Events 2017-18

Upcoming events

    • 21 Feb 2018
    • 5:00 PM - 7:00 PM
    • Moss Adams, 805 SW Broadway, Suite 1200, Portland, OR 97205Portland, OR
    Register
    When Regulators Step Back, Litigators Step In- An update on the changing landscape of ERISA enforcement and best practices

    The event will be on 2/21/2018 and will be held at Moss Adams. Wine/appetizers from 5:00 PM-5:30 PM and speaker will be from 5:30 PM-6:30 PM.

    Changes in leadership at the Department of Labor are having a significant impact on the priorities of the organization. For retirement plan sponsors and practitioners, this has meant delays in implementation and requirements brought about by the Fiduciary Rule. While practitioners have been overwhelmingly supportive of retaining the status quo, plan sponsors are feeling the heat of a more aggressive litigation environment. Active plaintiff firms with deep pockets and recent court successes continue to fuel expanded action.

    In this presentation, we'll cover the changing litigation environment and its cross-section with changes in how the federal government enforces the Employee Retirement Income Security Act (ERISA).

    About Our Presenter

    Bonnie M. Treichel, J.D.
    Bonnie M. Treichel is a senior consultant for Multnomah Group. She is also a member of the firm’s Technical Services Committee and serves as the chief compliance officer. Bonnie promotes a culture of compliance at Multnomah Group, offering expertise on a variety of ERISA and retirement plan-related issues.

    Prior to joining Multnomah Group, Bonnie was a partner at a law firm that specialized in all aspects of retirement-related products and services – working both with plan sponsors and retirement plan service providers. Bonnie has been a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and events.

    Bonnie earned her J.D. from Pepperdine University School of Law, where she graduated with honors and received a certificate from the Palmer Center for Entrepreneurship & the Law. She also graduated with honors from Truman State University, in Kirksville, Missouri, earning a degree in Political Science. Bonnie is a member of the State Bar of California. Bonnie is also a Certified Health Savings Adviser (CHSA®).

    New for 2017! Members can attend monthly meetings at no cost. Members still need to register.

    • 27 Feb 2018
    • 7:30 AM - 10:00 AM
    • McMenamins Kennedy School, 5736 NE 33rd Avenue, Portland, OR

    This event is hosted by PNW ISCEBS

    A nonqualified deferred compensation (NQDC) plan is a corporate benefit that is most often used to recruit, retain, reward and incentivize those key employees on whom the success of the business depends. It also provides plan participants with the means to bridge their retirement gap caused by qualified plan limitations and help maintain their standard of living in retirement.
    Chris Fernandez, Senior Consultant at Principal Financial and Mike van der Velden, Senior Vice President at USI will lead the session to help you better understand plan design options; operational considerations; and finance techniques for NQDC plans. What you will learn:
    • Why Companies Utilize NQDC Plans
 Benefits for employers and employees
    • Plan Design Techniques
    • Problems to solve
    • Plan design alternatives for reward and retention Financing Options
    • Mutual Funds vs Corporate Owned Life Insurance (COLI)
    • Financial modeling and cash flow analysis Operational Considerations
    • Administrative Requirements
    • Participant Communications Case Studies

    MORE INFORMATION

    REGISTER

    • 02 May 2018
    • 7:30 AM - 5:00 PM
    • Oregon Convention Center, 777 NE Martin Luther King Jr Blvd, Portland, OR
    Register


    Don’t miss our Western Benefits Conference, the premier event for pension and benefits professionals in Oregon and Southwest Washington. The conference offers an ideal opportunity to meet with industry leaders. Professional accreditations include: ASPPA, CPE for CPAs, CEBS, ERPA, CLE Oregon State Bar, SHRM.

    Full conference agenda





     




Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



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