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WELCOME TO THE WP&BC SEATTLE CHAPTER

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Spring Seminar - April 24, 2025

The Western Pension & Benefits Council, Seattle Chapter sponsors educational programs and events throughout the year addressing the latest trends and legal requirements affecting retirement and benefits professionals.

This Annual Spring Seminar provides an excellent opportunity to learn from preeminent speakers on important employee, retirement and benefit topics and provides a significant educational opportunity with local and national experts.  

This year's event will be held at Perkins Coie Conference Center   

Thank you to our 2025 Sponsors


REGISTRATION FEES - See discount codes to use for registering.  

$0 - Plan Sponsor attend for No Fee 

$275 - Members - WP&BC Seattle 

$275 - Members - WP&BC Chapters - Affiliate

$325 - Members - Other Associations - Partner

$375 - Non members & guests (includes membership to 12/31/2025)

Early Registration deadline April 12, 2025.

Be sure to use the special discount code if you are not a Seattle Chapter member.  

  • Plan Sponsors attend for no fee - CODE: Plan Sponsor
  • WP&BC Chapters - CODE: Affiliate
  • Professional Association Members - CODE: Partner

REGISTER NOW

APRIL 24, 2025 SCHEDULE:

10:00 AM Registration & Social

10:10 -10:15 - Welcome and Introduction

10:15 - 11:30 - Opening Session

Washington Update

Tina Ansett, JP Morgan

11:30 - 1:00 - Lunch and session

Ethics in Retirement Plans

Brian Furgula, Senior Director, Retirement Services Strategy

PenChecks

1:00-1:50 - Education Session Breakouts (choose session onsight)

Cybersecurity

Dave Donaldson, ERISA Smart &

Jason Priebe, Seyfarth Shaw LLP


Prescription Benefits

Gina Matter, McAteer

1:50-2:05 - Break 


2:05 - 2:55 - Education Session Breakouts (choose session onsight)

Common Retirement Plan Mistakes & Their Correction 

Theresa Coluccio, Director, Moss Adams; Cris Sinan, Of Counsel;

Stephanie Neault, Audit Supervisor, Pension Assurance 


Mental Health Parity and Addiction Equity Act

Sherrie Boutwell & Katrina Veldkamp, Partners 

Boutwell Fay LLP and Jessica Rothe, HMA

2:55 - 3:15 - Break

3:15 - 4:05 - Closing Session 

Plan Sponsor Roundtable

4:05 - 6:00 - Cocktail Reception and Hors d’oeuvres 

FEES*: 

$0 -  Plan Sponsors attend for no fee - Plan Sponsor

$275 - Members - WP&BC Seattle 

$275 - Members - WP&BC Chapters - Affiliate

$325 - Members - Other Associations - Partner

$375 - Non members & guests (includes membership to 12/31/2025)


Registration deadline April 18, 2025.

*This year we are pleased to extend special discount rates. Use CODE:

        • HR & Benefits Professionals - Special Non-Fee rate - CODE: Plan Sponsor
        • WP&BC Chapters - CODE: Affiliate
        • Professional Association Members - CODE: Partner
Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

WP&BC Seattle
info@wpbcseattle.org
(206) 653-7259 - Phone

Address:

WP&BC - Seattle Chapter
1402 Lake Tapps Pkwy SE, Ste. F104-133
Auburn, WA 98092

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