Specialty Session: The Unique Challenges of the Plan Termination

  • 29 Nov 2017
  • 12:00 PM - 1:15 PM (MST)
  • Sherman & Howard 633 17th St #3000, Denver, CO 80202
  • 28

Registration


Registration is closed
Specialty Session: Specialty Session: The Unique Challenges of the Plan Termination

Only open to members at this time


Date: Wednesday, November 29, 2017
Time:  11:30am – 1:15 pm (program starts at noon)

Location: 

Sherman & Howard
633 17th St #3000
Denver, CO 80202

Despite best intentions, plan terminations sometimes happen and, when they do, they pose a unique set of challenges that we don’t regularly encounter.  To more successfully navigate the potential pitfalls of the plan termination landscape, attend our informative panel discussion.  You will hear from experts who will share their insight from the perspectives of an ERISA attorney, an actuary, and a recordkeeper.

About Our Presenters

Kathy Odle
Partner
Sherman & Howard

Kathy Odle is a partner at Sherman & Howard, a 125-year-old full-service law firm, where she practices in the areas of employee benefits and executive compensation. Kathy has been at Sherman & Howard for over 30 years, and still enjoys advising employers of all sizes about their administrative and fiduciary responsibilities with respect to their employee benefit plans.  Kathy recognizes that employers want to provide valuable and compliant benefit plans for their employees, and she offers practical, business-oriented advice on how to do so in this era of complex legal requirements.  Kathy is a member of all of the usual bar associations and trade groups, and enjoys the highest rankings by Chambers USA, Best Lawyers in America, and Super Lawyers.  Finally, Kathy was named Colorado’s 2018 “Lawyer of the Year” in the area of Employee Benefits/ERISA by Best Lawyers.


Michelle Aubin
Principal in the Wealth business
Mercer’s Denver office


Michelle Aubin is a Principal in the Wealth business in Mercer’s Denver office. She started her actuarial career at Towers Perrin (Willis Towers Watson) in their Chicago office and has 17 years of experience in actuarial benefits consulting. Much of that experience has been focused on supporting clients with funding, accounting and administration of pension and post-retirement medical plans as well as consulting on special projects and more complicated benefit plan issues as needed for her clients. In recent years, she has spent the majority of her time working through several defined benefit plan terminations, including project management of the entire process.


Jake Kunze
Manager | RPS Financial Operations
T. Rowe Price Operations



© WP&BC Denver Chapter
Powered by Wild Apricot Membership Software