Upcoming Chapter and Industry Events 

Upcoming events

    • Tuesday, November 19, 2019
    • 10:00 AM - 11:45 AM
    • Online Webinar


    ONLINE WEBINAR: 

    ONLINE WEBINAR: 

    Tuesday, November 19, 10 am-11:45 am PST

    Ethics - The Fun Way!

    Click below to Register:



    The Presentation: 

    Need two CE credits of ethics education?  Why not spend the time in a practically-based and entertaining session with Ilene Ferenczy and “The Ferenczy Benefit Players”?  We’ll cover Circular 230 Rules and how they apply to benefits practices and practitioners.  This session is intended to provide participants with the tools needed to recognize, evaluate, and reasonably solve ethical conundrums.

    Get answers to questions like:

    • What do you do with takeover clients who misstated information on Form 5500 in the prior year?
    • Can you hold back work from a client who hasn’t paid you?
    • What do you do if you’re an ERPA and your boss is not…and he/she wants to do something unethical?

    Our Speaker: Ilene Ferenczy, Ferenczy Benefits Law

    Ilene H. Ferenczy, J.D., CPC, APA, is the Managing Partner of Ferenczy Benefits Law Center, an employee benefits law firm in Atlanta, GA.  Ms. Ferenczy advises clients on all types of employee benefit plans, particularly focusing her practice on qualified retirement plans, benefits issues in mergers and acquisitions, and advising third-party administrators of employee benefit programs on technical and practice issues.  Having become an attorney after more than ten years as a third-party administrator, she brings a unique and practical approach to her advice.  She is a member of the State Bars of Georgia and California, and holds designations as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA) and Accredited Pension Administrator from the National Institute of Pension Administrators (NIPA).  Ms. Ferenczy is the 2007 recipient of ASPPA’s Educator of the Year Award, and the 2017 recipient of NIPA’s Excellence in Education Award. 

    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 hours for Certified Financial Planners (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

       

                                        


    • Tuesday, November 19, 2019
    • 12:00 PM - 6:00 PM
    • 200 SW Market Street, Lobby Level, Portland, OR 97201
    Register


    WP&BC Half-Day Retirement Seminar (Afternoon)

    The WP&BC Retirement Seminar is one of the most significant and popular events of the season in Portland's benefits community, and this year's event will be no different.  Get a clear view of the future with insights from industry experts. Please join us for this exciting and informative half-day session.

    Date:  Tuesday, November 19, 2019
    Time:  12:00 p.m. to 6:00 p.m.

    Location:  200 SW Market Street

    Lobby Level
    Portland, OR 97201

    Please Note:  The Health and Welfare Seminar (morning session) has been postponed.  The new date will be announced soon.  

    AGENDA

    Lunch

    12:00 p.m. to 1:15 p.m.

    Planning for Retirement Health Care Costs

    Brad Vaughan, Vice President, Regional Sales Consultant

    T. Rowe Price

    1:15 p.m. to 2:15 p.m.

    One of the biggest fears employees have about retirement is not being able to afford quality health care - yet many fail to integrate health care planning into a holistic retirement savings strategy.  There are several reasons people delay or overlook planning for health care expenses in retirement.  The thought of gradually - or rapidly declining health can be an unpleasant and emotionally draining exercise.  Also, there is a common misperception that Medicare will cover more health care expenses than it does, as well as an evolving and increasingly complex health care system that makes it difficult to predict what future costs may be.

    In addition, health care expenses are the biggest line item in an employer's benefits budget - and they are the most valued benefit to employees.  With 75% of plan sponsors linking Health Savings Accounts to a retirement savings strategy, it's not if advisors will find themselves in health care conversations, it's when.

    This program provides:

    • An overview of the health care landscape - including health care costs, and an understanding of the predictable health care costs in retirement.
    • A review of savings strategies - pretax, Roth, and HSAs to help employees prepare financially, with a detailed perspective on the features and benefits of HSAs.
    • A way to differentiate yourself and add value to plan sponsor relationships by connecting health care expenses to a comprehensive retirement planning strategy.

    Brad Vaughan is a Vice President and Regional Sales Consultant with T. Rowe Price Investment Services, Inc.  Brad's strong communication skills, along with his deep financial experience, have helped him provide value to his clients as a Regional Sales Consultant in the U.S. Intermediates-Retirement Group at T. Rowe Price, where he oversees the Pacific Northwest Region.

    Brad's mission is to help a diverse group of financial professionals elevate their businesses to higher levels.  He is focused on helping advisors, consultants, and recordkeepers add value to their clients' investment strategies, as well as remain informed about trends in the retirement marketplace.  


    Guide to Retirement

    Katherine Roy, CFP, Managing Director, Chief Retirement Strategist

    J.P. Morgan Asset Management

    2:30 p.m. to 3:30 p.m. 

    Updated annually, the award-winning Guide to Retirement provides an effective framework for supporting your retirement planning conversations with clients.  It includes charts and graphs to help you explain complex issues in a clear and concise manner.  The Guide to Retirement won the 2012 RIIA Income Communications award, the 2014 MFEA STAR Award for retail education and the 2015 WealthManagement.com Industry Award for Thought Leadership - Investing.  

