Events 2019-2020

Upcoming events

    • Tuesday, June 09, 2020
    • 11:45 AM (PDT)
    • Webinar

    ISCEBS Event


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    Webinar Registration 

    Topic

    The Importance of Employer Sponsored Income Protection Plans

    Description

    It is essential for individuals to have adequate income protection in the event of a long-term disability. Employers are in an optimal position to assist their employees in obtaining Long Term Disability (LTD) coverage. Oftentimes LTD seems to stand for “Last To Discuss”. It is understandable that other coverages such as medical, vision, and dental, which are used at least annually, are more top-of-mind. However, the loss of income can devastate an individual at a time when they need the monetary assistance the most. But not having adequate income protection can not only have serious repercussions for the employee, but their employer as well. This session will review the different types of Long Term Disability coverage, program structures, and what employers should think about when implementing a plan.  

    TOP TAKE AWAYS
    • The major causes of and financial ramifications of long term disabilities 
    • Types of Employer-sponsored Long-Term Disability insurance plans 
    • How LTD plan structures can provide long-term financial stability to companies, along with attracting and retaining key-talent

    PROFESSIONAL DEVELOPMENT CREDITS
    Credits will be provided only to those logged into the live webinar via computer during the duration of the speaker's presentation.

    CEBS - qualifies for 1 CPE
    HRCI - valid for 1 HR (General) credit
    SHRM - approved for 1 PDC

    Time

    Jun 9, 2020 11:45 AM in Pacific Time (US and Canada)

    Speakers

    photo of Adam Aschoff

    Adam Aschoff

    Regional Director of IDI Sales @Standard Insurance

    Adam is the Regional Director of Sales for The Standard’s Portland, Oregon office. Adam has been with The Standard for 20 years with much of that time focused on Employer-sponsored disability plans. He works directly with companies and insurance brokers to educate on the importance of income protection and how strong Long Term Disability plans can serve as a solid foundation for a company’s benefit offering. While he works with all forms of disability plans, he specializes in Executive Individual Disability programs. In addition to the CEBS designation, Adam holds FLMI and FFSI designations. He obtained his Bachelor of Science Degree in Business and Management from The University of Phoenix.

    • Thursday, June 25, 2020
    • 10:00 AM - 11:40 AM (PDT)
    • Webinar

    ONLINE WEBINAR: 

    Thursday, June 25, 2020

    10 am - 11:40 am

    To enroll click:

    Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID19 Changes to Loans


    Presentation:

    Some of the more significant changes made by the COVID19 legislation (CARES Act) are to the rules regarding participant loans. In addition to the long-awaited self correction options for correcting loan failures, we will cover these recent changes. The new self correction options for loans should save your clients and the participants considerable time and money. As with all new correction procedures, there are many questions on the application to the different loan failures. In this webcast, in addition to explaining the requirements and options, I will address over 50 questions on the application of the new requirements. With the new correction options, the IRS will expect improved compliance. Therefore, it is incumbent on practitioners to have a working knowledge of the loan correction procedures. 

    Our Speaker: Stephen Forbes, J.D.

    Stephen is an ERISA attorney and educator with 32 years of experience practicing and teaching in the retirement plan area. Stephen recently returned from a three-year sabbatical where he presided over a mission for his church. Previously, Mr. Forbes was vice president of SunGard Relius in charge of Relius Education. At SunGard, he taught seminars, conferences and web seminars on retirement plan compliance, design and correction. He also helped draft qualified plan, 403(b), 457(b), 409A and IRA documents and other forms. He was the author of all of the editions of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes came to SunGard in the acquisition of Pension Publications of Denver, Inc. where he served as Vice President. Previous to working for PPD, he was a Tax Law Specialist at the National Office of the Internal Revenue Service(Employee Plans Division) where he worked with Master/Prototype Plans, trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees. 

    After receiving his bachelor’s degree, He graduated from Willamette College of Law. He then went on to obtain a Masters of Law degree in Taxation from the George Washington Law Center.


    Continuing Education: 

    • 2 CE for AIF Certification (pending)
    • 2 CE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 CPE for CEBS
    • 1.75 hours MCLE for California attorneys
    • 2 hours for California CPAs
    • 2 CE for CFP (pending)
    • 2 CE for CRPS (pending)
    • 2 hour for ERPA and Enrolled Agents 
    • 2 CE JBEA certifications


    Early bird Cost: $65 for members, $90 for non-members. 

    A Special Thank You to Our Sponsors

                         

                                 

    Questions?

    Marti Hack, Webinar Coordinator

    Western Pension Governing Board
    24001 Calle de la Magdalena, #2715

    Laguna Hills, CA 92653-2715

    http://www.westernpension.org 
    webinars@westernpension.org.

    949-859-6277

    • Wednesday, July 29, 2020
    • 2:00 PM - 3:00 PM (PDT)
    • Webinar
    Registration is closed


    WP&BC Portland Chapter Online Webinar

    The Pig in the Python is Retiring

    Lynn Avitabile

    Managing Director, J.P. Morgan Asset Management


    Wednesday, July 29, 2020 

       2:00 p.m. to 3:00 p.m.


    The giant baby boomer generation (the Pig) is at the tail end of the part of their working and savings life cycle (the Python) and are getting ready to become retirees who are spending their money. How are people thinking about starting to deliver ways for this population to gain access – through the plan – to retirement options? What is helping and hurting that effort?

    Lynn Avitabile, Managing Director, is an investment specialist within Multi-Asset Solutions, based in New York. She focuses on our Target Date Fund solutions, and leads our educational efforts on that topic. An employee since 1984, Lynn spent 20 years within Human Resources. She headed Human Resources for J.P. Morgan Global Investment Management and served as a member of the investment company's senior leadership group for six years prior to joining Multi-Asset Solutions. Lynn earned a Bachelor of Science in Occupational Therapy from Quinnipiac College and an MBA from Duke University. She is Series 7, 63 and 3 licensed.

    Registration Pricing
    Portland Chapter Members:  Free
    Non-Member:  $20

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


Western Pension & Benefits Council Portland Chapter

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