Upcoming Chapter and Industry Events 

Upcoming events

    • Tuesday, April 07, 2020
    • 10:00 AM - 11:00 AM
    • Webinar

    The Western Pension & Benefits Council is offering an

    ONLINE WEBINAR at NO COST: 

    Tuesday, April 7, 2020

    10 am - 11:00 am

    To enroll click:

    Helping Employees During the

    COVID-19 Pandemic

    A
     Discussion of
    Employee
     Benefit Plan Development

     The Presentation: 

    Employers are looking for ways to help struggling employees during this time of uncertainty and stress.  The federal government has responded to employee needs by passing legislation significantly changing the way that we administer employee benefit plans.  Come to this seminar to hear about helpful defined contribution, defined benefit and health and welfare plan developments.  

    Topics to be discussed include:

    • The Families First Coronavirus Act impact on group health plans
    • The CARES Act impact on retirement plans and group health plans
    • Benefits during a furlough, unpaid leave or upon severance

    Our Speakers: 

    Hitz Burton, JD, Partner, Aon

    Jeff Belfiglio, JD, Partner, Davis Wright Tremaine LLP

    Kevin Selzer, JD, Holland & Hart LLP

    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:  FREE 


    A Special Thank You to Our Sponsors                     


                                 


    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.

    949-859-6777

    • Wednesday, April 22, 2020
    • 11:45 AM
    • Webinar

    PNWISCEBS Event

    The 2019 Mercer Survey Results

    Health Benefit Trends & Insights

    Wednesday, April 22, 2020 11:45 – 1:00 Pacific Via Webinar - No Cost
    Register Online

    The 2019 Mercer National Survey of Employer-Sponsored Health Plans is the largest of its kind. Our speakers will share the latest insights that were gleaned from the survey and provide a roadmap to build a future-ready benefits strategy for a healthier and happier workforce. Survey findings are based on responses from more than 2,500 employers of all sizes and industries. Special focus will be given on strategies to combat the challenge of balancing cost and affordability, seize the power of networks, reimagine the patient experience, and optimize program design and administration.

    Top Take Aways

    1. Why diverse workforce needs are shaping employer strategies now more than cost management has in the past

    2. How organizations are helping members find the best providers and using steerage techniques to drive improved quality outcomes

    3. What solutions are being churned out due to health innovation, both digital and otherwise, for a broad spectrum of health needs

    Speaker: Kirk Czonstka, GBA | Office Business Leader | Mercer | Portland, OR

    Kirk is responsible for client management, business development, operational management and people development. He joined Mercer’s Portland office in July 2018 after spending 12 years in Mercer’s Philadelphia office. Prior to this role, Kirk served in a variety of roles that included business development across Mercer’s health, wealth and career lines of business, managing and evolving Mercer’s national private exchange product offering, partnering with senior US insurance carrier leadership, and providing health and welfare program consulting to large and jumbo employers. He is an active member of the Pacific Northwest ISCEBS Chapter and serves on their Board of Directors.

    Speaker: Nick Albert, FSA, MAAA | Senior Associate | Mercer | Portland, OR

    Nick serves as a consultant and lead actuary for his clients based throughout the Pacific Northwest in Mercer’s Health & Benefits practice. He is responsible for building effective client relationships, managing the internal workflow and team structure, working with outside vendor partners, and business development. Nick spent over six years in Mercer’s Seattle office before joining Mercer’s Portland office in April 2019 and has worked in a variety of roles and client teams throughout his time at Mercer. His clients range in size from 200 to over 50,000 covered lives. Nick has experience and expertise in developing strategies for all types of clients, including commercial and government agencies. He is a member of various actuarial and financial organizations in the Portland area.

