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May 10, 2023
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Global Investment Environment – Diversified Asset Allocation
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April 19, 2023
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Secure 2.0 - Matching Student Loan Payments and Other Provisions
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April 05, 2023
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Secure 2.0 - When are Provisions Effective and Planning Opportunities
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February 22, 2023
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Legislative and Regulatory Developments Affecting the Retirement Industry
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February 07, 2023
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WP&BC SF Brown Bag - Environmental, Social and Governance (ESG) Investing
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December 01, 2022
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Holiday Party - In Partnership with DCIIA & WIPN
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October 27, 2022
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Providing Benefits for Abortion Services Post-Dobbs — Ways to Protect the Plan Sponsor
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August 30, 2022
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Women in Investing Part 3 - Jenny Johnson, CEO, Franklin Templeton
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June 27, 2022
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WP&BC SF Brown Bag - Plan Operational Errors Are on the Rise - Now What?
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May 19, 2022
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May Chapter Meeting - Cyber Insurance 101 and Best Practices
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May 04, 2022
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WP&BC SF - EBP SAS Brown Bag - Changes to Your Annual Employee Benefit Plan Audits – What You Need to Know
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April 28, 2022
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WP&BC San Francisco Chapter - Happy Hour! - Benefits Professionals Appreciation Event
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March 30, 2022
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March Chapter Meeting - Investing in Women and an Inclusive Workplace
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February 17, 2022
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February Chapter Meeting - Legislative Update
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December 02, 2021
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December Chapter Meeting: Women's Economic Security and Financial Literacy; Facts, Advocacy and Action
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October 05, 2021
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WP&BC SF Brown Bag-Cyber Security - Relating to Employee Benefit Plans
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June 15, 2021
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WP&BC SF Brown Bag- ARPA Single Employer Plans
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May 25, 2021
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May Chapter Meeting - Innovations in Mental Health Benefits for Employees
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May 05, 2021
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WP&BC SF Brown Bag- ARPA Multi-Employer Plans
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April 21, 2021
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April Chapter Meeting - JP Morgan Guide to Retirement
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March 25, 2021
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March Chapter Meeting - Voya - Helping diverse communities during COVID
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February 26, 2021
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February Chapter Meeting Diversity, Equity and Inclusion
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January 26, 2021
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WP&BC SF Lunchtime Webinar - New Fiduciary Rule
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January 14, 2021
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WP&BC SF January Chapter Meeting Legislative Update
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December 10, 2020
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WP&BC SF December Chapter Meeting - Well Being (AECOM)
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November 17, 2020
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WP&BC SF Lunchtime Webinar - DOL ESG
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October 30, 2020
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WP&BC SF October Chapter Meeting - Nightmare on Benefits Street
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September 29, 2020
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WP&BC SF Chapter Meeting - Tweets, hashtags and all things benefit related with Twitter
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June 11, 2020
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WP&BC SF Lunchtime Webinar - DOL’s new default safe harbor electronic disclosure rules
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May 21, 2020
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WP&BC SF Lunchtime Webinar Series
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March 24, 2020
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WP&BC San Francisco Chapter Meeting: AECOM
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February 11, 2020
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WP&BC San Francisco Chapter Meeting: Legislative & Regulatory Update
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February 05, 2020
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SF Chapter Field Trip: U.S. Court of Appeals - Ninth Circuit
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December 05, 2019
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WP&BC SF Chapter Meeting - December 5, 2019
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November 12, 2019
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WP&BC SF Chapter - November 12, 2019 CalSavers Retirement Plan
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October 28, 2019
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October 28 2019- WP&BC SF Brown Bag Lunch: 2018 Employee Benefit Plan Audit Debrief - Lessons Learned / Best Practices
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October 01, 2019
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WP&BC SF "Industry Networking" Membership Event
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July 25, 2019
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SF Chapter Field Trip: City Scapes & Public Places
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June 18, 2019
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WP&BC SF "Membership Appreciation" Event
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May 14, 2019
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WP&BC San Francisco Chapter Meeting - How Participant Data Metrics Will Revolutionize Benefits!
