Events 2017-18

Upcoming events

    • 07 Mar 2019
    • 5:00 PM - 7:00 PM
    • Moss Adams, 805 SW Broadway Suite 1200 Portland, OR 97205
    Register


    The Good, the Bad and the Ugly of Plan Fee Disclosures

    Join us on Thursday, March 7 for "The Good, the Bad and the Ugly of Plan Fee Disclosures."  This event will take place at Moss Adams from 5:00 p.m. to 7:00 p.m and feature panelists discussing Covered Service Providers, Plan Sponsor and Participant Disclosures, and Participant Self Direction of their Investments.  

    Our Panelists

    Vince Cacciottoli, Principal, Garvey Schubert Barer

    Vince heads the firm-wide Tax and Employee Benefits Practice Group for Garvey Schubert Barer, a law firm with offices in Portland, Seattle, Washington D.C., New York City and Beijing.  Vince has over 30 years’ experience in these practice areas and is a recognized expert in his field.  He is listed in Best Lawyers in America and was named Best Lawyer of the Year for Employee Benefits/ERISA Law in Portland, Oregon for 2015 and again for 2019.  He is also a Fellow in the American College of Employee Benefits Counsel, the preeminent national professional organization for employee benefits attorneys.  Vince is a Past President of the Western Pension & Benefits Council and also served for many years on that organization’s Board of Directors.  He received his B.A. from New York University and his J.D. from Fordham University School of Law.  He writes and speaks frequently to business and professional groups on benefits and compensation planning and compliance issues.


    Ryan Christensen, Regional Vice President, John Hancock Retirement Plan Services

    Ryan Christensen, Regional Vice President, is responsible for business development and relationship management with financial representatives and plan consultants in Oregon and southwestern Washington.

    John Hancock is a provider of retirement plan products and services for qualified retirement plans focusing on the zero to $100 million market.

    Ryan has acquired more than 20 years’ of experience in the retirement plan services industry. Prior to joining John Hancock, Ryan was with another recordkeeper from 2000 to 2008 where he last served as Pension Consultant.

    Ryan earned a BA in Finance and International Business from Oregon State University. He holds the Qualified Pension Administrator (QPA) and the Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals and Actuaries (ASPPA).


    Darren Holsey, Owner and Executive Consultant, Premier Retirement Services

    Darren Holsey is an owner and executive consultant at Premier Retirement Plan Services in Wilsonville, Oregon; nearing 30 years in the industry as a TPA.  Darren has been a long-time contributor for NIPA serving on the education/examination committees, the NAFE planning committee as both member and chair and he currently is NIPA's President on the Board of Directors.  He is an Enrolled Retirement Plan Agent, a member of NIPA holding an APA designation and a member of ASPPA holding a QPA and QKA.  On a personal note, Darren still completes nationally as a wakeboarder and coaches on the side.  If your've ever in the mood to go for a ride, hit him up to take you out! 


    Haley Thomas, Financial Advisor, Wells Fargo Advisors

    Haley brings over 13 years of dedicated experience in the Defined Contribution plan market.  Her hands-on experience with retirement plan record keeping systems and operations, plan conversions, compliance, plan design analysis, participant education, and fiduciary services is extensive.  Haley is passionate about helping individuals reach their financial goals as well as helping plan sponsors successfully navigate the challenges that can come with offering a qualified plan. 

    Haley received her Bachelor of Science from Texas State University and is a members of the Retirement Plan Advisor Program (Wells Fargo Advisors), National Association of Plan Advisors (NAPA), Women in Financial Services and the American Society for Pension Plan Administrators.


    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.


    Save the Date!

    April 25, 2019

    WP&BC Spring Conference 

    8:00 a.m. to 5:00 p.m.

    Location:  Oregon Convention Center

    • 21 Mar 2019

    ASPPA's (ABC of the Great Northwest) first event of the year will be all about the payroll file!  Join them on Thursday, March 21 in Portland for "Data integration v. Data integrity: What’s in your payroll file?"  A great discussion between plan sponsor, payroll provider, + more to get into the details of the payroll file and how it impacts plan compliance and your clients!  Save the date and please visit the ASPPA website for information.  

    • 25 Apr 2019
    • 8:00 AM - 5:00 PM
    • Oregon Convention Center, 777 NE Martin Luther King Jr Blvd, Potland, OR 97232



    Western Pension & Benefits Council
    Portland Chapter
    2019 Spring Conference

    Thursday, April 25, 2019
    Oregon Convention Center
    Further details and registration will be available soon!


Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



                   

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