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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 $150 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, 2009 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 

 

Upcoming

Programs

 

March 23, 2010
Spring S
ummit

 

April 27, 2010

Webinar

ERISA Litigation Update, with R. Bradford Huss

 

_____________


Past Meeting Handouts available
 

Feb 9, 2010
Webinar

Mergers & Acquisitions with Ilene H. Ferenczy

 

Jan 12, 2010
Meeting

What will Higher Taxes Mean for Plan Sponsors?

 

Nov 12, 2009

Phyllis Borzi, Assistant Secretary of Labor for the Employee Benefits Security Administration, Speaks About DOL Priorities
(Audio of Conference Call)
 

Oct 13, 2009

Employee Benefits During Difficult Economic Times – a discussion with plan sponsors and consultants
 

Sept 17, 2009
Qualified Domestic Relations Orders - Plan Administration Before and After the QDRO

Feb 10, 2009
Disclosure Obligations Post 408(b)(2)

 

January 22, 2009
Webinar

Employee Benefits Through an Estate Planner's Eyes

 

Oct 29, 2008 Webinar
Same Sex Benefits - Domestic Partnerships

 


2008 Spring Summit
April 30, 2008
 

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


Past Webinar Downloads:
Webinar
Phyllis Borzi, Assistant Secretary of Labor for the Employee Benefits Security Administration, Speaks About DOL Priorities
Download Audio of Presentation

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Western Pension & Benefits Conference - L.A. Chapter Copyright 2005
Last Modified : 03/09/10 09:09 PM