The Los Angeles Benefits Conference is co-sponsored by the Internal Revenue Service, ASPPA, NIPA and WP&BC. This conference offers a high level of education, knowledgeable speakers and the latest information on pension issues. It’s the perfect opportunity to meet and discuss employee benefits issues with colleagues and top IRS and DOL government agency representatives.
Jon Chambers is a featured speaker at the 2005 Conference. His topic is 401(k) Investments. Download his presentation here
Among the issues and questions we intend to address:
* Confronting the “Threshold Limit” in the value of your Portfolio: As credit markets seized up and
stock markets incurred steep losses you may have made an ad hoc decision to change the
structure of your portfolio. This decision may have been driven by a decline in portfolio value to
your threshold limit – i.e., the level at which you are unwilling to incur further losses. Are there
wealth management strategies that anticipate this decision, or even set it in motion at a
predetermined level?
* Evaluating the impact of the Financial Crisis on your personal circumstances: The recent declines
in the stock market have likely changed your position relative to your primary objectives, such as
providing for a comfortable retirement. What tools are available to reevaluate your position,
compare portfolio options, and reliably project the odds that you will succeed in the future?
* Coming to grips with a change in your tolerance for risk: Risk has taken on a new meaning for
many investors, for obvious reasons. How can you reassess your risk tolerance, and then use this
information to adjust the structure of your portfolio? Should you consider shifting to an
alternative wealth management strategy?
Among the issues and questions we intend to address:
* Confronting the “Threshold Limit” in the value of your Portfolio: As credit markets seized up and
stock markets incurred steep losses you may have made an ad hoc decision to change the
structure of your portfolio. This decision may have been driven by a decline in portfolio value to
your threshold limit – i.e., the level at which you are unwilling to incur further losses. Are there
wealth management strategies that anticipate this decision, or even set it in motion at a
predetermined level?
* Evaluating the impact of the Financial Crisis on your personal circumstances: The recent declines
in the stock market have likely changed your position relative to your primary objectives, such as
providing for a comfortable retirement. What tools are available to reevaluate your position,
compare portfolio options, and reliably project the odds that you will succeed in the future?
* Coming to grips with a change in your tolerance for risk: Risk has taken on a new meaning for
many investors, for obvious reasons. How can you reassess your risk tolerance, and then use this
information to adjust the structure of your portfolio? Should you consider shifting to an
alternative wealth management strategy?
The ASPPA 401(k) SUMMIT provides a unique, interactive environment for retirement sales and investment professionals. Learn from the pros and tap into a mountain of opportunity. Prominent keynote speakers will focus on industry trends and economic factors affecting the ever-changing 401(k) marketplace. Gather practical advice from the best in the business. Pursue your special interests during workshops, featuring topics covering a variety of disciplines.
The Western Benefits Conference is a joint conference, combining the ASPPA Summer and Western Pension & Benefits Conference Annual Meetings to provide two great conferences in one! This conference has been designed with all retirement, health, welfare and benefits professionals in mind. The Western Benefits Conference offers an opportunity ideal for dialogue with nationally renowned speakers (including our own Jon Chambers) and both national and local government representatives.
The Western Pension & Benefits Conference 2005 Annual Meeting will be held as a joint conference with the summer conference of the American Society of Pension Professionals & Actuaries (ASPPA formerly known as ASPA). All administration and registration for the conference will be managed through the ASPPA.
ASPA and WP&BC have joined forces to present two great meetings in one! More education, more exhibits and more networking opportunities. You won’t want to miss this one!
This year poses significant changes and enhancements to Defined Contribution plan management. The P&I DC 401(k) West Coast Conference is the one stop shop for plan sponsors and trustees to keep your plan current and compliant while having the chance to network with industry peers, the top providers and consultants.
Does your company 401(k) plan have an employer stock fund? Are you thinking about adding an employer stock fund? Wondering how other sponsors have managed to take the employer stock fund out of the 401(k) plan? Want to learn more about recent employer stock lawsuits? Join us as we discuss the often controversial topic of employer stock in 401(k) plans. The discussion will include:
Jon Chambers is serving on the steering committee for WP&BC and ASPPA’s annual Western Benefits Conference. Mr. Chambers will also be a featured speaker at the event.
ASPPA and WP&BC have joined forces to present two great meetings in one! More education, more exhibits and more networking opportunities. You won’t want to miss this one!
Bellagio, 3600 Las Vegas Boulevard South, Las Vegas , NV 89109
Jon Chambers is a co-chair on the program committee of the Western Benefits Conference. The Western Benefits Conference is a joint conference, combining the ASPPA Summer and Western Pension & Benefits Conference Annual Meetings to provide two great conferences in one! This conference has been designed with all retirement, health, welfare and benefits professionals in mind. The Western Benefits Conference offers an opportunity ideal for dialogue with nationally renowned speakers and both national and local government representatives. Private sector experts and government officials will share their knowledge and skills, as well as solicit your input on a variety of issues. Come join over 900 of your colleagues for more exhibits and more networking opportunities. You won’t want to miss this one!
Jon Chambers is co-chair to this year’s conference programs.
The Western Benefits Conference is a joint conference, combining the ASPPA Summer and Western Pension & Benefits Conference Annual Meetings to provide two great conferences in one! This conference has been designed with all retirement, health, welfare and benefits professionals in mind. The Western Benefits Conference offers an opportunity ideal for dialogue with nationally renowned speakers and both national and local government representatives. Private sector experts and government officials will share their knowledge and skills, as well as solicit your input on a variety of issues. Come join over 900 of your colleagues for more exhibits and more networking opportunities. You won’t want to miss this one!
Jon Chambers is a moderator and speaker and sits on the program committee to this year’s ASPPA SUMMIT conference
The ASPPA 401(k) SUMMIT provides a unique, interactive environment for retirement sales and investment professionals. Learn from the pros and tap into a mountain of opportunity. Prominent keynote speakers, including Peter Richuitti, will focus on industry trends and economic factors affecting the ever-changing 401(k) marketplace. Gather practical advice from the best in the business. Pursue your special interests during workshops, featuring topics covering a variety of disciplines.
Jon Chambers is serving on the agenda committee for ASPPA’s 401(k) SUMMIT. Mr. Chambers will also be a featured speaker at the event.
The 401(k) SUMMIT provides a unique, interactive environment for retirement sales and investment professionals. Learn from the pros and tap into a mountain of opportunity. Prominent keynote speakers will focus on industry trends and economic factors affecting the ever-changing 401(k) marketplace. Gather practical advice from the best in the business. Pursue your special interests during workshops, featuring topics covering a variety of disciplines. Also, visit over 100 industry exhibitors who will be there to share the products and technology in the industry.