2015-2016 Events



Upcoming events

    • 26 Apr 2018
    • 8:00 AM - 5:00 PM (MDT)
    • Charles Schwab Campus, I-25 & Lincoln, 10000 Bellwether Lane Second Floor Lone Tree, Colorado 80124
    • 7
    Register

    2018 Denver Benefits Summit

    The Denver chapter of the Western Pension & Benefits Council is excited to present the 2018 Denver Benefits Summit, an all-day conference with multiple speakers and breakout sessions.

    Pricing: $275 for members and $425 for non-members

    SCHEDULE

    Registration and Breakfast: 7:00am-7:45am

    Welcome and Opening Remarks: 8:00am-8:15am

    Keynote Morning Presentation: 8:15am-9:45am

    • Washington Update: It Isn't Pretty...A Review of Employee Benefits Policy in Washington DCJanet BoydDirector of Government Relations and Legislative Counsel, The Dow Chemical Company, will provide an overview of the current status and outlook for legislative and regulatory action on benefits issues in Washington DC.
    Sponsored by:


    Breakout Session #1: 10:00am-10:50am

    • Dynamic Defaults: The Future of Default Investing? Presented by Dan Bruns, Vice President, Product Strategy, Morningstar Investment Management

    Target-date funds have become the most common default investment offering in defined contribution plans today, but they’re not perfect. TDFs can be a less expensive, one-size-fits-all solution. Research shows that more personalized solutions like managed accounts may help participants save more, invest in a more appropriate portfolio, and withdraw from their retirement account when they retire, but they often come at a higher cost. Please join Morningstar Investment Management LLC speaker Daniel Bruns to explore:

    • The possible advantages and disadvantages of both TDFs and managed accounts
    • Measuring the cos/benefit of a more personalize solution
    • How to use participant data to conduct an analysis of a retirement plan, and quantitatively determining the optimal default investment while considering a possible cost differences between default investments
    • The potential benefits of a dynamic investment approach

    Sponsored by:



    • Retirement Plan Due Diligence for Mergers and Acquisitions - Presented by Doug Conkel, Principal and Senior Benefits Consultant, Milliman & Michael Morin, Principal and Consulting Actuary, Milliman

    Mergers and acquisitions (M&As) can raise complicated issues for your benefit plans. Join Doug Conkel and Mike Morin of Milliman to hear how a pre-M&A due diligence process can help you protect your company’s financial interests. In addition, gain an understanding of the implications of alternative courses of action and hear how to make informed decisions to ensure a successful integration.

    Sponsored by:



    • HR, Benefits, and Technology Trends you can’t afford to miss - Presented by Brad Mandacina, Lockton

    Who doesn’t like to be part of the “next big thing,” especially when it comes to technology? Here’s your chance! This session will share the hottest topics in HR technology and employee engagement – including practical tips you can take back to your own organization.  

    Learn how artificial intelligence can help with day to day HR processes, schedule meetings and even predict success in a role. Leverage the latest social trends to improve your employee experience, and settle the debate of “best of breed” vs. “all in one”. 

    Join us to learn about:

    • Enhancements in user experience 
    • Best of breed vs. all in one
    • Trends in machine learning that will be here before January 1st


    Breakout Session #2: 11:00am-11:50am

    • Updates on ERISA and Benefits Litigation -  Presented by Steven Collis, Partner, Holland & Hart and Michael Beaver, Partner, Holland & Hart

    Two seasoned ERISA litigators will walk through current trends in ERISA litigation, including the pitfalls that often result in litigation when plans are not properly structured and monitored.

    • Risks and Challenges of an Internationally Mobile Workforce - Presented by David Crosby, director global mobility, CH2M

    The world is constantly changing and evolving, the pace of business is ever increasing and operating 24/7. Be it immigration, tax, relocation, international human resources, labor law, expatriate assignments, or talent management, our world and the rules that we operate in are in a constant state of flux.

    In this session you will learn some of the challenges and risks associated with an internationally mobile workforce. In this interactive session, we will review real world case studies and discuss the risks and challenges that were presented as well as potential solutions to reduce those risks.

    Sponsored by:

    • Macro Economic Viewpoint: Life – A Natural Progression of Events. Bob Baur, Executive Director & Chief Global Economist, Principal Global Investors
      Description: General US and Global Economic Overview. This session will delve into the trends and forces that brought the US and global economic and investment environment to its current state; then use that background to present a roadmap for the future direction of the US and global economies as well financial markets and potential investment opportunities

    Lunch Presentation: 12:00pm-1:30pm
    • Defining Your Culture Product. Presented by Patrick Kelly, President, Change Point Consulting. 

    Defining and aligning your company around a strong culture has become more important than ever. Yet many companies find it difficult to define and maintain culture in our changing world. It is time companies begin to look at their culture like a product their employees choose to buy every day. It's not enough to say 'we want to hire the best talent'. You must ask 'do we have a culture top talent would want to join?' Creating a strong, authentic culture can not only become a revenue generator but also your greatest competitive advantage. In this session, learn about how quickly today's workforce demands are changing, what you should focus on when looking at your culture product, how to apply the Change Point 7 Pillars of Culture to your company, and how to use this to create a culture road map for your company.

