Join us for our annual retirement and health spring seminar on May 20. Our speakers include:
Michael P. Kreps- Groom Law Group
This session will focus on recent developments for plan fiduciaries. In particular it will cover the Department of Labor’s fiduciary rule, plan governance and fee litigation.
Pattie Stahm – Benefits Consultant
Compliance Testing: View from 30,000 Feet
So you’re not a third-party administrator but you’d like a little better understanding of the annual compliance tests that are performed on defined contribution plans. Do you want to crunch the numbers? Heck no! But you’d like to speak knowledgeably about it with your clients, service providers or advisors. This session will provide an overview of each of the tests that might be required and give you a general understanding of the complex world of compliance testing.
Brian Shiozawa – Utah State Senate, District 8
The Medicare Expansion debate and other medically related issues during our most recent legislative session
Fees: $100 for members, $150 for non-members (members can bring guests for the member rate).
Continental breakfast and Lunch to be served
Please feel free to reach out to WPBC with any questions.
Direct Questions To:
Address:155 N 400 WSTE 400Salt Lake City, UT 84103