Upcoming Events

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Upcoming events

    • Wednesday, January 29, 2020
    • 4:30 PM - 7:00 PM
    • Arden Hills Resort, 1220 Arden Hills Lane, Sacramento, CA 95864
    Register


    Join WP&BC and NIPA Sacramento for our Annual

    2020 LEGISLATIVE & REGULATORY UPDATE

    Logistics

    Wednesday, January 29th  |  4:30 - 7:00 pm
    Arden Hills Athletic & Social Club
    1220 Arden Hills Lane, Sacramento, CA


    Topic Detail

    Increase your industry IQ with this overview of up-to-the-minute legislation and regulatory topics including:

    • Employee benefits provisions of Appropriations bill including the Secure Act,
    • Pending Supreme Court cases,
    • MEPs,
    • PEPs,
    • CalSavers, and
    • more!


    Speakers

    Scott Galbreath, J.D., LL.M. (Tax)
    Murphy Austin Adams Schoenfeld LLP

    Scott leads the Employee Benefits and Executive Compensation Practice Team at Murphy Austin Adams Schoenfeld, LLP (MurphyAustin.com). He has more than 30 years of experience representing employers in ERISA, employee benefits, and executive compensation matters. Born and raised in Chicago, Scott earned his J.D. from IIT Chicago-Kent College of Law as well as an LL.M in Tax with honors from Chicago-Kent. He was recognized as an Illinois Leading Lawyer in Employee Benefits in 2006 by the Leading Lawyer Network. Scott is a former officer of the Chicago Bar Association's Employee Benefits Committee and former Chair of its Executive Compensation Subcommittee. After practicing law in Chicago for 20 years he moved to California and passed the California bar in 2008. He is a Certified Specialist in Taxation Law by the State Bar of California Board of Legal Specialization and has been recognized by his peers on the Sacramento Magazine “Top Lawyers List” for Employee Benefits for three consecutive years. Scott is also a Fellow of the American College of Employee Benefits Counsel, selected for his significant contributions to the advancement of the employee benefits field.

    Scott is the President of the Sacramento Chapter of NIPA, and serves on the Board of the Sacramento Chapter of Western Pension & Benefits Council. He is a former President of the Sacramento Chapter of the Western Pension & Benefits Council and has served as a member of the Executive Committee of the Governing Board of the Western Pension & Benefits Council. Scott has also served as Chair of the Sacramento County Bar Association's Tax Section. Scott regularly speaks at industry events on new developments in employee benefits and has had articles published in the Journal of Pension Benefits, NYU Review of Employee Benefits and Executive Compensation, and the California Labor & Employment Review. He is also the author of The Benefit of Benefits blog available at www.thebenefitofbenefits.com.


    Marcel Weiland, J.D.
    Employee Benefits Law Group

    Marcel handles all areas of employee benefits law that impact private sector and nonprofit employers, including ERISA and Internal Revenue Code compliance. He focuses on qualified retirement plans, including ESOPs.

    For 20 years, Marcel has helped clients attract and retain the best talent by facilitating meaningful benefits for their employees. By analyzing the business organization along with the benefits and fiduciary structures, he helps clients to e  nsure that their benefits align with the company’s strategic plans. Marcel’s comprehensive understanding of benefits designs, laws and regulations allows him to minimize tax and fiduciary exposure while enabling clients to meet their business goals.

    Marcel excels in finding creative solutions to correct retirement plan tax qualification and fiduciary issues in the IRS and Department of Labor voluntary correction programs. He has a long track record of limiting cost and exposure for clients in IRS and Department of Labor investigations. He can also solve potential problems with 409(p) anti-abuse testing for S corporation sponsored ESOPs to protect clients from the onerous tax consequences of noncompliance.

    Marcel is past president and current board member of the Sacramento chapter of the Western Pension & Benefits Council, a member of the ESOP Association and a member of the American Society of Pension Professionals and Actuaries (ASPPA). He also serves as a member of the ASPPA Government Affairs Committee.


    Schedule

    • 4:30 - 5:00 Registration/Reception
    • 5:00 - 7:00 Meeting
    • Reception following


    Continuing Education

    3 CE or 3 Hours each for:

    • California CPAs
    • ASPPA certifications
    • NIPA certifications
    • Certified Financial Planners, CFP (pending)
    • JBEA
    • MCLE for California attorneys
    • CEBS
    • Enrolled Retirement Plan Agents and Enrolled Agents, ERPA


    Furthermore

    • Enjoy some food and beverages on us!


