WP&BC Portland Event: The SECURE Act: Opening a Christmas Gift from Congress

  • Thursday, February 06, 2020
  • 5:00 PM - 7:00 PM
  • Stoel Rives, 760 SW 9th Ave, Suite 3000, Portland, OR 97205

Registration


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The SECURE Act:  Opening a Christmas Gift from Congress Presented by Steven Diess, EA, MAAA


Thursday, February 6, 2020 

5:00 p.m. to 7:00 p.m.

Stoel Rives


In late December, Congress passed a bipartisan spending bill containing sweeping retirement plan legislation, designed to encourage Americans to save more. This legislation contains provisions that will have a direct impact on retirement plans, many of which are effective immediately.  In this session, we’ll dive into the changes, exploring the implications for retirement plan participants, sponsors and administrators.

Steve Diess, EA, MAAA, is President and an owner of Independent Actuaries, Inc . (IAI). Located in Lake Oswego, IAI is the largest independently-owned actuarial consulting firm in the Pacific Northwest.

Steve has 25 years of experience in the pension plan consulting field, specializing in defined benefit and hybrid plan design and consulting. Prior to joining IAI, he was a consulting actuary at Mercer Human Resource Consulting.

Steve is an Enrolled Actuary, and graduated from Santa Clara University with a mathematics degree. He is a frequent presenter at several different retirement-focused organizations, including the WPBC.

Steve is a lifelong Oregonian, and lives in NE Portland with his wife and golden retriever.

Registration is free for members and $50 for non-members.

Professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM.

Mark your calendars for these upcoming WP&BC Portland events!

Defined Contribution ESG Panel
January 16, 2020, Moss Adams

Legislative Update & Legal Update
March 11, 2020, Stoel Rives

Spring Social
Date and Time TBA

WP&BC Spring Conference 
May 21, 2020, 8:00 AM to 5:00 PM, Oregon Convention Center


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