UPCOMING EVENTS
As we migrate to a new website, we want you to know we have events - reach out to info@wpbcseattle.org; or call 206.653.7259.
March 12, 2025
Fiduciary Best Practices for Plan Sponsors
ERISA entrusts the care of retirement benefits and the proper operation of retirement plans to “fiduciaries” of the plans, such as the business owners who sponsor them. Fiduciaries who fail can face penalties and personal liability for plan losses. Attend this course to understand fiduciary responsibilities and liabilities, how to identify the different types of plan fiduciaries and implement fiduciary liability reduction strategies and tactics.
Meeting Format - March 12, 2025
3:00 pm Registration & Social
3:30 Presentation
4:30 Fireside Chat with Q & A
6:00 Reception - Beverages & hors d'oeuvres
Registration Fees
$35 - Members
$50 - Nonmembers/guests
Location: Pacific Portfolio Consulting; 450 Alaskan Way S. **
April 24, 2025
WP&BC Seattle Annual Spring Seminar
Save the date - Registration to open soon!
The presenters are set, and soon we will have all details for you.
We are pleased to announce this event will be held at the beautiful Perkins Coie Conference Center, 1201 Third Avenue, Ste. 4900, in Seattle. Registration opens at 10 am. Our first session will be a Washington Update. Luncheon keynote speaker will address Ethics in Retirement Plans. In the afternoon we will offer breakout sessions on Cybersecurity; Prescription Benefits; Mental Health Parity and Addition Equity Act; Common Plan Mistakes & Their Correction and will again this year close with a Plan Sponsor Roundtable.
Plan to stay for the hosted cocktail reception from 4-6 pm.
Sponsorship opportunities are available. For more information write to info@wpbcseattle.org. The packet will be shared with you. OR call the WP&BC office - 206.653.7259.
Thank you for your patience as we get our new website set up. Online registration will be available soon. Anxious to get registered? Contact info@wpbcseattle.org, or call 206.653.7259