Total Rewards in Action: Where Equity Meets Retirement
Retirement and equity compensation are no longer operating in silos — and employees aren’t thinking about them separately either.
Join the San Francisco Chapters of the Western Pension & Benefits Council and
National Association of Stock Plan Professionals (NASPP) for a two-part program
exploring how equity and retirement benefits intersect in today’s total rewards landscape.
Session 1: Total Rewards Convergence
As employers compete for talent, the integration of equity compensation and retirement benefits
is becoming a strategic imperative. This session explores how organizations are aligning these
programs to create cohesive, competitive total rewards strategies — and what it means for plan
sponsors, advisors, and HR leaders.
Session 2: From the Advisor’s Desk to HR’s Inbox
What are employees actually asking about their equity and retirement plans? From diversification
concerns to tax timing questions, real-world inquiries are shaping how plans evolve. This session
dives into the most common and consequential employee questions — and how plan design,
communication, and governance can respond proactively.
After the sessions, stay for a hosted networking happy hour with peers across both organizations.
Why Attend?
- Hear cross-disciplinary insights from industry experts
- Connect with retirement and equity professionals in one room
- Expand your network across both WP&BC SF and NASPP San Francisco communities
- Earn continuing education credit (details forthcoming)