Group
Regulatory Update
Jean Ackerman of the DOL
Establishing a Successful Wellness Program: 
Jamba Juice,
CA Dental Association
and The Melita Group

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 $150 for WP&BC Members, $250 for Non-members, if you register in advance. At the door, the cost is $200 for WP&BC members, $300 for Non-members (space permitting!). No refunds after May 15, 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 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. 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

Powered by Wild Apricot Membership Software