    Special thanks to our Chapter Sponsors


    CliftonLarsonAllen


    Genovese Burford & Brothers


    And thanks also to our event co-sponsor



    NOT A MEMBER YET?  Find out how to join!

Past events

Wednesday, November 13, 2019 What to Expect When You’re Expecting a Conversion: Best Practices When Changing Retirement Plan Providers
Wednesday, September 18, 2019 Missing Participants/Uncashed Checks: WTF (without the fuss)
Wednesday, August 28, 2019 2019-2020 Member Social
Wednesday, June 05, 2019 Capital Forum on Pensions 2019
Wednesday, May 08, 2019 The Value of the TPA
Wednesday, April 24, 2019 Coming Together: Controlled Groups & Acquisitions
Wednesday, March 20, 2019 Fiduciary Education & DOL Investigations
Wednesday, January 30, 2019 2019 Annual Legislative & Regulatory Update
Wednesday, December 05, 2018 Dec. 5th: Kick Off the Holidays with a Cheerful Year-End Checklist Review
Wednesday, September 26, 2018 WP&BC Annual Social
Wednesday, May 16, 2018 Capital Forum on Pensions 2018
Wednesday, April 18, 2018 Eligibility Choices: Benefits and Consequences & Top Ten Distribution Failures: How to Correct Them
Wednesday, March 21, 2018 Disaster Relief and 5500 Changes and 5th Circuit Decision on the Fiduciary Rule
Wednesday, February 07, 2018 What's Happening with Litigation and Regulations? - Get the Latest Updates!
Wednesday, November 01, 2017 Retirement Plan Issues in Mergers and Acquisitions?
Wednesday, September 20, 2017 How to Reduce Fiduciary Liability - A Two Step Tango
Wednesday, August 30, 2017 WP&BC Member Social
Wednesday, May 24, 2017 Capital Forum on Pensions 2017
Wednesday, April 19, 2017 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
Wednesday, March 22, 2017 Employment Law
Wednesday, February 01, 2017 Annual Legislative and Regulatory Update
Wednesday, November 16, 2016 Compliance Panel
Wednesday, October 19, 2016 Fiduciary Rule - what you need to know
Wednesday, September 21, 2016 WP&BC Member Social
Wednesday, May 25, 2016 Capital Forum on Pensions 2016
Wednesday, April 27, 2016 Plan Fiduciary Compliance
Wednesday, March 16, 2016 Financial Advisors
Wednesday, March 16, 2016 Health Care Update
Wednesday, January 20, 2016 Annual Legislative and Regulatory Update
Wednesday, November 18, 2015 Compliance Panel
Wednesday, October 21, 2015 Cash Balance Basics
Wednesday, September 16, 2015 WP&BC Social Event!
Wednesday, May 20, 2015 Capital Forum on Pensions 2015
Wednesday, March 25, 2015 Chapter Meeting: Is Your Sensitive Data Protected?
Wednesday, February 25, 2015 Chapter Meeting: Annual Legislative and Regulatory Update
Wednesday, January 14, 2015 Breakfast Chapter Meeting - Health Care Reform Update
Thursday, November 13, 2014 WEBINAR - Long Term Healthcare
Wednesday, November 05, 2014 First Chapter Meeting of the 2014/2015 Year!
Wednesday, October 29, 2014 WEBINAR - Roth Accounts and Conversions - Trick or Treat!
Thursday, September 25, 2014 WP&BC Kickoff Social Event!
Wednesday, May 21, 2014 Capital Forum on Pensions 2014
Wednesday, March 19, 2014 Chapter Meeting: Annual Legislative and Regulatory Update
Thursday, January 30, 2014 Chapter Meeting: An Update on Health Care Reform: Strategies for Compliance!
Wednesday, October 23, 2013 Chapter Meeting
Wednesday, September 18, 2013 Social Event
Wednesday, May 01, 2013 Chapter Meeting
Wednesday, February 20, 2013 Chapter Meeting: Annual Legislative and Regulatory Update
Wednesday, January 16, 2013 Chapter Meeting
Wednesday, October 24, 2012 Chapter Meeting
Wednesday, September 19, 2012 Social Event

Western Pension & Benefits Council Sacramento Chapter

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