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

No events available.

Past events

May 10, 2023 Global Investment Environment – Diversified Asset Allocation
April 19, 2023 Secure 2.0 - Matching Student Loan Payments and Other Provisions
April 05, 2023 Secure 2.0 - When are Provisions Effective and Planning Opportunities
February 22, 2023 Legislative and Regulatory Developments Affecting the Retirement Industry
February 07, 2023 WP&BC SF Brown Bag - Environmental, Social and Governance (ESG) Investing
December 01, 2022 Holiday Party - In Partnership with DCIIA & WIPN
October 27, 2022 Providing Benefits for Abortion Services Post-Dobbs — Ways to Protect the Plan Sponsor
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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