    Sponsored By:


    Breakout Session #3: 1:40pm-2:30pm

    • Retirement Plan Corrections - Presented by Wally Lloyd. A Primer on IRS Examinations and DOL Investigations.
    Sponsored by:
    • Fundamentals of Equity Compensation. Presented by Ali Nardali of Counsel, Morrison Foerester and Edward Kim, Consulting Senior Manager, EKS&H.
    An overview of tax, legal, accounting and behavioral implications of various equity-based compensation awards.This presentation will also discuss best practices with respect to specific types of businesses and growth stages.

    Sponsored by:

    • Healthcare for Retirement Professionals. Presented by David Weiner, WTW.
    The evolving regulatory landscape has complicated the development of total rewards strategies for employers. This introduction to health & welfare benefits will provide an overview of the mechanics of health & welfare plans, cover the effects of tax reform on health & welfare plans, and discuss how employer health & welfare benefit strategy impacts retirement benefit strategy.

    Ethics and Ethical Dilemmas: 2:50pm-4:00pm

    • Paul Zeisler of Paul Zeisler Consulting will lead a discussion of ethics and the differences between ethics, morals and professional standards, together with examples of ethical dilemmas that practitioners may face.

    Sponsored By:


    Reception: 4:00pm-5:00pm


    General Sponsors:

                          

           


              




         


              























     





    • 14 Jun 2018
    • 09 Aug 2018
    • Various
    Register

    WP&BC's "Breakfast with Benefits"
    for New Benefits Plan Professionals!

    "Breakfast with Benefits" Application Fee $40.00

    "Breakfast with Benefits" is a series of specialty sessions designed for new benefits plan professionals with three or fewer years of industry experience. Please forward this invitation on to new benefits plan professionals in your organization.

    This is an exclusive series of three breakfast meetings and a final "Graduation" happy hour to encourage, motivate and support new associates in the retirement plan and employee benefit industry to continue their education and involvement in the industry via WP&BC Denver.
 The series is open to 12 new professionals in order to encourage open dialogue and provide specific guidance to each participant. Participants who attend all sessions will receive a one-year free membership and one complimentary lunch to WP&BC Denver for the 2018-2019 year ($165 value).

    Tentative Dates:

    June 12, 2018 - Retirement Plans

    • Overview of plan types (401(k), profit sharing, 403(b), defined benefit, 457, etc.).
    • Review of retirement plan terms, acronyms, etc.
    • Introduction to the professionals who work in this area.


    July 10, 2018 - Health and Welfare Plans

    • Overview of health & welfare plans (types, operation, legal requirements, etc.).
    • Review of terms, acronyms, etc.
    • Introduction to the professionals who work in this area.

    August 14, 2018 - Executive Compensation (NQDC and Equity-Based Comp.) 
    • Overview of types of executive compensation plans, with emphasis equity-based compensation and nonqualified deferred compensation.
    • Review of terms, acronyms, etc.
    • Introduction to the professionals who work in this area.

    "Graduation"  New Member Happy Hour - TBD

    •   Introduction to WP&BC and industry leaders.
    •   Network and make new friends.

    To Register: Please fill out the registration form and submit the application fee online. The registration fee will be refunded if the class is full. Registration fee will not be refunded for participants who do not attend the programs. If you would like additional information, or have specific questions, please contact info@wpbcdenver.org.

    This program is designed to qualify for Colorado Continuing Professional Education and ASPPA continuing education.


