Upcoming Events


Upcoming events

    • Friday, September 20, 2019
    • 12:00 PM - 1:30 PM
    • Kirton & McConkie, Key Bank Tower, 36 South State Street, 19th Floor, Salt Lake City, UT

    Please join us for our September Luncheon!

    Topics will include current approaches to cutting retirement plan costs: handling retirement plan missing participant, plan force-outs, un-cashed checks, stale dated checks, default IRAs, plan terminations, and more!

    About Our Presenter:

    Presented by Nancy Ramirez – Senior Account Manager at Millennium Trust

    With years of experience in the financial industry, I’m able to provide clients with cost-saving insights that eliminates some of the stress and confusion.  As an Account Manager, I serve as a reliable advisor to Retirement Plan Service Providers, plan sponsors, TPAs, and advisors at corporations, government entities, hospitals, universities and small businesses by:

    • Cutting retirement plan costs and administrative burdens with our cost-effective automatic rollover IRA solutions.
    •  Helping identify missing or non-responsive plan participants to reunite them with their retirement funds.

    I’m proud to work for a company that is a trusted partner to 1.2 million individual clients.  We also work with major financial players like Fidelity, John Hancock, Empower, Wells Fargo, and Mass Mutual.  Millennium Trust’s recognition in Crain’s Fast 50 and the Inc. 5000 reaffirms our position in the financial industry.

    September Meeting: Cutting Retirement Plan Costs

    Date: Friday, September 20th

    Kirton & McConkie
    36 South State Street, 19th Floor
    Key Bank Tower
    Salt Lake City, UT

    (note: this is NOT the building with the Kirton McConkie name on the outside)

    Members are free. Non-members are welcome, and the $25.00 fee can be paid online with a credit card or at the door by check or cash. Please RSVP by 5:00 p.m. on September 18, to ensure we have space available for you.

    If you require any assistance, please do not hesitate to contact us at info@wpbcsaltlake.org. If you know someone who may be interested in attending our meetings, please feel free to forward this email.

    Western Pension & Benefits Council, Salt Lake Chapter
    P.O. Box 11641, Salt Lake City, UT 84147

Past events

Friday, May 17, 2019 SLC Chapter Spring Seminar
Friday, March 22, 2019 March Meeting: Legislative Update
Wednesday, March 06, 2019 (copy) February Meeting: Medicare
Friday, February 15, 2019 February Meeting: Medicare
Friday, January 18, 2019 January Meeting: Consumerism and Healthcare
Friday, November 16, 2018 November Meeting: ESOPs
Friday, October 19, 2018 October Meeting: Annual Ethics Training
Friday, September 21, 2018 September Meeting: The Role of Financial Planning in Educating Plan Participants
Friday, May 18, 2018 Western Pension and Benefits Council Salt Lake City Chapter Spring Seminar
Friday, March 16, 2018 March Meeting: Dealing with IRS Exams and DOL Investigations
Friday, February 16, 2018 February Meeting: HSA
Friday, January 19, 2018 Psychology of Investing
Friday, October 20, 2017 The Modern Workplace: Attracting and Retaining Top Talent
Friday, September 15, 2017 Practical Considerations for Negotiating Service Agreements
Friday, May 19, 2017 Western Pension and Benefits Council Salt Lake City Chapter Spring Seminar
Friday, March 17, 2017 DOL Fiduciary Changes & Industry Trends
Friday, February 17, 2017 Plan Governance: Fiduciary Fundamentals
Friday, January 20, 2017 Will a Change in Presidents Mean Changes for Employee Benefits?
Friday, November 18, 2016 Dancing with the Audit Stars (DOL and IRS)
Friday, October 21, 2016 Ethics (and other Liabilities)
Friday, September 16, 2016 What You Missed During Your Summer Vacation
Friday, May 20, 2016 Western Pension and Benefits Council Salt Lake City Chapter Spring Seminar
Friday, March 18, 2016 March Lunch Meeting: The Challenge of Missing Participants and un-cash Participant Distribution Checks in a Retirement Plan
Friday, February 26, 2016 February Lunch Meeting: Marketing in today’s world: Using social media to grow your business profitably
Friday, January 15, 2016 January Lunch Meeting: Industry Updates
Friday, November 20, 2015 November Lunch Meeting: Ethics: Great Thing or Greatest Thing?
Friday, October 16, 2015 October Lunch Meeting: Affiliated Service Groups, Control Groups and Other Messes
Friday, September 18, 2015 September Lunch Meeting: Medicare 101
Friday, May 15, 2015 2015 Spring Seminar
Friday, March 20, 2015 Lunch Meeting: Plan Terminations – What You Need to Know Before You Terminate That Plan
Friday, February 20, 2015 Lunch Meeting: Social Security and Medicare
Friday, January 16, 2015 Lunch Meeting: My Body My Business
Friday, November 21, 2014 Lunch Meeting: Retirement Plan Audits – Why Employers Don’t Want to “Stand Out in the Crowd"
Friday, October 17, 2014 Lunch Meeting: Retirement 2.0 - The Debate
Friday, September 19, 2014 Lunch Meeting: Legal Update: You Can’t Do That Anymore
Friday, May 02, 2014 2014 Spring Seminar
Friday, March 21, 2014 Lunch Meeting: State Legislative Update
Friday, February 21, 2014 Lunch Meeting: Ethical Leadership
Friday, January 17, 2014 Lunch Meeting: Succession Planning and Development
Friday, November 15, 2013 Lunch Meeting: Tales From the 403(b) Battlefield
Friday, October 18, 2013 Lunch Meeting: DOMA and Its Impact on Employee Benefit Plans
Friday, September 20, 2013 Lunch Meeting
Friday, May 17, 2013 2013 Spring Seminar
Friday, March 15, 2013 Lunch Meeting
Friday, February 15, 2013 Lunch Meeting
Friday, January 18, 2013 Lunch Meeting
Friday, November 16, 2012 Lunch Meeting
Friday, October 19, 2012 Lunch Meeting
Friday, September 21, 2012 Lunch Meeting

Western Pension & Benefits Council Salt Lake City Chapter

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