Skip to main content
HomeNews List

News / Articles

searchSearch News / Articles

News

Published On 7/15/2026
The 2025–2026 program year brought Bay Area retirement and benefits professionals together for timely education, new perspectives, and opportunities to connect.

WPBCSF programs explored issues ranging from Form 5500 compliance and private investments in retirement plans to legislative and regulatory developments shaping the industry. The chapter also expanded the conversation through collaborative programming, partnering with NASPP San Francisco to examine the intersection of retirement and equity compensation within total rewards.

The year culminated with our Spring Summit on AI, exploring how artificial intelligence is beginning to influence benefits strategy, compliance, participant experience, and the work of benefits professionals.

Beyond the educational sessions, partnerships with DCIIA, NASPP, and WIPN Bay Area helped create new opportunities for members to build relationships across the broader benefits community.
Published On 2/23/2026
Members and guests gathered at Seyfarth’s San Francisco offices for a timely Legislative & Regulatory Update with Robert Holcomb. The strong turnout reflected continued interest in fast-moving retirement policy developments.

Robert covered the TRUMP accounts framework, current IRS guidance, and potential SECURE 3.0 proposals, including enhanced auto-enrollment, lowering the participation age to 18, and permitting CITs in 403(b) plans. He also addressed executive branch activity, 401(k) access to alternatives, DOL audit timelines, and legislation responding to Cornell v. Cunningham.

An engaged Q&A underscored the real-world impact for plan sponsors and advisors.
The 2025 Western Benefits Conference brought retirement industry leaders together August 27–28 in Newport Beach, CA, with the theme “Staying Current on the Coast: Preparing for What’s Next.” Hosted by the Western Pension & Benefits Council for the third consecutive year, the conference featured ten sessions spanning regulatory updates, ERISA litigation, plan sponsor insights, digital risk, and the evolving role of AI. A keynote from Fred Reish and panels with former government officials and industry leaders provided a forward look at challenges and opportunities. Key takeaways included the impact of increased longevity on financial wellness and lifetime income, and the promise and hurdles of AI-driven personalization. Attendees—ranging from attorneys and actuaries to advisors and plan sponsors—benefited from both high-level content and valuable networking. Planning is already underway for the 2026 conference, with details to be announced soon.

Announcements

Published On 8/1/2025
The new President of the Western Pension & Benefits Council – San Francisco Chapter (2025–2026) expresses gratitude for the role and highlights the value of community connections within WP&BC. The chapter is committed to providing dynamic programming, expanding engagement with early-career professionals, fostering mentorship, and strengthening partnerships with peer organizations. Members are encouraged to get involved by attending events, joining committees, sharing expertise, mentoring, and inviting colleagues—working together to build an inclusive, forward-looking benefits community.

Insert a link here

Insert a link here

Insert a link here

Insert a link here

Insert a link here

Insert a link here

Insert a link here

Insert a link here