Past events

13 Mar 2018 WP&BC Monthly Luncheon: What’s New in Health Plan Compliance
13 Feb 2018 WP&BC Monthly Luncheon: Economic and Market Update
09 Jan 2018 WP&BC Monthly Luncheon: 2018 Regulatory Outlook for Retirement Plans
12 Dec 2017 December Luncheon - Mathemagician The Art of Mental Calculation
29 Nov 2017 Specialty Session: The Unique Challenges of the Plan Termination
14 Nov 2017 WP&BC Monthly Luncheon: Target Date Retirement Funds
24 Oct 2017 Members Networking Event: ViewHouse
10 Oct 2017 WP&BC Monthly Luncheon: Breaking Down Student Loan Benefits
12 Sep 2017 WP&BC Monthly Luncheon: Financial Wellness Perspectives – A Panel Discussion
11 Jul 2017 WBC Cruise Guest
01 Jun 2017 WP&BC Member Networking Event: Top Golf
09 May 2017 WP&BC Monthly Luncheon: Private Exchanges for Current and Retiree Populations
07 May 2017 "Breakfast with Benefits" - Info & Application Fee
20 Apr 2017 2017 Denver Benefits Summit
14 Mar 2017 WP&BC Monthly Luncheon: DOL Fiduciary Rule
14 Feb 2017 WP&BC Monthly Luncheon: Economic Update
24 Jan 2017 Specialty Session: Taking A Closer Look at ESOPs
10 Jan 2017 WP&BC Monthly Luncheon: Post-Election Update: What Will Happen to Benefits?
13 Dec 2016 December Luncheon - He Speaks, She Speaks
15 Nov 2016 WP&BC Monthly Luncheon: Decumulation in Defined Contribution Plans – What’s the Right Strategy?
11 Oct 2016 October Luncheon - The 401 on Fee Benchmarking and Retirement Readiness with Tom Kmak
22 Sep 2016 Members Networking Event: Eddie Merlot’s
13 Sep 2016 WP&BC Monthly Luncheon: Washington Update
19 Jul 2016 2016 Western Benefits Conference
01 Jun 2016 Members' Signature Event: Educational Program and Rockies Game
28 Apr 2016 2016 Denver Benefits Summit
25 Apr 2016 "Breakfast with Benefits" Application Fee
08 Mar 2016 March Luncheon - ERISA Litigation – A Plaintiff’s Perspective vs. a Defendant’s Perspective
18 Feb 2016 February Luncheon - Economic Update - RESCHEDULED
09 Feb 2016 February Luncheon - Economic Update - RESCHEDULED DUE TO BRONCOS EVENT
12 Jan 2016 January Luncheon - Executive Compensation Trends in Public and Private Companies
08 Dec 2015 December Luncheon - Exposed: Tragedy and Triumph in Mountain Climbing
02 Dec 2015 Members-Only Specialty Session: Corporate Pension Plans: The Good, The Bad, and The Ugly of Recent Changes
10 Nov 2015 WP&BC November Luncheon - ACA — Employer Reporting
13 Oct 2015 WP&BC October Luncheon - What to Anticipate in a DOL Investigation
17 Sep 2015 Members Networking Event: Eddie Merlot’s
08 Sep 2015 WP&BC Monthly Luncheon: Ethics and Professionalism in Employee Benefits
14 Jul 2015 Members-Only Specialty Session: The Supreme Court's Decision on Same Sex Marriage and its Impact on Employee Benefits
25 Jun 2015 1st Annual Members Only Signature Event: Networking Program and Rockies Game
27 May 2015 "Breakfast with Benefits" Application Fee
21 Apr 2015 2015 Denver Benefits Summit
31 Mar 2015 Members-Only Specialty Session: The Challenges of Uncashed Checks and Finding Missing Participants in 401(k) and Pension Plans
10 Mar 2015 WP&BC Denver Chapter - Winning Strategies for Collecting Social Security Benefits
10 Feb 2015 WP&BC Denver Chapter - Economic Update
13 Jan 2015 WP&BC Denver Chapter - Employee Benefit Issues in Mergers & Acquisitions
19 Nov 2014 Members-Only Specialty Session: Short-term and Long-term Incentive Plan Design and Related Issues
11 Nov 2014 WP&BC Denver Chapter - November Luncheon
14 Oct 2014 WP&BC Denver Chapter - Practical PPACA
09 Sep 2014 WP&BC Denver Chapter - Best Practices for Retirement Plan Boards and Trustees
27 Jul 2014 WP&BC Annual Conference
13 May 2014 WP&BC Denver Chapter - Maximizing Employer Contributions – Cash Balance and Other Defined Benefit Plan Designs
22 Apr 2014 WP&BC Denver Chapter - 2014 Denver Benefits Summit
11 Mar 2014 WP&BC Denver Chapter - Utilizing Nonqualified Plans and Incentive Arrangements as Executive Compensation Tools
11 Feb 2014 2014 Economic Update
28 Jan 2014 Specialty Session: In-plan Roth Rollovers and Transfers
14 Jan 2014 WP&BC Denver Chapter - The Great Target Date Debate – To Versus Through
10 Dec 2013 Don’t Wait Until Retirement to Live a Life of Interest
12 Nov 2013 WP&BC Denver Chapter - How the Supreme Court's Decision on DOMA Affects Employee Benefits for Same-Sex Spouses
29 Oct 2013 Upcoming Health Care Reform Regulations and the Employer Mandate
08 Oct 2013 JPMorgan – Maximizing Participant Behavior
10 Sep 2013 WP&BC Denver Chapter - Washington Update
22 Aug 2013 Members Networking Event: The Tavern - Downtown
21 Jul 2013 WP&BC Annual Conference
14 May 2013 WP&BC Denver Chapter - May Luncheon
23 Apr 2013 WP&BC Denver Chapter - Annual ERISA Update
12 Mar 2013 WP&BC Denver Chapter - March Luncheon
13 Feb 2013 Annual Economics Update
29 Jan 2013 Specialty Session: Details of the New EPCRS
08 Jan 2013 WP&BC Denver Chapter - January Luncheon
11 Dec 2012 Under the Influence...of Stress
13 Nov 2012 Retirement Income Accumulation Strategies
09 Oct 2012 Issues and Trends in the ERISA Ligation Arena
27 Sep 2012 Networking Event: The Palm
27 Sep 2012 Specialty Session: Employer Group Health Care for 2013 and Beyond
18 Sep 2012 Hot Topics in Employee Benefits
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