Upcoming Chapter and Industry Events 

Upcoming events

    • Monday, October 25, 2021
    • Tuesday, December 21, 2021
    • Webinar

    WP&BC Portland Chapter Online Webinar 

    Legal & Regulatory Update for Health & Welfare Plans

    Ed Doherty, J.D.
    Vice President, Aon
    U.S. Health Solutions Legal Consulting Group 

    Recorded on Thursday, October 21, 2021 

    Developments in the health and welfare space have continued non-stop throughout 2021. As employers continue to deal with COVID-related impacts on their business and the benefits made available to employees, they are also preparing for a host of new requirements effective for group health plans starting to take effect in 2022. Join us for a legal update of matters relevant to health and welfare plan sponsors and a discussion of upcoming regulatory and legislative developments impacting group health plans. Topics include:

    • No Surprises Act and balance billing protections
    • Health plan price transparency requirements
    • Employer vaccine mandate considerations
    • What COVID relief is ending and what continues

    Ed Doherty, J.D. is a Vice President in Aon’s U.S. Health Solutions Legal Consulting Group. He has been consulting in health and welfare benefits law since 2010, providing client advice and services regarding a wide range of legal consulting issues, including the Affordable Care Act, HIPAA, COBRA, ERISA, and FMLA. His clients include large and mid-sized employers throughout all industries, including public and governmental entities, multinational employers, and nonprofits. He also provides legal consulting support for Aon’s Health Care Vertical, providing hospital systems and other health care providers particularized advice concerning their unique context.

    Registration Pricing
    Portland Chapter Members: Free
    Non-Member: $20

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

    • Tuesday, November 23, 2021
    • 1:00 PM
    • Wednesday, February 23, 2022
    • 2:00 PM
    • Webinar

    WP&BC Portland Chapter Recorded Webinar 

    Opportunity Analysis: Group Retirement Plans

    Jason Roberts
    Retirement Law Group

    Recorded on Wednesday, November 17, 2021

    Group plans, including MEPs, PEPs, GoPs, and ARPs, are beginning to proliferate in the small and mid-markets. State (and potentially federal) mandates are expected to continue to fuel demand for start-up plans that are often otherwise unprofitable from a service provider perspective. Group plans can deliver scale, but they are complex and come with pros and cons that are unique to each service provider’s strategy. Jason C. Roberts will provide an overview of these challenges and opportunities and highlight important considerations for recordkeepers, TPAs, and consultants/advisors to develop profitable and sustainable group plan solutions.

    At the conclusion of the presentation, attendees will be able to

    • articulate the legal differences between various types of group plans
    • understand the pros and cons of different arrangements within each type
    • help clients and prospects understand what types of group plans are available and best fit their needs and objectives

    Jason Roberts is the founder and CEO of Pension Resource Institute (PRI) and a Managing Partner of Retirement Law Group (RLG) and Group Plan Systems (GPS). Jason is a securities regulatory specialist, ERISA attorney, and thought leader within the retirement plans industry. 

    At PRI, Jason helps banks, broker-dealers, and registered investment advisers implement and maintain profitable strategies for serving retirement investors. PRI was founded on the idea that compliance with retirement regulations should be accessible and affordable. RLG’s focus is on serving plan sponsors, investment professionals, and service providers in all aspects of retirement-related products and services. Jason co-founded GPS in 2021, along with Pete Swisher, to serve as outsourced operational fiduciaries for employers and to help financial institutions deliver profitable and scalable solutions through group plan arrangements.

    Jason has published numerous articles focusing on ERISA and securities compliance, fiduciary best practices and is a frequent speaker at retirement plan and financial industry conferences. He is a contributing author and faculty member for the Practicing Law Institute.

    Jason has been repeatedly recognized as one of the “100 Most Influential in Defined Contribution” by the 401(k) Wire and a “Rising Star” by SuperLawyers Magazine and was selected by InvestmentNews as one of the Top 40 Advisors and Associated Professionals under 40. The Wall Street Journal also tapped Jason for its Ask the Experts series, answering readers’ questions relating to the DOL Fiduciary Regulation. 

    Registration Pricing
    Portland Chapter Members: Free
    Non-Member: $20

    Pending professional accreditation credits include: AIF, ASPPA, CFP, CLE OSB, CPE for CPAs, CEBS, ERPA, NIPA, JBEA, and SHRM.

    • Thursday, April 28, 2022
    • 7:30 AM - 5:00 PM
    • Oregon Convention Center 777 NE Martin Luther King Jr Blvd Portland, OR 97232

    WP&BC Portland Chapter Spring Conference 

    April 28, 2022

    More information coming soon!

Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



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