Upcoming Events

 

Upcoming events

    • Friday, October 22, 2021
    • 12:00 PM - 1:30 PM
    • Durham Jones & Pinegar, P.C. 111 S. Main Street, Suite 2400 Salt Lake City, UT 84111
    Register

    Please join us for our October Luncheon!

    You did WHAT? Fixing Plan Problems

    Qualified plans are subject to literally dozens of complex rules.  Making a single mistake can threaten a plan’s qualified status and trigger penalties or personal liabilities for the plan fiduciaries.  What can you do when you discover a problem?  Fortunately, there are tools available to fix most problems.  Join us for a discussion of the programs available to pull a plan out of the ditch and get it back on the road. 

    About Our Presenter:

    Presented by John Walch, Durham Jones & Pinegar, P.C.

    John Walch focuses on all aspects of qualified and non-qualified benefit plans, including equity-based incentive and compensation plans, nonqualified deferred compensation plans, qualified profit sharing plans, 401(k) plans, ESOPs, pension and welfare benefit plans.

    For over 30 years, John has designed, drafted and obtained IRS approval of hundreds of qualified retirement plans.  For plans facing disqualification or violations of ERISA, he has obtained compliance statements from the IRS's Voluntary Compliance Program and the Dept. of Labor’s Voluntary Fiduciary Compliance program.  He also advises plan fiduciaries on operational issues involving QDROs, plan investment policies and fiduciary liability issues.

    John also has extensive experience obtaining individual prohibited transaction exemptions from the U.S. Department of Labor, defending IRS audits or DOL investigations of benefit plans and litigating ERISA cases.

    Additionally, John works with employers to design deferred compensation, stock option, stock appreciation right, phantom stock and other incentive plans.  He advises businesses on issues related to parachute payments, COBRA, HIPAA and other benefit plan issues.

    When he is not helping plan sponsors and administrators efficiently run their benefit plans, John likes to hike Utah’s mountains, read spy thrillers, and yell at his television while watching college football games.

    October Meeting: You did WHAT? Fixing Plan Problems

    Date: Friday, October 22, 2021.

    Time: 12:00pm MST

    Durham Jones & Pinegar, P.C.
    111 S. Main Street, Suite 2400
    Salt Lake City, UT 84111

    (Note: Please bring photo ID and check in at the security desk. We will work to pre-clear registered attendees with security before the event to keep this a short inconvenience. Please find a map for parking options and access here: guest map.pdf.)

    We will maintain remote attendance options for those who would prefer to attend remotely:


    *Phone number and Conference ID provided after registration. 

    Members are free. Non-members are welcome, and the $40.00 fee can be paid online with a credit card or at the door by check or cash. Please RSVP by 4:00 p.m. on October 20, 2021, to ensure we have space available for you.

    If you require any assistance or would like to notify us of your dietary restrictions, 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, September 17, 2021 September Meeting: Plan Administration Failure War Stories
Friday, May 21, 2021 SLC Chapter Spring Seminar 2021
Friday, March 19, 2021 March Meeting: 2021 Legal Update
Friday, February 19, 2021 February Meeting: Four Ways to Protect Your Company and Your Employees in 2021
Friday, January 22, 2021 January Meeting: Plan Mergers and Acquisitions
Friday, November 20, 2020 November Meeting: MEPs, PEPs and PPPs
Friday, October 16, 2020 October Meeting: Care to Be Aware; Suicide Awareness
Friday, September 18, 2020 September Meeting: Data Security and Fraud Prevention
Friday, March 20, 2020 March Meeting: Data Security and Fraud Prevention
Friday, February 21, 2020 February Meeting: The SECURE Act: How It Is Changing Retirement
Friday, January 17, 2020 January Meeting: Confessions of a Former DOL Investigator
Friday, November 15, 2019 November Meeting: Annual Ethics Meeting
Friday, October 18, 2019 October Meeting: Employee Benefit Plan Audits
Friday, September 20, 2019 September Meeting: Cutting Retirement Plan Costs
Friday, May 17, 2019 SLC Chapter Spring Seminar
Friday, March 22, 2019 March Meeting: Legislative Update
Friday, February 15, 2019 February Meeting: Medicare
Wednesday, March 06, 2019 (copy) 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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