Northern California Chapter In-Person Education Event
Wednesday, May 13 - Wednesday, May 13, 2026
Chapter Event
Retirement Plan Boot CampEmployee Benefits 101May 13, 2026
8:00 am PST
Join the Northern California Chapter for an In-Person Education Event, "Retirement Plan Boot Camp - Employee Benefits 101."
This course is designed for participants new to employee benefits, human resource generalists looking to develop more in depth knowledge in retirement plan benefits, and college students interested in the HR/employee benefits field.
Retirement Plan Bootcamp is a half-day event featuring lecture style learning. Participants will learn about why employers offer retirement plans, plan design, plan operation, annual compliance and reporting, plan investments and participant education, and best practices.
Our presenters will discuss:
- Retirement Plan Design & Operation
- Compliance & Reporting
- Plan Investments & Participant Education
- Plan Sponsor Best Practices
- ERISA Update
Schedule:
8:00 am - 8:30 am - Check-In, Networking & Breakfast
8:30 am - 9:00 am - Welcome, Opening Remarks & Introduction to CEBS Certification
9:00 am - 1:30 pm - Program Presentation
Light breakfast and lunch will be provided.
Location:
Fidelity Investments
100 California Street
San Francisco, CA 94111
Speakers
To be announced soon.
Pricing
$50 - Northern California ISCEBS Chapter and WP&BC Members
Member
$75 - Non-Members/Guests
Nonmember
$25 - College Students
Member