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March 12, 2019
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WP&BC San Francisco Chapter Meeting - Economic Update
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February 07, 2019
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WP&BC San Francisco Chapter Meeting - Legislative Update!
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October 25, 2018
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WP&BC San Francisco Chapter Meeting: the complexities of the Socially Responsible Investing (SRI)/ Environmental, Social, Governance (ESG) landscape
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September 25, 2018
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WP&BC SF "Industry Networking" Membership Event
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June 19, 2018
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2018 San Francisco Chapter Conference
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May 09, 2018
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SF Chapter Field Trip: Bluxome Street Winery
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April 19, 2018
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WP&BC San Francisco Chapter Meeting - Ask the Retirement Experts
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February 01, 2018
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WP&BC SF "Industry Networking" Event
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December 07, 2017
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WP&BC San Francisco Chapter Meeting (Topics: Fiduciary Rule and Tax Reform) and Holiday Event
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November 14, 2017
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November 14 - WP&BC SF Brown Bag Lunch: We'll Save you a Seat at the Mortality Table Part II
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November 08, 2017
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SF Chapter Field Trip: San Francisco Opera
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October 10, 2017
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WP&BC San Francisco Chapter Meeting: The Convergence of Health and Wealth-Unlocking the Power of Health Savings Accounts (HSAs)
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July 09, 2017
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2017 Western Benefits Conference
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June 15, 2017
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WP&BC SF "Membership Appreciation" Event
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May 25, 2017
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May 25 - WP&BC SF Brown Bag Lunch: Not for Nothing: IRS Issues Proposed New Guidelines on Not for Profit Deferred Comp Plans
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May 18, 2017
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WP&BC San Francisco 2017 Spring Conference
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April 26, 2017
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WP&BC San Francisco Chapter Meeting: The Impact of a Non-Retirement Ready Workforce
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April 13, 2017
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SF Chapter Field Trip: DaDA Bar
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March 16, 2017
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WP&BC San Francisco Chapter Meeting: ACA Update Implications of Repeal and Replace
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January 19, 2017
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WP&BC San Francisco Chapter Meeting: 2017 Legal and Legislative Update for Employee Benefit Plans
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November 10, 2016
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WP&BC San Francisco Chapter Meeting: California Secure Choice
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October 18, 2016
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WP&BC SF "Field Trip" - Recology Tour of San Francisco
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September 22, 2016
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WP&BC San Francisco Chapter Meeting: Creative Solutions Addressing Well-Being
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July 14, 2016
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WP&BC SF Brown Bag Lunch: Underfunded Multi-Employer Plans-Are They Running Out of Options?
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May 19, 2016
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WP&BC San Francisco 2016 Spring Conference
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April 26, 2016
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WP&BC San Francisco Chapter Meeting: Low Interest Rates; Myths and Misconceptions
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April 12, 2016
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WP&BC SF "Field Trip" - City Hall
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March 22, 2016
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WP&BC San Francisco Chapter Meeting: What's in Your Toolbox to Help You De-Risk?
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February 25, 2016
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WP&BC SF Brown Bag Lunch: The Auditors Are Coming! How to Prepare for Audit Season
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January 21, 2016
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WP&BC San Francisco Chapter Meeting - Legislative Update
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November 10, 2015
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WP&BC San Francisco Chapter Meeting: Addressing Risk in Retirement Plans
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October 07, 2015
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Western Pension & Benefits Council: Silicon Valley Fall Conference
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September 15, 2015
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WP&BC San Francisco Chapter Meeting: Current Market Trends and Economic Outlook
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August 27, 2015
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WP&BC SF Brown Bag Lunch: The ACA is Here to Stay and Compliance is Mandatory!
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June 09, 2015
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WP&BC SF Brown Bag Lunch: Data Breach Dynamite!
