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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. 

Steering Committee

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2010 Sponsorship Opportunities are now available.  Click here for more information
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Summer Conley - President

E-mail: president@wpbcla.org

 

Ron Cooke - President-Elect

Nossaman LLP

445 S. Figueroa St. 31st Fl., Los Angeles, CA 90071

213.612.7885      Fax: 213.612.7801

E-mail: rcooke@nossaman.com

  

Mary Kotzman - Treasurer

L/B/W Insurance & Financial Services, Inc.

28055 Smyth Dr, Valencia, CA 91355

661.702.6050     Fax: 661.702.7450

E-mail: maryk@lbwinsurance.com

 

Cheryl Courtney - Secretary

TransAmerica Retirement Services

1150 S. Olive St., Los Angeles, CA 90015

800.682.8746     Fax: 213.763.9729

E-mail:  cheryl.courtney@transamerica.com

 

Marty Heming - Member at Large, Spring Seminar Chair

Reish & Reicher

11755 Wilshire Blvd., 10th Fl., Pasadena, CA 90025-1539

310.478.5656     Fax: 310.478.5831

E-mail:  martyheming@reish.com

 

Bruce Baldwin -  Member at Large - Special Projects

KPMG

355 So. Grand Ave. Ste. 2000, Los Angeles, CA 90071

213.593.6604     Fax: 213.652.1833

E-mail: Bbaldwin@kpmg.com

 

Ellen Yeany - Member at Large - Sponsorships

2454 E. Mountain Street, Pasadena, CA 91104

626.798.7974

E-mail: elyeany@earthlink.net

 

Mike Anderson - Immediate Past President

Finestone Partners/Raymond James

9100 Wilshire Blvd.  Ste. 720E, Beverly Hills, CA 90212

310.432-7018     Fax: 310.432.7029

E-mail:  manderson@finestonepartners.com

 

Bruce Ashton, Esq. - Immediate Past President

Reish & Reicher

10880 Wilshire Blvd., Ste. 2210, Los Angeles, CA 90024

310.475.7540     Fax: 310.470.4806

E-mail: jmpelphrey@pensionlawyers.com

 

Jeremy Pelphry - Member at Large - Programsr
Brucker & Morra, APC

23679 Calabasas Rd., Suite 432, Calabasas, CA 91302

E-mail:  barbara@bobermaninsurance.com

 

Kevin Spaeth- Membership Chair

National Retirement Services, Inc.

58932 Bolsa Ave., Ste. 100, Huntington Beach, CA 92649

714.622.3244     Fax: 714.623.3243

E-mail:  kevin.spaeth@nrservices.com

 

Janine Nichols, CAE - Executive Director

Western Pension & Benefits Conference - Los Angeles Chapter

210 N. Glenoaks Blvd. Ste C, Burbank, CA  91502

818.846.1129     Fax: 818.843.7423

E-mail:   JNichols@emaoffice.com

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