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In-Person:
Retirement Plan Boot Camp Employee Benefits 101 May 13, 2026 |
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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. Plan Design and Testing
Agenda
Light breakfast and lunch will be provided. Speakers: |
DATE: Wednesday, May 13, 2026 TIME: 8:00 - 12:30 pm PT LOCATION: Fidelity Investments 100 California Street San Francisco, CA 94111 COST: $50 - Northern California ISCEBS Chapter and WP&BC Members $75 - Non-Members/Guests $25 - College Students REGISTRATION: Please Register By May 7, 2026 CONTINUING EDUCATION:
This session qualifies for five and a half (5.5) CEBS Compliance credits.
Visit www.cebs.org/compliance for more information. |
Kathy M. Cannon
Vice President (QKA, QPA, ERPA) Benefit Resources, Inc., Third Party Administrators With more than 30 years in the retirement industry, Kathy leads quality controls, client consulting, and internal education at Benefit Resources. She is known for her ability to simplify complex compliance issues and guide plan sponsors with clarity. Kathy also mentors staff, ensuring Benefit Resources’ reputation for excellence continues into the future. |
Nancy Miranda, CFP
Vice President, Regional Account Executive, Fidelity Investments Nancy is a Regional Account Executive with Fidelity. She has spent her entire career in Financial Services with the last 20 years focused on Corporate and Non-Profit Retirement Plans. She brings broad knowledge of the marketplace and passion for improving plan outcomes to every interaction. Nancy earned the CFP® designation with a Financial Planning Certificate through the University of California, Berkeley in 2021. She is active with the Western Pension and Benefits Council and WE Inspire. Promote. Network. (WiPN). |
Crystal Coleman, CPA, CEBS
Principal, Employee Benefit Plans, CliftonLarsonAllen LLP Crystal is a principal at CLA with 20+ years of professional experience and focuses her time exclusively on audits of ERISA plans. Crystal is a leader within CLA 's national ERISA practice and is a frequent presenter at regional and national conferences. Crystal has experience along the full array of employee benefit plans, including defined contribution plans, defined benefit plans, ESOPs and health & welfare plans. Crystal earned her Certified Employee Benefit Specialist (CEBS) Designation from the International Foundation of Employee Benefits Plans and the Wharton School of the University of Pennsylvania and continues to stay current on a variety of topics impacting the employee benefit plan industry |
Rick Ferguson, CEBS
Senior Retirement Plan Consultant, OneDigital Financial Services Rick is a recognized industry expert has been advising plan sponsors for over 25 years with extensive knowledge and experience with many different firms in investments, compliance, plan design, operations, employee wellness and other aspects of retirement plans. 
Marc Fosse
Partner Seyfarth Shaw LLP Marc leverages nearly three decades of experience to help his clients resolve their complex legal challenges relating to a wide range of compensation, benefits, and payroll matters. Marc works with publicly traded, private, nonprofit, and government clients in the design, implementation, and operation of domestic and international compensation and benefits arrangements. Marc regularly assists clients in drafting and negotiating executive employment, retention, change in control, and severance agreements. He advises clients on handling employee benefit matters in corporate mergers, acquisitions, divestitures, initial public offerings, and other corporate transactions. Because of his depth of experience in compensation and benefits matters, he is frequently retained to assist organizations in finding practical solutions or corrections for high-value potential failures to comply with tax rules relating to compensation and benefit plans. |