    Katherine Roy, CFP, Managing Director, is Chief Retirement Strategist for J.P. Morgan Asset Management.  In this role, Katherine is responsible for delivering timely retirement-related insights to intermediaries and clients.  Focused on the retirement landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with employers and individuals through all life stages.  Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events.  She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics.  

    Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch.  She also held several roles in financial planning product development, participant communications and consulting, and interactive client experience initiatives.  Katherine received a B.A. from Yale University and is a Certified Financial Planner.


    Retirement Income:  Pursuing Lifelong "Paychecks" for Participants...and Your Practice

    Lia Lundgren, C(k)P, Regional Director, Western Region

    Wells Fargo Asset Management

    3:45 p.m. to 4:45 p.m. 

    Retirement income is a critical need that is receiving increasingly more attention as plan sponsors seek to provide additional choices in the decumulation phase.  Being knowledgeable on the topic of retirement income provides advisors with a foundation for developing strategies to engage plan sponsors in discussion.  What are some of the key products available, and where is the industry focused?  What are the important trends that are impacting plan sponsors as they seek to provide participants with a retirement "paycheck?"  This session is designed to provide compelling and useful insights as well as provide an opportunity for a group conversation.  

    Lia Lundgren, C(k)P, has over 20 years of industry experience in the retirement plan industry, including record keeping sales and defined contribution investment sales.  With experience gained at Fidelity, Prudential Retirement, Merrill Lynch, and BNY Mellon, she has found her home at Wells Fargo Asset Management.  Lia calls on retirement plan consultants on the West Coast, adding value to their practices with thought leadership and tools to enhance their clients' 401(k) journey.  

    Lia is a graduate of Colby College and has her FINRA Series 7 license as well as her C(k) P designation.  



    Please Join us for Cocktail Hour

    4:45 p.m. to 6:00 p.m. 

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

    Free for members

    Registration fee: $75.00 for non members. 


    Upcoming Events

    Defined Contribution ESG Panel

    January 16, 2020, 5:00 p.m. to 7:00 p.m. 2020 (Location TBA)

    Legislative Update

    March 11, 2020, 5:00 p.m to 7:00 p.m at Stoel Rives 

    WP&BC Spring Social

    Date and Time TBA

    WP&BC Spring Conference 

    May 21, 2020, 8:00 a.m. to 5:00 p.m at The Oregon Convention Center


    • Thursday, November 21, 2019
    • 11:45 AM
    • Webinar

    PNWISCEBS Event

    Webinar Registration 

    Facebook Twitter LinkedIn Microsoft (Outlook)

    Register Here

    Topic

    2019 Legal & Legislative Update for Retirement Plans

    Description

    The Supreme Court’s next term looks to be flush with ERISA issues. They’ve agreed to review a Ninth Circuit case alleging that fiduciaries breached their duties by making imprudent investments and charging excessive fees. Plus there are two other cases that they will review, with the potential that more will be added, which center around fiduciary duties, disclosures, investment options, and fees. This webinar will cover these cases, an update on the current defined benefit cases on actuarial equivalency and defined contribution fee cases, plus any new regulatory guidance on retirement plans issued in the second half of 2019. As time permits, our speakers will also look into their crystal ball to provide an update of potential legislative changes and other cases to watch that might be taken up by the Supremes in the future.

    TOP TAKEAWAYS
    • Status of federal ERISA legislation
    • Lessons from new ERISA decisions
    • U.S. Supreme Court Cases to watch

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

    Time

    Nov 21, 2019 11:45 AM in Pacific Time (US and Canada)

    • Wednesday, December 11, 2019
    • 11:45 AM
    • Webinar

    PNWISCEBS Event

    Webinar Registration 

    Facebook Twitter LinkedIn Microsoft (Outlook)

    Register Here

    Topic

    2019 Legal & Legislative Update for Health & Welfare Plans

    Description

    Typically our most popular session each year, we once again will explore legal and legislative developments in employee benefits, specifically in the area of Health & Welfare plans. Regulatory and legislative changes continue to have a significant impact on employers. This session will ensure you are up-to-date on the significant number of health policies and regulatory updates that have impacted employers in 2019 and will affect them beyond this calendar year. Our speaker will also delve into current bills on the Federal level that you’ll need to continue to watch as we enter the New Year.

    TOP TAKE AWAYS
    • Federal legislative updates, priorities and current bills 
    • Regulatory updates, including Executive Order priorities, new guidance and regulations, HRA regulations, pharmacy programs for high cost drug/manufacturer coupons and ACA limits
    • Litigation update including cross-plan offsetting, wellness plan litigation and ACA litigation

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

    Time

    Dec 11, 2019 11:45 AM in Pacific Time (US and Canada)


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

    PNWISCEBS Event

    Webinar Registration 

    Facebook Twitter LinkedIn Microsoft (Outlook)

    Register Here

    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
    • TBA
    Register


    Defined Contribution ESG Panel



    Thursday, January 16, 2020, 5:00 PM to 7:00 PM, Location TBA


    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!  


    Legislative Update Presentation with Bethany Bacci

    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




    • 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


    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 tune for more information!




Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



                   

Powered by Wild Apricot Membership Software