The San Francisco Chapter holds Brown Bag Lunch  Meetings, Field Trips, Chapter Meetings, and Membership Appreciation Events. All registration is online.

Cancellation Policy: For events with a registration fee, cancellations received five (5) business days prior to an event are eligible for a refund. Substitutions are welcomed at any time.

UPCOMING EVENTS

    • October 27, 2022
    • 4:00 PM - 6:30 PM
    • Hanson Bridgett
    Register



    Providing Benefits for Abortion Services Post-Dobbs — Ways to Protect the Plan Sponsor

    Please join us in-person!
    Thursday, October 27, 2022
    4:00pm - 6:30p.m.

    Location
    Hanson Bridgett
    425 Market St 26th Floor
    San Francisco, CA 94105

    Speaker

    Mary Powell, Director

    Trucker Huss


    In the aftermath of the decision in Dobbs v. Jackson Women’s Health Organization, some plan sponsors have adopted changes to their health plans to enhance benefits for abortion services—to various reactions from employees. Additionally, certain lawmakers (and other organizations) have sent plan sponsors letters threatening to sue the plan sponsor for violation of a state law that bans abortion—even when the employee received an abortion (or abortion medication) in a state where it is legal, but that person resides in a state where abortion is illegal.

    At this chapter meeting, Mary Powell will discuss the issues that have arisen since plan sponsors began enhancing the abortion service benefits in their health plans, such as:

    •  A deep dive into claims that may be brought against a plan sponsor;
    • Tax issues for the added benefits
    • Whether travel and lodging benefits can be included in an Employee Assistance Plan (EAP)
    • A recent federal case regarding medication abortions
    • Protective provisions to include a health plan that covers abortion services
    • Discussing possible issues under the Mental Health Parity and Addiction Equity Act
    • What may come next

    MARY E. POWELL is a Director at Trucker Huss, APC in San Francisco, CA.  She has over two decades of experience in all aspects of employee benefits.  Currently, her main focus is assisting employers with the implementation of the Consolidated Appropriations Act, 2021 (CAA), the Patient Protection and Affordable Care Act (ACA) and drafting executive compensation plans. Mary assists employers with obtaining Private Letter Rulings from the IRS and she submits comments to the Departments of Treasury and Labor both prior to the issuance of regulations and in response to proposed guidance issued by those agencies.

    Mary is a Chambers rated lawyer and has been listed as a Top-Rated Employee Benefits Attorney by Northern California Super Lawyers since 2017.  She earned and LL.M. in Taxation, with distinction, from Georgetown University Law Center, J.D. with honors from Golden Gate University, and B.A. in Rhetoric and Philosophy from Willamette University.


