Events 2019-2020

Upcoming events

    • Wednesday, January 08, 2020
    • 11:30 AM
    • Webinar

    PNWISCEBS Event

    Webinar Registration 

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    Topic

    Retirement Readiness: Using 2020 Vision in Planning for Retirement

    Description

    Retirement Readiness is on the minds of many. No matter a person’s age, retirement planning is imperative regardless of preparing to leave the workforce in the next 5, 10, 20, 30 or 40 years. This understandably is an important topic for employers and their employees as well. This course is designed to provide a roadmap of the different avenues available to individuals, both through their employer and directly, to prepare for retirement.  

    Our speaker will discuss: 
    • How one saves for retirement amidst life’s other priorities
    • A variety of employer retirement plans and savings options outside of employer-sponsored retirement plans or if no employer plan is available, i.e., state savings plans, IRAs, etc.
    • Types of investments and rule of thumb for allocations based on timeframe for retirement
    • If an HSA-qualified medical plan is available as a healthcare option, the advantages of contributing to the Health Savings Account with an eye toward retirement savings

    TOP TAKE AWAYS
    • Developing a budget and personal planning
    • Savings vehicles and investments options available 
    • Planning for expenses in retirement

    PROFESSIONAL DEVELOPMENT CREDITS
    CEBS - qualifies for 1 hour of CPE
    HRCI - requested 1 HR (General) credit
    SHRM - valid for 1 PDC
    ASPPA - qualifies for 1 hour of CE

    Time

    Jan 8, 2020 11:30 AM in Pacific Time (US and Canada)


    • Thursday, January 16, 2020
    • 5:00 PM - 7:00 PM
    • Moss Adams, 805 SW Broadway, Portland, OR 97205
    Register



    Defined Contribution ESG Panel


    Thursday, January 16, 2020

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

    Moss Adams


    Panelists:
    Stuart Harris, Davis Wright Tremaine
    Bethany Bacci, Stoel Rives
    Erik Daley, Multnomah Group
    Moderator: Candace Howell, Multnomah Group

    Plan sponsors are looking for practical guidance on how to incorporate ESG factors in their investment process and resulting fund line-up for Defined Contribution plans.  Investment managers and investment consultants are documenting how ESG factors impact their overall investment decision-making process.  As a result, fiduciaries are looking for the right approach to offer ESG-themed funds and ESG integrated funds. The focus of the discussion will cover best practices from a legal and regulatory perspective including the selection and monitoring of investment consultants as fiduciaries. Plan sponsors will gain insight on the do's and don'ts in regards to documenting investment decision-making criteria in their investment analysis, portfolio construction, and due diligence process.  The panel will cover guidance on language to consider when recording decisions in meeting minutes, Investment Policy Statements, and fund monitoring.

    This program includes:

      *   Best practices and recommendations after April 2018 DOL guidance for including ESG in DC plans

      *   What items are the DOL or IRS reviewing when evaluating investment menus with ESG investments.

      *   Defining ESG related language within an IPS

      *   Prudent questions plan sponsors should be asking when deciding to add an ESG fund

      *   Participant requests for a Plan Sponsor to add ESG to a DC plan


    Stuart Harris of Davis Wright Tremaine

    Stuart Harris is a law partner with Davis Wright Tremaine. Stuart counsels clients on a wide range of employee benefits issues, including the design and administration of qualified retirement plans, nonqualified deferred compensation arrangements, executive incentive programs, and health insurance plans. Stuart's expertise includes 401(k) plans, ESOPs, and stock option plans, as well as group health and cafeteria plans. He works with clients to obtain favorable IRS determination letters for both individually designed plans and pre-approved language plan documents. Stuart represents clients in connection with IRS audits and Department of Labor investigations of retirement plans. His work includes advice on the tax and ERISA implications (including COBRA rules) of all types of employee benefits programs, particularly in the context of larger business transactions including M&A. Stuart is active with the Western Pension and Benefits Conference, Employee Benefits Committee, Taxation Section, American Bar Assoc., and the Taxation Section of the Oregon Bar.  Stuart holds a B.A. from Brigham Young University and a J.D. from Cornell Law School.

    Bethany Bacci of Stoel Rives

    Bethany Bacci is a law partner with Stoel Rives. Bethany counsels public and private employers on employee benefit program compliance and design. This includes qualified and nonqualified retirement plans, health and welfare programs, fringe benefit programs, and executive compensation arrangements. In an evolving regulatory environment, Bethany partners with clients to stay on top of legal developments and current industry trends, such as pension de-risking and self-funding health benefits. She represents plan sponsors in devising, negotiating, and implementing changes to employee benefit programs to address tax qualification issues, align plan design with business objectives, and mitigate risk through use of the IRS and Department of Labor correction procedures. Bethany has extensive experience assisting clients in corporate transactions with identifying potential liabilities, analyzing opportunities for synergy and creating employee communication strategies. She regularly handles plan spinoffs and mergers. Bethany serves as a member of Stoel Rives' Pro Bono Committee and represents pro bono clients through the Stoel Rives night clinic run in partnership with Multnomah County Legal Aid. Bethany is active with the Taxation Section and Health Care Law Section of the American Bar Association and is a member of the board of directors for the Northwest Catholic Counseling Center and Pet Peace of Mind.

    Erik Daley of Multnomah Group

    Erik Daley is the managing principal for the investment consulting firm Multnomah Group. He is a member of Multnomah Group's Investment Committee and leads the firm's tax-exempt investment consulting practice. Erik regularly consults with clients on a variety of retirement plan-related topics to help manage their fiduciary risks. He is also a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events.  Erik focuses his practice on serving the needs of plan sponsors looking for objective, bias-free advice in the areas of investment consulting, vendor and plan management, and fiduciary governance.  Erik is a member of the CFA Institute, the CFA Society of Portland, the American Society of Pension Professionals and Actuaries, the Portland Chapter of the Western Pension & Benefit Conference and the Society for Human Resource Management. Erik holds a B.B.A. from the University of Iowa.


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

    Members, bring a non-member with you to this event for free!  The non-member registration fee of $50 will be waived for your guest.  To take advantage of this offer, please email info@wpbcportland.org for more information.


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


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

    Legislative Update
    March 11, 2019, 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


    Follow Us On LinkedIn!


    • Wednesday, March 11, 2020
    • 5:00 PM - 7:00 PM
    • TBA
    Register


    Legislative Update



    March 11, 2020, Time TBA, Stoel Rives


    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, NIPA and SHRM.


    Mark you calendars for these upcoming WP&BC Portland Events, and stay tuned as new events will be added!  

    Spring Social

    Date and Time TBA

    WP&BC Spring Conference 

    May 21, 2020, 8:00 AM to 5:00 PM, Oregon Convention Center




    • Thursday, May 21, 2020
    • 7:30 AM - 5:00 PM
    • Oregon Convention Center 777 NE Martin Luther King Jr Blvd Portland, OR 97232
    Register


    WP&BC Portland 2020 Spring Conference  

    Don’t miss our 2020 Spring Conference, the premier event for benefits professionals and employers in Oregon and Southwest Washington. The conference offers an ideal opportunity to learn from industry leaders and network with other professionals. 

    When: May 21, 2020 from 7:30 a.m. - 5:00 p.m.

    Where: Oregon Convention Center, Portland, OR

    Stay tuned for more information!




Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



                   

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