Upcoming Chapter and Industry Events 

Upcoming events

    • Tuesday, February 25, 2020
    • 10:30 AM - 12:00 PM
    • Webinar

    Webinar - Reference-Based Pricing "Myths and Realities"
    Tuesday, February 25, 2020
    10:30am - 12:00pm (Pacific)

    (download event flyer)

    This session will provide a comprehensive overview of Reference-Based Pricing.  Starting with a dive into the background on the reasons reference-based pricing programs were started, we will then discuss the components of an RBP program.  The presentation will provide an explanation of key factors for identifying clients that RBP may be a viable option for.  We will also look at factors to evaluate the right TPAs, repricers, and stop loss carriers for a successful RPB program.

    Top Take Aways

    • Understanding of Reference-Based Pricing Strategy
    • Strengths and weaknesses of Reference-Based Pricing Programs - what’s true versus what isn’t
    • Keys for Identifying the right clients and vendors for successful implementation of Reference-Based Pricing Programs

    Speaker:  Donald L. Reiman, Founder and President of Echelon Group

    Don is the founder and president of Echelon Group, a full-service employee benefits and financial services company. Don is also the author of “RESET: Harnessing Change, Fear and Risk as Catalysts for and Extraordinary Life”. The book discusses his experience with redefining success, how it impacted his life, and how it can help others.
     
    Don is a native of Boise, Idaho and has thoroughly taken advantage of living in such a diverse area. Don regularly finds himself connecting with people wherever his adventures take him.

    Cost:
    FREE

    REGISTER

    Professional Development Credits available by attending this session

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    ​Qualifies for 1.5 CEBS Compliance credits. Visit www.cebs.org/compliance for more information.


    ​​Requested  1.5 HR (General) credits towards aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification

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    This program is valid for 1.5 PDCs toward SHRM-CP and SHRM-SCP recertification

     Qualifies for 1.5 ASPPA continuing education (CE) credits  

    ​A certificate will be provided to you after you meet the attendance requirements of the program. 

    Sponsored By:

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    • Wednesday, March 11, 2020
    • 5:00 PM - 7:00 PM
    • Stoel Rives, 760 SW 9th Ave, Suite 3000, Portland, OR 97205
    Register


    Legal & Regulatory Update for Retirement Plans 



    Wednesday, March 11, 2020

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

    Stoel Rives

    With the late-2019 passage of the SECURE Act getting most of the attention in the retirement plan space, other regulatory and judicial developments since last summer have been overshadowed somewhat. But these developments nonetheless raise important considerations for plans, sponsors and service providers. Join us for a survey of regulatory and judicial developments to stay up-to-date. Topics include:

    • Supreme Court update
    • Litigation trends on defined benefit actuarial assumptions, 401(k) and 403(b) fees, and mandatory arbitration for ERISA claims
    • PBGC: interest rate and mortality regulations
    • IRS: uncashed checks ruling; final hardship regulations; end of the 403(b) remedial amendment period
    • DOL: proposed electronic disclosure regulations; audit activity
      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.


      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, JBEA, NIPA, and SHRM.

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

      Spring Social / WP&BC Portland 40th Anniversary Celebration
      Sponsored by Deschutes Investment Consulting
      April 21, 2020, 5:00 PM to 7:00 PM, location TBA

      WP&BC Spring Conference 
      May 21, 2020, 8:00 AM to 5:00 PM, Oregon Convention Center


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        • Tuesday, April 21, 2020
        • 5:00 PM - 7:00 PM
        • TBD
        Register


        40th Anniversary Spring Social
        Sponsored by Deschutes Investment Consulting



        Tuesday, April 21, 2020

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

        Location TBA


        Stay tuned for more information!   



        Registration is free for members and $10 for non-members.


        Mark your calendars !

        WP&BC Spring Conference 
        May 21, 2020, 8:00 AM to 5:00 PM, Oregon Convention Center


        Follow Us On LinkedIn!




          • 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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