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June 02, 2015
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WP&BC SF "Field Trip": Wells Fargo History Museum
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May 13, 2015
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WP&BC San Francisco 2015 Spring Conference
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May 12, 2015
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WP&BC SF Fleece Wear
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April 29, 2015
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WP&BC SF "Membership Appreciation" Event
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April 09, 2015
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WP&BC San Francisco Chapter Meeting: Beyond K: What Other Employee Benefits are Occupying our Clients' Attention?
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March 25, 2015
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2015 Silicon Valley Spring Conference
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March 19, 2015
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WP&BC San Francisco Chapter Meeting: How Financial Wellness Programming Can Help Plan Sponsors Improve Employee's Lives
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March 06, 2015
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WP&BC SF "Field Trip": Grand Central Station of the West!
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January 14, 2015
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WP&BC San Francisco Chapter Meeting: Looking Back and Looking Forward: How to Position Your Benefit Plans in 2015
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January 08, 2015
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WP&BC SF Brown Bag Lunch: We're Saving you a Seat at the Mortality Table
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November 05, 2014
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WP&BC San Francisco Chapter Meeting: Industry Perspectives: A Discussion with Service Providers
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October 30, 2014
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WP&BC SF "Field Trip": SF PUC Headquarters
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October 23, 2014
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WP&BC SF Brown Bag Lunch: Cash Balance Redux: Final Regulations on Hybrid Plans
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September 24, 2014
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Silicon Valley Fall Conference
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September 16, 2014
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WP&BC San Francisco Chapter Meeting: Pension Nuggets
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July 10, 2014
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WP&BC SF Brown Bag Lunch: Law Firms and Retirement Plans
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May 22, 2014
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WP&BC San Francisco 2014 Spring Conference
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May 08, 2014
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WP&BC SF Brown Bag Lunch: Government Pensions: A Citizen's Perspective
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April 07, 2014
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WP&BC San Francisco Chapter Meeting with The Commonwealth Club: Money for Life
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March 19, 2014
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2014 Silicon Valley Spring Conference: Employee Benefits - Today and Beyond
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March 11, 2014
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WP&BC San Francisco Chapter Meeting: Pension Nuggets
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January 22, 2014
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WP&BC San Francisco Chapter Meeting: Washington & Regulatory Update
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January 15, 2014
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WP&BC SF Brown Bag Lunch: Proxy Season 2014: Trends & Issues
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November 12, 2013
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WP&BC San Francisco Chapter Meeting: Health & Welfare Benefits: PPACA Panel Discussion
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October 02, 2013
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WP&BC San Francisco Chapter Meeting: General Counsel Perspectives
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September 18, 2013
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Silicon Valley Fall Conference
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September 13, 2013
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WP&BC SF Brown Bag Lunch: Open Forum on Open Enrollment
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August 22, 2013
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WP&BC SF Brown Bag Lunch: Supreme Court Speaks on DOMA - Now What?
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June 26, 2013
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WP&BC SF Brown Bag Lunch: Health Care Reform - What's on Your Mind?
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May 02, 2013
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WP&BC San Francisco Spring Conference
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|
April 18, 2013
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WP&BC San Francisco Chapter Meeting: Overview of the VFCP
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March 27, 2013
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Silicon Valley Spring Conference -“Adding More Light to Your Benefits World”
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March 13, 2013
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WP&BC San Francisco Chapter Meeting: Pension Nuggets
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February 07, 2013
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WP&BC San Francisco Chapter Meeting: The Impact of the Recent Elections/Legislative Update
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|
November 14, 2012
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WP&BC San Francisco Chapter Meeting: An Emerging Concern: CyberCrime and the Employee Retirement Plan
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September 21, 2012
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WP&BC SF Brown Bag Lunch: Pension Funding Target Rates and Map 21 Changes
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September 19, 2012
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Silicon Valley Fall Conference
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September 13, 2012
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WP&BC San Francisco Chapter Meeting: Special Guest: Ted Benna (Father of the 401K Plan)
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