Events 2017-18

Upcoming events

    • 12 Sep 2018
    • 11:45 AM - 1:00 PM (PDT)
    • Webinar

    Partner Event

    While the current landscape for retirement plan sponsors is predominately in the defined contribution (DC) field, there are companies that continue to have a significant pension obligation remaining from legacy programs.  Programs closed to new hires with continued benefit increases for legacy employees face nondiscrimination testing challenges and growing inequity between the two cohorts. Those with frozen benefits are seeing increased overhead costs required to support a program with limited contribution to the HR strategy. What tactics are available to employers to address these challenges? How do these programs fit into the company’s overall HR and business strategy? How do sponsors with closed pension plans address the growing inequity between those and improve harmonization? 

    Presenter: ​John Perara, Retirement Practice Leader, Pacific Northwest, Willis Towers Watson

    ​Presentation Topics:

    • Current landscape of retirement programs – benchmarking data on types of programs/costs
    • Overview on compliance testing
    • Testing issues with DC transitions that are non-uniform
    • Testing issues with DC transitions for grandfathered pension members
    • Testing alternatives
    • Cost reduction tactics – terminated vested lump sum window & retiree annuity purchase
    • Revisiting your retirement strategy – addressing retirement readiness and harmonization


    ​​​Professional Development Credits (1 hour) available by attending:

    • Qualifies for 1 CEBS continuing professional education (CPE) credit.
    • Qualifies for 1 ASPPA continuing education credit
    • Pending Approval for 1 Re-certification Credit Hour through HR Certification Institute® (HRCI®).
    • ​Pending Approval for 1 PDC toward SHRM-CP and SHRM-SCP re-certification.

    • 10 Oct 2018
    • 5:00 PM - 6:30 PM
    • Moss Adams, 805 SW Broadway, Suite 1200, Portland, OR 97205
    Investment Committee Best Practices

    The event will be held at Moss Adams. Wine, beer, and appetizers from 5:00 PM-5:30 PM and the speaker will be from 5:30 PM-6:30 PM.

    RVK recently produced a comprehensive study, entitled “Investment Committee Best Practices.” The study is based on interviews with nearly 40 investment committee chairs and members. In the study, they have identified the critical shared challenges faced by committees, and then profile a variety of best practices that committees can use to address these challenges.

    About Our Presenter

    Mark Higgins, CFA, Consultant & Principal, RVK, Inc.
    Mark joined RVK in 2009 as an Associate Consultant, was promoted to Consultant in 2012, and made a Principal of the firm in 2016. Mark also serves as the Chairperson of RVK’s Editorial Board, where he oversees the production of Investment Perspectives publication and RVK’s strategy studies, such as Investment Committee Best Practices.
    Prior to joining RVK, Mark served as a Consultant for Portfolio Logic, a Washington, DC-based private equity fund run by Jeffrey Zients, former CEO of the Advisory Board Company and former Chief Economic Advisor to President Barack Obama. Mark also co-founded Career Next Step and served as the company’s CEO. Prior to attending business school, Mark served in management positions at Symantec Corporation and the Advisory Board Company, where he led a variety of strategic and quantitative research studies. Mark currently works primarily with endowments, foundations, and pension plans ranging in size from approximately $15 million to several billion in assets. Mark graduated magna cum laude and Phi Beta Kappa from Georgetown University with a Bachelor of Arts degree in English and Psychology. He also holds a Master of Business Administration from the Darden School of Business at the University of Virginia. Mark holds the Chartered Financial Analyst designation. He is a member of both the CFA Institute and the CFA Society of Portland. Mark is a shareholder of the firm.

Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education

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