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Welcome to The WP&BC Denver Chapter

2016 Denver Benefits Summit

  • 28 Apr 2016
  • 7:30 AM - 4:00 PM
  • Great West Campus/Empower Retirement Campus - 8525 E. Orchard Road, Greenwood Village, CO 80111
  • 16


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2016 Denver Benefits Summit

The Denver chapter of the Western Pension & Benefits Council is excited to present the 2016 Denver Benefits Summit, an all-day conference with multiple speakers and breakout sessions. For our afternoon general session, we are excited to have Thomas Clark from the Wagner Law Firm here to help us understand the DOL’s recently released final fiduciary regulation package. What is new, what does it mean?

Topics and Speakers Include:

Keynote Presentation:

Washington Update
Dan Notto - bio
J.P. Morgan Asset Management

Lunch Presentation:
The Fine Art of Small Talk
Debra Fine, Keynote Speaker and Trainer, Best Selling Author - bio
Join bestselling author Debra Fine for her fast paced, interactive and informative program The Fine Art of Small Talk. You will laugh, learn and leave with
conversation skills and business networking techniques that result in cultivating community, building relationships, and developing rapport

Other Topics:
Collective Investment Trusts – The Fundamentals Behind the Surging Demand
Adam Ponder, Alta Trust Company bio
Collective investment trusts (CITs) are an upcoming investment vehicle used in qualified retirement plans. This session will help explain what CITs are and how
retirement plan service providers can use them effectively. We will also compare and contrast CITs with other investments commonly used in plan line-ups.

Update on the Affordable Care Act and HIPAA
Rebecca Brown, Mercer bio
Requirements for compliance with the Affordable Care Act and HIPAA are constantly evolving. Join Rebecca Brown,JD, Principal and Legal Consultant at
Mercer, for an update on guidance regarding the Affordable Care Act and the privacy and security requirements of HIPAA, and what you should be focusing on for 2016.

Top 10 Audit Deficiencies
Theresa McDowell, EKS&H bio
The DOL is actively auditing retirement plans. In this session, we will discuss some of the triggers for DOL audits.We will identify some of the common errors found in retirement plans. In addition, we will discuss some solutions to preventing these issues.

High Value Retirement Plans – Cash Balance Plans
Andrew Ferguson bio
Altman & Cronin Benefit Consultants, LLC
Cash Balance plans continue to grow in popularity, particularly among professional service firms both big and small.  In this session, we provide an
overview of Cash Balance, how the plans work, and current issues and challenges facing both plan sponsors and consultants in assessing, designing and maintaining these plans.

Advanced Nondiscrimination Testing
Charles Lockwood bio
ASC Institute

A Discussion of the Fiduciary Conflict of Interest Rule
Thomas Clark bio
The Wagner Law Group

The long awaited final fiduciary definition and conflict of interest rule for retirement investment advice regulations were published in early April. This sess ion will discuss details of the new regulations and their impact on retirement plan service providers

Cybersecurity Today
S. Dirk Anderson - bio
Cybersecurity Today
The threats to your business’ information assets are changing daily and many professionals are left wondering “How do I keep up?” In this presentation, we will review major events in the current state of cybersecurity including analysis of some current real world breaches a well as testing of companies performed by Coalfire.  However, this isn’t just scary bedtime stories or “Fear, Uncertainty, and Doubt”, but will also include actionable steps that you can take to help improve your own security posture against that ever changing threat landscape.


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

Direct Questions To:

Kristen Sanchez
Chapter Administrator 

PO Box #13
Parker, CO 80134

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