    Registration fee:
    Member - $45.00
    Non-Member - $95.00


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    Sponsored by




Past events

August 30, 2022 Women in Investing Part 3 - Jenny Johnson, CEO, Franklin Templeton
June 27, 2022 WP&BC SF Brown Bag - Plan Operational Errors Are on the Rise - Now What?
May 19, 2022 May Chapter Meeting - Cyber Insurance 101 and Best Practices
May 04, 2022 WP&BC SF - EBP SAS Brown Bag - Changes to Your Annual Employee Benefit Plan Audits – What You Need to Know
April 28, 2022 WP&BC San Francisco Chapter - Happy Hour! - Benefits Professionals Appreciation Event
March 30, 2022 March Chapter Meeting - Investing in Women and an Inclusive Workplace
February 17, 2022 February Chapter Meeting - Legislative Update
December 02, 2021 December Chapter Meeting: Women's Economic Security and Financial Literacy; Facts, Advocacy and Action
October 05, 2021 WP&BC SF Brown Bag-Cyber Security - Relating to Employee Benefit Plans
June 15, 2021 WP&BC SF Brown Bag- ARPA Single Employer Plans
May 25, 2021 May Chapter Meeting - Innovations in Mental Health Benefits for Employees
May 05, 2021 WP&BC SF Brown Bag- ARPA Multi-Employer Plans
April 21, 2021 April Chapter Meeting - JP Morgan Guide to Retirement
March 25, 2021 March Chapter Meeting - Voya - Helping diverse communities during COVID
February 26, 2021 February Chapter Meeting Diversity, Equity and Inclusion
January 26, 2021 WP&BC SF Lunchtime Webinar - New Fiduciary Rule
January 14, 2021 WP&BC SF January Chapter Meeting Legislative Update
December 10, 2020 WP&BC SF December Chapter Meeting - Well Being (AECOM)
November 17, 2020 WP&BC SF Lunchtime Webinar - DOL ESG
October 30, 2020 WP&BC SF October Chapter Meeting - Nightmare on Benefits Street
September 29, 2020 WP&BC SF Chapter Meeting - Tweets, hashtags and all things benefit related with Twitter
June 11, 2020 WP&BC SF Lunchtime Webinar - DOL’s new default safe harbor electronic disclosure rules
May 21, 2020 WP&BC SF Lunchtime Webinar Series
March 24, 2020 WP&BC San Francisco Chapter Meeting: AECOM
February 11, 2020 WP&BC San Francisco Chapter Meeting: Legislative & Regulatory Update
February 05, 2020 SF Chapter Field Trip: U.S. Court of Appeals - Ninth Circuit
December 05, 2019 WP&BC SF Chapter Meeting - December 5, 2019
November 12, 2019 WP&BC SF Chapter - November 12, 2019 CalSavers Retirement Plan
October 28, 2019 October 28 2019- WP&BC SF Brown Bag Lunch: 2018 Employee Benefit Plan Audit Debrief - Lessons Learned / Best Practices
October 01, 2019 WP&BC SF "Industry Networking" Membership Event
July 25, 2019 SF Chapter Field Trip: City Scapes & Public Places
June 18, 2019 WP&BC SF "Membership Appreciation" Event
May 14, 2019 WP&BC San Francisco Chapter Meeting - How Participant Data Metrics Will Revolutionize Benefits!
March 12, 2019 WP&BC San Francisco Chapter Meeting - Economic Update
February 07, 2019 WP&BC San Francisco Chapter Meeting - Legislative Update!
October 25, 2018 WP&BC San Francisco Chapter Meeting: the complexities of the Socially Responsible Investing (SRI)/ Environmental, Social, Governance (ESG) landscape
September 25, 2018 WP&BC SF "Industry Networking" Membership Event
June 19, 2018 2018 San Francisco Chapter Conference
May 09, 2018 SF Chapter Field Trip: Bluxome Street Winery
April 19, 2018 WP&BC San Francisco Chapter Meeting - Ask the Retirement Experts
February 01, 2018 WP&BC SF "Industry Networking" Event
December 07, 2017 WP&BC San Francisco Chapter Meeting (Topics: Fiduciary Rule and Tax Reform) and Holiday Event
November 14, 2017 November 14 - WP&BC SF Brown Bag Lunch: We'll Save you a Seat at the Mortality Table Part II
November 08, 2017 SF Chapter Field Trip: San Francisco Opera
October 10, 2017 WP&BC San Francisco Chapter Meeting: The Convergence of Health and Wealth-Unlocking the Power of Health Savings Accounts (HSAs)
July 09, 2017 2017 Western Benefits Conference
June 15, 2017 WP&BC SF "Membership Appreciation" Event
May 25, 2017 May 25 - WP&BC SF Brown Bag Lunch: Not for Nothing: IRS Issues Proposed New Guidelines on Not for Profit Deferred Comp Plans
May 18, 2017 WP&BC San Francisco 2017 Spring Conference
April 26, 2017 WP&BC San Francisco Chapter Meeting: The Impact of a Non-Retirement Ready Workforce
April 13, 2017 SF Chapter Field Trip: DaDA Bar
March 16, 2017 WP&BC San Francisco Chapter Meeting: ACA Update Implications of Repeal and Replace
January 19, 2017 WP&BC San Francisco Chapter Meeting: 2017 Legal and Legislative Update for Employee Benefit Plans
