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Friday, February 16, 2024
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February Meeting: Diversity, Equity, and Inclusion – it’s an Inside Job!
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Friday, October 20, 2023
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October Meeting: Understanding Employee Benefit Developments & Regulatory Guidance
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Friday, September 15, 2023
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September Meeting: Networking at Top Golf
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Friday, May 19, 2023
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SLC Chapter Spring Seminar 2023
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Friday, March 17, 2023
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March Meeting: Understanding HSAs and How to Assist Clients with Strategies
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Friday, February 17, 2023
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February Meeting: Building Trust in a Remote Culture
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Friday, January 20, 2023
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January Meeting: Secure Act 2.0
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Friday, November 18, 2022
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November Meeting: Student Loan Forgiveness
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Friday, October 28, 2022
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October Meeting: Networking at Top Golf
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Friday, September 16, 2022
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September Meeting: ESG and Cryptocurrency in Retirement Plans
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Friday, May 20, 2022
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SLC Chapter Spring Seminar 2022
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Friday, March 18, 2022
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March Meeting: FBI Cyber Security Best Practices
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Friday, January 21, 2022
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January Meeting: Employee Benefit Plan Audits
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Friday, November 19, 2021
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November Meeting: Case Studies in Ethics
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Friday, October 22, 2021
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October Meeting: You did WHAT? Fixing Plan Problems
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Friday, September 17, 2021
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September Meeting: Plan Administration Failure War Stories
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Friday, May 21, 2021
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SLC Chapter Spring Seminar 2021
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Friday, March 19, 2021
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March Meeting: 2021 Legal Update
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Friday, February 19, 2021
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February Meeting: Four Ways to Protect Your Company and Your Employees in 2021
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Friday, January 22, 2021
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January Meeting: Plan Mergers and Acquisitions
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Friday, November 20, 2020
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November Meeting: MEPs, PEPs and PPPs
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Friday, October 16, 2020
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October Meeting: Care to Be Aware; Suicide Awareness
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Friday, September 18, 2020
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September Meeting: Data Security and Fraud Prevention
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Friday, March 20, 2020
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March Meeting: Data Security and Fraud Prevention
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Friday, February 21, 2020
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February Meeting: The SECURE Act: How It Is Changing Retirement
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Friday, January 17, 2020
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January Meeting: Confessions of a Former DOL Investigator
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Friday, November 15, 2019
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November Meeting: Annual Ethics Meeting
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Friday, October 18, 2019
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October Meeting: Employee Benefit Plan Audits
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Friday, September 20, 2019
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September Meeting: Cutting Retirement Plan Costs
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Friday, May 17, 2019
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SLC Chapter Spring Seminar
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Friday, March 22, 2019
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March Meeting: Legislative Update
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Friday, February 15, 2019
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February Meeting: Medicare
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Wednesday, March 06, 2019
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(copy) February Meeting: Medicare
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Friday, January 18, 2019
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January Meeting: Consumerism and Healthcare
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Friday, November 16, 2018
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November Meeting: ESOPs
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Friday, October 19, 2018
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October Meeting: Annual Ethics Training
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Friday, September 21, 2018
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September Meeting: The Role of Financial Planning in Educating Plan Participants
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Friday, May 18, 2018
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Western Pension and Benefits Council Salt Lake City Chapter Spring Seminar
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Friday, March 16, 2018
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March Meeting: Dealing with IRS Exams and DOL Investigations
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Friday, February 16, 2018
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February Meeting: HSA
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Friday, January 19, 2018
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Psychology of Investing
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Friday, October 20, 2017
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The Modern Workplace: Attracting and Retaining Top Talent
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Friday, September 15, 2017
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Practical Considerations for Negotiating Service Agreements
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Friday, May 19, 2017
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Western Pension and Benefits Council Salt Lake City Chapter Spring Seminar
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Friday, March 17, 2017
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DOL Fiduciary Changes & Industry Trends
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Friday, February 17, 2017
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Plan Governance: Fiduciary Fundamentals
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Friday, January 20, 2017
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Will a Change in Presidents Mean Changes for Employee Benefits?
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Friday, November 18, 2016
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Dancing with the Audit Stars (DOL and IRS)
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Friday, October 21, 2016
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Ethics (and other Liabilities)
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Friday, September 16, 2016
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What You Missed During Your Summer Vacation
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Friday, May 20, 2016
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Western Pension and Benefits Council Salt Lake City Chapter Spring Seminar
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Friday, March 18, 2016
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March Lunch Meeting: The Challenge of Missing Participants and un-cash Participant Distribution Checks in a Retirement Plan
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Friday, February 26, 2016
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February Lunch Meeting: Marketing in today’s world: Using social media to grow your business profitably
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Friday, January 15, 2016
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January Lunch Meeting: Industry Updates
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Friday, November 20, 2015
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November Lunch Meeting: Ethics: Great Thing or Greatest Thing?
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Friday, October 16, 2015
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October Lunch Meeting: Affiliated Service Groups, Control Groups and Other Messes
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Friday, September 18, 2015
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September Lunch Meeting: Medicare 101
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Friday, May 15, 2015
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2015 Spring Seminar
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Friday, March 20, 2015
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Lunch Meeting: Plan Terminations – What You Need to Know Before You Terminate That Plan
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Friday, February 20, 2015
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Lunch Meeting: Social Security and Medicare
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Friday, January 16, 2015
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Lunch Meeting: My Body My Business
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Friday, November 21, 2014
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Lunch Meeting: Retirement Plan Audits – Why Employers Don’t Want to “Stand Out in the Crowd"
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Friday, October 17, 2014
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Lunch Meeting: Retirement 2.0 - The Debate
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Friday, September 19, 2014
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Lunch Meeting: Legal Update: You Can’t Do That Anymore
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Friday, May 02, 2014
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2014 Spring Seminar
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Friday, March 21, 2014
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Lunch Meeting: State Legislative Update
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Friday, February 21, 2014
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Lunch Meeting: Ethical Leadership
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Friday, January 17, 2014
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Lunch Meeting: Succession Planning and Development
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Friday, November 15, 2013
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Lunch Meeting: Tales From the 403(b) Battlefield
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Friday, October 18, 2013
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Lunch Meeting: DOMA and Its Impact on Employee Benefit Plans
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Friday, September 20, 2013
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Lunch Meeting
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Friday, May 17, 2013
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2013 Spring Seminar
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Friday, March 15, 2013
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Lunch Meeting
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Friday, February 15, 2013
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Lunch Meeting
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Friday, January 18, 2013
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Lunch Meeting
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Friday, November 16, 2012
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Lunch Meeting
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Friday, October 19, 2012
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Lunch Meeting
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Friday, September 21, 2012
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Lunch Meeting
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