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Welcome to The WP&BC San Francisco Chapter

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WP&BC San Francisco Chapter Events

One of the great benefits of membership in WP&BC is getting to meet your fellow members to share ideas, network, socialize or volunteer for a cause. We also hold webinar and informational meetings on the latest industry topics.

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

SAVE THE DATE for our upcoming programs! Click the link below to add it to your calendar.

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

    • November 14, 2024
    • 3:30 PM - 6:30 PM
    • 560 Mission Street Suite 3100
    Register



    Craig Hoffman - ERISA Anniversary Presentation
    Wednesday, November 14, 2024
    3:30 p.m. - 6:00 p.m. 

    Seyfarth Shaw

    560 Mission Street Suite 3100

    San Francisco


    Description

    Ever wonder where the idea of cross testing came from? How about the origins of EPCRS? And why do we still have the top-heavy requirements? Inquiring minds want to know!  You can learn the answers to these questions and more by attending this retrospective on how we got from adoption of ERISA in 1974 to current 2024 pension law and guidance. Help us celebrate 50 years of ERISA.  This presentation will discuss key events, their effects on ERISA, and how they shaped our path forward.

    Speaker
    Craig Hoffman, Attorney/Senior Consultant
    Nova 401(k) Associates

    Craig Hoffman's Bio

    Craig P. Hoffman is an Attorney/Senior Consultant with Nova 401(k) Associates in Houston, Texas. For over thirty-five years, Craig’s practice has focused exclusively on federal tax and ERISA matters relating to the design, implementation, and operation of tax-qualified retirement plans. He previously served as Counsel to the Trucker Huss law firm in San Francisco, California.

    Before joining Trucker Huss, Craig served 10 years as General Counsel for the American Retirement Association, (“ARA”), a national organization of over 20,000 members who provide actuarial, consulting, administrative, legal, investment and other professional services for qualified retirement plans and tax-sheltered annuities. Craig had previously served ARA as President, a member of the Board of Directors, Co-Chair of the Government Affairs Committee and Co-Chair of the Political Action Committee. Prior to joining ARA, Craig served for over 19 years as General Counsel to the Relius division of SunGard, which is now part of Fidelity National Information Services, Inc. (“FIS”).


    Sponsored by:

    • December 11, 2024
    • 4:00 PM - 6:00 PM
    • The City Club of San Francisco, 155 Sansome St, San Francisco
    Registration is closed



    Partnered with


    Let's Celebrate!

    Free Registration - Register Here! 
    *All registrations are being collected by DCIIA, so you will be redirected by this link.

    Wednesday, December 11, 2024 - 4:00pm - 6:00pm
    The City Club of San Francisco
    155 Sansome Street
    San Francisco, CA 


    This is a no cost event for our members to ring in the holiday season! We are pleased to partner with DCIIA and WIPN as our organizations have a lot of crossover and will be a great way to reconnect with our chapter friends while making new connections.


    Registration fee:
    Member - Free

    *************************************************************************************************************************

    • January 30, 2025
    • 3:30 PM - 6:30 PM
    • TBD



    WPBC SF Chapter Meeting

    Legislative Update/CFERS

    January 30, 2025

    3:30p.m - 6:00 p.m. 

    More details coming soon!


    • February 27, 2025
    • 12:00 PM - 1:00 PM
    • Zoom Meeting
    Register


    Plan Administration for Today's Tech

    Wednesday, February 27, 2024

    12:00 p.m. to 1:00 p.m.

    How payroll systems and data integrations impact plan design, operations and compliance.

    Elevate Your Lunch Break

    ️The Lunchtime Experience: This is not your average webinar – it's an experience! Grab your lunch, cozy up with your laptop, and immerse yourself in this casual yet intellectually stimulating discussion. Expect surprises, laughter, and, most importantly, invaluable insights.

    Meet Our Speakers:

    Michael Flatebo
    Retirement Plan Specialist
    Pension Profit Sharing Services, Inc.

    Complimentary for Members: As a token of appreciation for our members, this exhilarating Lunchtime Webinar comes at no cost! Seize this golden opportunity to connect, learn, and expand your professional horizons without spending a dime.

    Get ready for a lunchtime rendezvous with knowledge – it's not just a webinar; it's an adventure!

    This Lunchtime Webinar is complimentary to members!

    • March 20, 2025
    • 12:00 PM - 1:00 PM
    • Zoom Meeting
    Register



    Retirement Plan Solutions for Every Size Webinar

    March 20, 2025 12:00 p.m. to 1:00 p.m.

    Discussion of Plan Design & Solutions for Large Plans (+ Mid), Fintech, MEP/PEP and CalSavers

    More details coming soon!

    Elevate Your Lunch Break

    ️The Lunchtime Experience: This is not your average webinar – it's an experience! Grab your lunch, cozy up with your laptop, and immerse yourself in this casual yet intellectually stimulating discussion. Expect surprises, laughter, and, most importantly, invaluable insights.

    Complimentary for Members: As a token of appreciation for our members, this exhilarating Lunchtime Webinar comes at no cost! Seize this golden opportunity to connect, learn, and expand your professional horizons without spending a dime.

    Get ready for a lunchtime rendezvous with knowledge – it's not just a webinar; it's an adventure!

    This Lunchtime Webinar is complimentary to members!

Past events

October 09, 2024 Choose your own adventure! A Roadmap for SECURE & SECURE 2.0 401(k) Implementation
June 06, 2024 WP&BCSF 70th Anniversary Member Appreciation Event
April 24, 2024 Understanding How Successful Equity Compensation Programs are Structured and Communicated
April 17, 2024 WP&BC SF Brown Bag Webinar - IBM Pension Plan Re-Opening
February 22, 2024 WP&BC SF Webinar - Long-Time Part-Time Employee Guidance
January 25, 2024 Legislative and Regulatory Developments Affecting the Retirement Industry
December 14, 2023 Holiday Party - In Partnership with DCIIA & WIPN
November 09, 2023 Kathleen Kennedy Townsend
September 21, 2023 Navigating Employee Benefit Trends Post-COVID
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)

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Frank McDonald, MBA, Chapter Administrator

info@wpbcsf.org

Address:

Western Pension and Benefits Council - San Francisco Chapter
1540 River Park Drive, Suite 211
Sacramento, CA 95815-4608
916-550-2608

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