November 10, 2016 WP&BC San Francisco Chapter Meeting: California Secure Choice
October 18, 2016 WP&BC SF "Field Trip" - Recology Tour of San Francisco
September 22, 2016 WP&BC San Francisco Chapter Meeting: Creative Solutions Addressing Well-Being
July 14, 2016 WP&BC SF Brown Bag Lunch: Underfunded Multi-Employer Plans-Are They Running Out of Options?
May 19, 2016 WP&BC San Francisco 2016 Spring Conference
April 26, 2016 WP&BC San Francisco Chapter Meeting: Low Interest Rates; Myths and Misconceptions
April 12, 2016 WP&BC SF "Field Trip" - City Hall
March 22, 2016 WP&BC San Francisco Chapter Meeting: What's in Your Toolbox to Help You De-Risk?
February 25, 2016 WP&BC SF Brown Bag Lunch: The Auditors Are Coming! How to Prepare for Audit Season
January 21, 2016 WP&BC San Francisco Chapter Meeting - Legislative Update
November 10, 2015 WP&BC San Francisco Chapter Meeting: Addressing Risk in Retirement Plans
October 07, 2015 Western Pension & Benefits Council: Silicon Valley Fall Conference
September 15, 2015 WP&BC San Francisco Chapter Meeting: Current Market Trends and Economic Outlook
August 27, 2015 WP&BC SF Brown Bag Lunch: The ACA is Here to Stay and Compliance is Mandatory!
June 09, 2015 WP&BC SF Brown Bag Lunch: Data Breach Dynamite!
June 02, 2015 WP&BC SF "Field Trip": Wells Fargo History Museum
May 13, 2015 WP&BC San Francisco 2015 Spring Conference
May 12, 2015 WP&BC SF Fleece Wear
April 29, 2015 WP&BC SF "Membership Appreciation" Event
April 09, 2015 WP&BC San Francisco Chapter Meeting: Beyond K: What Other Employee Benefits are Occupying our Clients' Attention?
March 25, 2015 2015 Silicon Valley Spring Conference
March 19, 2015 WP&BC San Francisco Chapter Meeting: How Financial Wellness Programming Can Help Plan Sponsors Improve Employee's Lives
March 06, 2015 WP&BC SF "Field Trip": Grand Central Station of the West!
January 14, 2015 WP&BC San Francisco Chapter Meeting: Looking Back and Looking Forward: How to Position Your Benefit Plans in 2015
January 08, 2015 WP&BC SF Brown Bag Lunch: We're Saving you a Seat at the Mortality Table
November 05, 2014 WP&BC San Francisco Chapter Meeting: Industry Perspectives: A Discussion with Service Providers
October 30, 2014 WP&BC SF "Field Trip": SF PUC Headquarters
October 23, 2014 WP&BC SF Brown Bag Lunch: Cash Balance Redux: Final Regulations on Hybrid Plans
September 24, 2014 Silicon Valley Fall Conference
September 16, 2014 WP&BC San Francisco Chapter Meeting: Pension Nuggets
July 10, 2014 WP&BC SF Brown Bag Lunch: Law Firms and Retirement Plans
May 22, 2014 WP&BC San Francisco 2014 Spring Conference
May 08, 2014 WP&BC SF Brown Bag Lunch: Government Pensions: A Citizen's Perspective
April 07, 2014 WP&BC San Francisco Chapter Meeting with The Commonwealth Club: Money for Life
March 19, 2014 2014 Silicon Valley Spring Conference: Employee Benefits - Today and Beyond
March 11, 2014 WP&BC San Francisco Chapter Meeting: Pension Nuggets
January 22, 2014 WP&BC San Francisco Chapter Meeting: Washington & Regulatory Update
January 15, 2014 WP&BC SF Brown Bag Lunch: Proxy Season 2014: Trends & Issues
November 12, 2013 WP&BC San Francisco Chapter Meeting: Health & Welfare Benefits: PPACA Panel Discussion
October 02, 2013 WP&BC San Francisco Chapter Meeting: General Counsel Perspectives
September 18, 2013 Silicon Valley Fall Conference
September 13, 2013 WP&BC SF Brown Bag Lunch: Open Forum on Open Enrollment
August 22, 2013 WP&BC SF Brown Bag Lunch: Supreme Court Speaks on DOMA - Now What?
June 26, 2013 WP&BC SF Brown Bag Lunch: Health Care Reform - What's on Your Mind?
May 02, 2013 WP&BC San Francisco Spring Conference
April 18, 2013 WP&BC San Francisco Chapter Meeting: Overview of the VFCP
March 27, 2013 Silicon Valley Spring Conference -“Adding More Light to Your Benefits World”
March 13, 2013 WP&BC San Francisco Chapter Meeting: Pension Nuggets
February 07, 2013 WP&BC San Francisco Chapter Meeting: The Impact of the Recent Elections/Legislative Update
November 14, 2012 WP&BC San Francisco Chapter Meeting: An Emerging Concern: CyberCrime and the Employee Retirement Plan
September 21, 2012 WP&BC SF Brown Bag Lunch: Pension Funding Target Rates and Map 21 Changes
September 19, 2012 Silicon Valley Fall Conference
September 13, 2012 WP&BC San Francisco Chapter Meeting: Special Guest: Ted Benna (Father of the 401K Plan)
Western Pension & Benefits Council - San Francisco Chapter
1540 River Park Drive, Suite 211 - Sacramento, CA 95815-4608 - 916-550-2608



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