    Professional Development Credits available by attending this session (hosted through the PNW Chapter of ISCEBS)

    • Thursday, April 23, 2020
    • 10:00 AM - 11:40 AM
    • Webinar

    ONLINE WEBINAR: 

    Thursday, April 23, 2020

    10 am - 11:40 am

    To enroll click:

    More Strange but True Tales of 403(b) Plans - 

    And, What Makes Them Different


    The Presentation: 

    This is Part II of last fall’s 403(b) plan webinar that explored how 403(b) plans are different from 401(k) plans. We will continue looking at the little noticed minutiae of the 403(b) rules, which often are responsible for causing the situations that are the most difficult to resolve.  Our two well-traveled 403(b) aficionados are joined by another highly experienced practitioner in this area, and they will continue to detail some of the most common quirks in the 403(b) rules that hamper effective plan administration and create unexpected issues. In addition to looking at the key technical differences between 403(b) and 401(k) plans, they will also discuss the impact of the SECURE Act on 403(b) plans and developments in 403(b) plan litigation. Missed Part I? Don’t worry – it’s not a prerequisite for Part II. They’ll get you caught up.

    Our Speakers: 

    Evan Giller, JD, Boutwell Fay, LLP

    Robert Toth, JD, Toth Law and Consulting 

    Ann Jonas, JD, Vice President and Associate General Counsel, Fidelity Investments


    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

                         

                                 


    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.

    949-859-6777

    • Sunday, April 26, 2020
    • Wednesday, April 29, 2020
    • JW Marriott Nashville, Nashville, Tennessee

    2020NAFE

    April 26-29, 2020

    JW Marriott Nashville 

    Nashville, Tennessee 

    https://www.nipa.org/page/AnnualForumExpo 



    Register now and attend the industry’s premier event for retirement planning professionals seeking innovative solutions for strengthening and expanding their business.

    • Tuesday, May 12, 2020
    • 11:45 AM
    • Webinar

    ISCEBS Event

    Webinar banner

    Webinar Registration 

    Topic

    Canada, Eh? Dispelling the Myths of Canadian Health Plans

    Description

    It’s common for US-based employers with Canadian operations to manage benefits north of the border under the principle of “the less I need to think about it, the better”. Too many US-based advisors know nothing about Canadian benefits – but have clients who are looking to achieve parity in their cross-border benefit philosophies. Both scenarios create serious gaps that can lead to substantial liabilities, undue turnover, and loss of credibility as an employer of choice. This webinar will be a (fun!) crash course on the Canadian healthcare system (pssst: it’s not universal), the structure of Canadian benefit plans and how to avoid common pitfalls.

    TOP TAKE AWAYS
    • Overview of Canada’s federal social programs
    • Review of structure & tax implications of employer-sponsored benefit plans 
    • Understanding common benefit plan administration pitfalls to avoid liability 
    • How to be an employer of choice in a tight labour market

    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

    May 12, 2020 11:45 AM in Pacific Time (US and Canada)

    Speaker

    photo of Kandy Cantwell, CEBS , CEBS Fellow

    Kandy Cantwell, CEBS , CEBS Fellow

    Partner @Montridge Advisory Group Ltd.

    Ms. Cantwell is Partner at Montridge Advisory Group Ltd., a benefits, pension, and executive compensation advisory firm in Vancouver, British Columbia. She began her career in the employee benefits field in 1996 and has held key positions with some of Canada’s largest insurers and consulting firms prior to joining Montridge in 2002. With both a strong technical and marketing background in employee benefits, Ms. Cantwell consults an impressive list of some of Canada’s most dynamic employers as well as numerous US-based corporations for their Canadian benefit plans. Ms. Cantwell is past president of the ISCEBS BC Chapter and serves on the ISCEBS Symposium Education Committee – Canada. Kandy is a member of the IFEBP, Chartered Professionals in Human Resources (CPHR – BC & YK), The Financial Advisors Association of Canada (ADVOCIS), and serves on the CE committee for the Pacific Region of the Canadian Pension & Benefits Institute (CPBI).

    • Tuesday, June 09, 2020
    • 11:45 AM
    • Webinar

    ISCEBS Event


    Webinar banner

    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.


Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



                   

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