Membership

Membership in the Western Pension & Benefits Council – San Francisco Chapter connects you to a trusted, interdisciplinary network of employee benefits professionals committed to learning, collaboration, and professional excellence.

WP&BC San Francisco helps members build community, expertise, and confidence— while advancing the broader public good by elevating the practice of employee benefits in the Bay Area.

What Membership Provides

• Interdisciplinary Network
  Connect with practitioners across law, investments, actuarial science, recordkeeping, accounting, consulting, plan administration, and plan sponsorship— ensuring exposure to the full retirement and benefits ecosystem.
• Professional Insight
  Access timely, relevant education on emerging issues and practical challenges that improve decision-making and strengthen benefits programs across the region.
• Trusted Community
  Engage in a collegial, judgment-free environment where professionals can ask questions, share challenges, and exchange ideas with candor and integrity.
• Professional Growth
  Learn from peers who bring broader scale, deeper experience, or innovative approaches—supporting individual excellence and raising the bar for the profession as a whole.
• Connection & Belonging
  Be part of a welcoming community built on shared learning, mutual support, and meaningful professional relationships.

Member Benefits Include

• Discounted registration for education-focused Chapter Meetings
• Access to WP&BC national and chapter webinars
• Members-only specialty sessions on timely technical topics
• Invitations to special events, including the annual Member Appreciation event

Membership Year

The membership year runs from July 1 through June 30.

Already a Member? Login to Renew your membership.

New Member? Visit our New Member Signup page and join now.

Membership Types

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Plan Sponsor Memberships

The San Francisco Chapter offers special membership rates for professionals employed by organizations that sponsor employee benefit plans for their own workforce.

Examples include employers, nonprofits, government entities, educational institutions, and other organizations responsible for administering retirement and health benefit programs for their employees.

Eligibility is limited to individuals whose primary responsibilities include the oversight, administration, governance, or management of their organization's employee benefit plans.

Plan Sponsor Membership - $100   

For professionals responsible for the management, administration, governance, or oversight of their organization's employee benefit plans, including benefits, HR, total rewards, finance, and fiduciary professionals.

Half-year prorated dues are available after January 1.

Plan Sponsor Team Membership - $100 for the primary membership, $50 for each additional team member 

For organizations with multiple professionals involved in employee benefit plans. Extends membership opportunities across eligible benefits, HR, total rewards, finance, and fiduciary team members.

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Service Provider Memberships

Service Provider Memberships are available to professionals and organizations that provide services, products, expertise, or support to employee benefit plans and plan sponsors.

Examples include advisors, consultants, attorneys, actuaries, auditors, accountants, TPAs, recordkeepers, investment managers, insurance professionals, banks, and other industry service providers.

Service Provider Membership - $150 (USD) 

For professionals who provide services, products, or expertise to employee benefit plans and plan sponsors, including advisors, consultants, attorneys, actuaries, accountants, TPAs, recordkeepers, and investment professionals.

Half-year prorated dues are available after January 1.

Service Provider Team Membership

For firms with multiple professionals serving the employee benefits industry. Available through Chapter sponsorship and designed to provide membership access and engagement opportunities across your team.

Annual Sponsorship Levels: $2,000–$6,000