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Western Pension & Benefits Conference
Los Angeles Chapter

L.A. Chapter's goal is to provide meaningful educational
sessions that offer context, content and analysis as well
as networking opportunities. 

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            WESTERN PENSION & BENEFITS CONFERENCE

 

PLEASE PRINT THIS FORM, COMPLETE ALL SECTIONS, ATTACH CHECK MADE PAYABLE TO WESTERN PENSION & BENEFITS CONFERENCE FOR $135 AND MAIL BOTH TO:

 

Membership Chair

Western Pension & Benefits Conference

P.O. Box 11376

Burbank, CA  91510

818.846.1129 phone  818.843.7423 fax

www.westernpension.org    email:  WPBC@emaoffice.com
Click here for a printable PDF version

 

The purpose of the Conference is to exchange information, advance knowledge and education, and foster sound principles, procedures and practices in the field of pension and other employee benefit plans.

 

The Conference shall take no position by resolution or otherwise, on any question.  Neither the Conference nor any of its Committees nor representatives acting on behalf of the Conference shall recommend or sponsor any concerted action, program or agreement which will in any way restrict or tend to restrict competition among its members.

 

The Conference exists and shall continue as a group of persons, each of whom is productively, substantially and continuously engaged in work in the field of pension or other employee benefits, who are associated together to advance the purpose of the Conference and thereby increase their ability to effectively serve the interests of their respective clients, employees, employers and the American public.

 

Any individual engaged in the field of pension or other employee benefits may become a member of the Conference upon approval by the Los Angeles Chapter Steering Committee.

 

MEMBERSHIP APPLICATION

 

I hereby apply for membership in the Western Pension & Benefits Conference-Los Angeles Chapter.  A check in the amount of $150, representing dues for the period now - June 30, 2008 is enclosed.  (Dues are $150 per Conference year, regardless of the date of application.)

 

In support of such application, I submit the following information: 

 

First Name   Last Name

Employer

Title

Years of Industry Experience  

Mailing Address

City   State   Zip

Business Telephone   Fax Number

E-Mail Address

 

PREVIOUS WORK IN THE EMPLOYEE BENEFITS FIELD (Optional):

                                                                                           Principal Duties 

  1.  Employer        

  2.  Employer        

1.                   

Would your organization be interested in providing a speaker at one of the Conference programs? Yes  No

 

Would your organization be interested in sponsoring a Conference event?  Yes  No

 

What topics are you interested in?

1

 

2

  

CONTINUING EDUCATION CREDIT

 

The Conference has applied for continuing education credit for the following organizations:  

 

California Minimum Continuing Legal Education Credit (MCLE)

Department of Insurance Licensing Bureau

Joint Board for the Enrollment of Actuaries (Enrolled Actuaries)

National Association of State Board of Accountants (NASBA)

National Institute of Plan Administrators (NIPA)

 

If you are a member of another organization that requires continuing education credit please provide us with the organization’s name.

 

  1

 

  2

 

Other professional organizations which you belong to:

  1

  2

 

 

MEMBERSHIP DATA                 Please put a check mark in appropriate box.

 

          Occupation/Profession                                Employment Category                

 

Accountant                Manager                            Accounting Firm         Law Firm

 

  Actuary                     Marketing Rep.                   Consulting Firm          Employer/Plan Sponsor

 

  Administrator            Plan Sponsor                     Health Care                 Stock Broker                        

 

  Benefits Rep.            Stock Broker                       Insurance Broker        Taft Hartley Trust

 

  Consultant                Third Party Administrator  Insurance Company   Third Party

 

  Insurance Broker      Trust Company/Bank          Administrator

 

Investment Advisor     Trust Officer                       Investment Advisor      Other

 

  Legal Counsel            Other             

 

 

Please indicate below your interest in the following committees:      Please put a check mark in appropriate box.

 

  Program                   Publicity                     Significant Issues        Annual Meeting

 

  Membership              Spring Summit           Accreditation             Newsletter

 

 

 

I understand that members of the Western Pension & Benefits Conference are expected to actively participate in its educational activities, and in that connection I intend to attend at least one meeting each year (either a Chapter meeting or the Annual Conference Meeting).

 

The facts listed on this application are true to the best of my knowledge and belief.  I have read the requirements printed hereon and certify that I am, in my opinion, eligible to become a member under such requirements.

 

 

I Agree          I Disagree            Date

 

Referred by :

I would like to pay by credit Card   Amex MasterCard Visa
Credit Card Number:  Exp Date Month: Year: 
VCode  Billing St. No.  Billing Zip Code 

 

Program Meetings

Dec 9, 2008 Mtg Downtown L.A.
Enhancing 401K Benefits through Plan Design

 

Jan 13, 2009 Mtg Woodland Hills
DOL Participant Disclosure Regs

 

January 29, 2008 Webinar
"Is That Your Final Answer?" Estate Planning for Benefits

 

Feb 10, 2009 Webinar
Executive Compensation "Do you Want to Be a Millionaire?"

 

Mar 10, 2009 Webinar
Disclosure Fatigue

 

Apr 30, 2009 Spring Summit

 

Handouts available

Oct 29, 2008 Webinar
Same Sex Benefits - Domestic Partnerships


2008 Spring Summit
April 30, 2008
Pickwick Gardens Conference Center, Burbank, CA

We are currently planning our webinars for the upcoming year.  Stay tuned for specific dates and topics


Past Webinar Downloads:
Webinar
Download Powerpoint Presentation

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Western Pension & Benefits Conference - L.A. Chapter Copyright 2005
Last Modified : 11/03/08 03:45 PM