The Governing Board of the Western Pension & Benefits Council invites you to register for the following webinar:
Trump Accounts and How to Avoid Being Left Behind: Don’t be les incompétents!
Wednesday, December 2, 2026, 12:00 PM to 1:00 PM PST
Speakers:
Allison Martinez
Associate Attorney
Boutwell Fay LLP
Bruce J. McNeil
Partner
Leech Tishman
Continuing Education:
1 Hour of CE for the following:
AIF (pending), ASPPA, CA CPA, CA MCLE, CEBS, CFP (pending), ERPA, JBEA, NIPA
Registration:
$50 for active members of a WP&BC chapter
$65 non-members
Members, please login to get member rate. Contact your chapter for login credentials if needed.
Description:
Trump Accounts (“Accounts”) launched on July 4, 2026. Now nearly 70 million Accounts have been opened, and they’re stuffed with over $4.5 billion in “gifts” for kids just waiting to be claimed. But is this summer’s hottest trend still on your employees’ wish list? Join us as we discuss Accounts and whether they’re a good addition to your organization’s employee benefits offerings. Don’t get left alone out in the cold as the discussion heats up!
Learning Objectives:
Know what you’re buying: Learn how Accounts are established, activated, and claimed.
Assemble with care: What employers need to do to implement a compliant Trump Account Contribution Program and how to avoid potential hazards.
Other Options: Are there other benefits options available that might be a better fit?
Speakers:
Allison Martinez is an employee benefits and tax attorney with more than a decade of experience helping employers navigate complex tax and benefits laws. Her practice covers a broad range of retirement and health and welfare plan matters, including plan design, operational compliance, HIPAA, COBRA, ACA implementation, nonqualified deferred compensation plans, and plan corrections through IRS and DOL programs. She advises private employers, governmental entities, nonprofit organizations, and religious organizations.
Earlier in her career, Allison served as a judicial law clerk to the Honorable Harry Haines and the Honorable Joel Gerber of the U.S. Tax Court. She also has a background in tax controversy, and a longstanding commitment to pro bono work and community volunteer service.
Bruce McNeil
Thank you to our webinar sponsor!
