Menu
Log in

Welcome to The WP&BC Portland Chapter

Log in
 

Spring Seminar 2015

  • Wednesday, May 13, 2015
  • 7:30 AM - 5:00 PM
  • Oregon Convention Center

Registration

  • A discounted price for collegues of existing registered attendees.
  • Seminar registration and one year membership for new members

Registration is closed

 

Program

Click Here for Detailed Agenda Info and Bio's

Click Here for the One Page Brochure

Key Note
8:00

 The Future of Employer-Sponsored Retirement and Health Plans
Lynn Dudley /
Senior VP, Global Retirement and Compensation Policy with American Benefits Council

Luncheon
12:15

  Retirement Vision 20/20: 
Prescription to Help Drive Better Outcomes
Doug Fisher / Senior VP, Fidelity


Health & Benefits Track

9:00

ACA REporting
-Sara Friend / Partners Group

11:00

 Preparing for the Cadillac Tax
-Christine Moehl/ Saalfield Grigg, et. al. 

 3:00

 Private Health Care Exchanges
-Mikel Gray / Milliman


Pension and Retirement Track

 9:45

NETWORKING 2.0:  BUILD CREDIBILITY, DEVELOP RELATIONSHIPS AND CREATE OPPORTUNITIES
-Sheri Fitts / Shoe Fitts Marketing 

 9:45

 Social Security and Medicare Planning Decisions
-Andrew Larson / Retirement Learning Center

11:00

 Variable Annuity Pension Plans:
A Balanced Approach to Retirement Risk
-Nina Lantz / Milliman

 1:45

 Cash Balance Plan Design Trends
-Norman Levinrad / Summit Actuarial Services

 3:00

 Participant Perspectives and Perceptions
 Around Retirement Savings
-Greg Koleno / American Century

 

 Investments

 11:00

 The Empire Strikes Back: 
DOL Proposal Puts Investment Advisors on the Defensive!
-Wally Miller / Schwabe et. al.

 1:45

 Hard Wired to Fail: The reason so many intelligent people find investing so difficult 
-MacGregor Hall / Deschutes Investment Consulting

 

 Department of Labor

 1:45

 Insight into Current Events at the Department of Labor – EBSA 
-Lynne McMennamin / DOL

 

 Internal Revenue Service

 3:00

 Updates on the changes in the EP Division, Plan Examinations, EPCRS, Recent Guidance and Common Errors
-Shannon Takizawa /IRS

 

 Click Here for
Detailed Agenda Info and Bio's

   
 

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

EMAIL:
info@wpbcportland.org

PHONE:  
(503) 928-8780

Address:
1819 SW 5th Ave. #211
Portland, OR 97201

Powered by Wild Apricot Membership Software