Sip, Savor & Celebrate Harvest (October 01, 2026)

Thu, 01 Oct 2026 22:30:00 GMT

There is still time to register for the

Fall Member Appreciation*

Welcome in October with us!

* NOTE: Guests are welcome - $25 each.

Register online and an invoice will be sent.

PEOs, PEPs and MEPs - Oh My! (October 29, 2026)

Thu, 29 Oct 2026 22:00:00 GMT

Is a Group Retirement Plan Right for Your Organization?

Group retirement plan arrangements are evolving rapidly. From Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs) to retirement plans offered through Professional Employer Organizations (PEOs), employers have more options than ever before.

Join our panel of industry experts for a candid discussion on how these arrangements work, who may benefit from them, and the key fiduciary, administrative, and operational considerations that are often overlooked. We'll discuss current market trends, common challenges, and important considerations for employers evaluating whether to join, remain in, or exit a group plan arrangement.

Whether you're a plan sponsor, advisor, attorney, administrator, or other retirement industry professional, you'll leave with a better understanding of the opportunities and complexities surrounding today's group retirement plan marketplace.

Our panelists are: Jon Chambers, Sam Dart and Kevin Hutton.

Sam Dart serves as in-house counsel for Hunnex & Shoemaker, a third-party administration firm based in Seattle, Washington. Mr. Dart provides advice regarding plan design, operation, and ERISA compliance to Hunnex & Shoemaker clients. Prior to joining Hunnex & Shoemaker, Mr. Dart practiced law in Tacoma, Washington with a focus on civil litigation, complex business disputes, and fiduciary fraud.

Date: Thursday, October 29

Time: 3:00 pm registration opens; 3:30 - 5:00 Presentation; 5:00 - 7:00 Social/hors d'oeuvres

Meeting location: Pacific Portfolio Consulting; 450 Alaskan Way S., Seattle. NOTE: Parking best secured at 505 1st Avenue South. Enter on the water side.

Registration Fee:

No charge - current members *
$50 - Nonmembers and guests

*Membership fees include attendance at quarterly meetings.

Thank you to our sponsors

WP&BC Seattle Chapter upcoming events

Sip, Savor & Celebrate Harvest (October 01, 2026)

PEOs, PEPs and MEPs - Oh My! (October 29, 2026)