2018-2019 Events

Upcoming events

    • 13 Oct 2020
    • 10:00 AM - 11:15 AM (MDT)
    • Webinar

    Please join us for our October virtual meeting:

    Retirement Policy in a Pandemic – Way More than Six Feet Apart

    Generally retirement policy has benefitted from a spirit of bi-partisanship, but the pandemic has created a rift in DC.  We will discuss the flood of retirement legislation and guidance that employers have had to navigate in 2020, starting with the SECURE Act, the most significant reforms in over a decade, and the guidance received and still needed.  We will take a look at the CARES Act relief legislation and the needs that retirement sponsors still face.  We also will discuss several significant final and proposed regulations and their impact on plans.  Finally, we will look ahead to what the remainder of this year has in store and  the impact of election 2020.   

    • Analysis of the SECURE and the pending guidance related to PEPs, lifetime income disclosures, and annuities
    • CARES Act relief and opportunities for other legislation
    • A dive into the DOL’s rules on electronic disclosure, fiduciary investment advice, ESG investing, and private equity
    • Looking ahead to future legislation, regulations and the impact of election 2020


    Tuesday, October 13, 2020

    Webinar (registration link will be sent in confirmation e-mail)

    Fees: Members - free, Non-Members - $20

    Tuesday, October 13, 2020

    Sponsored By:

    Webinar (registration link will be sent in confirmation e-mail)

    Fees: Members - free, Non-Members - $20

    Our Presenter:

    Sam Henson, JD
    SVP – Director of Legislative & Regulatory Affairs, Lockton

    In his daily role, Sam oversees ERISA compliance, DOL/IRS activities, and the legislative landscape for more than 50,000 employers and 7,000 Lockton consultants.  He is a nationally featured speaker and author on numerous fiduciary topics, having appeared in the Wall Street Journal, Plan Sponsor, Benefits Magazine, Benefits Quarterly, Insurance News, and Business Insurance.  Prior to joining Lockton, Sam spent almost 10 years with the U.S. Department of Labor’s Employee Benefits Security Administration, where he conducted more than 150 civil and criminal investigations of employee benefits plans, service providers, and fiduciaries.  Sam also supervised enforcement efforts for benefit plans funded by prevailing wage laws under the Service Contract Act and Davis-Bacon Act.  He was the 2011 recipient of the Secretary of Labor’s Exceptional Achievement Award.  Sam is the 2019 ISCEBS Governing Council President.  He also serves on the Policy Board and is Chair of the Retirement Task Force of the American Benefits Council, serves on the Board of Directors of DCIIA, the Corporate Board of the IFEBP, and is a member of the American Bar and ASPPA.  Sam earned his Juris Doctorate at the University of Missouri-Kansas City School of Law and holds CEBS – Fellow, RPA, GBA, and ASPPA - APM designations

Past events

08 Sep 2020 WP&BC Monthly Virtual Meeting: Who CARES!: Regulatory Conditions in an Infected World
12 May 2020 WP&BC Monthly Virtual Meeting: Cybersecurity in the Current Environment
28 Apr 2020 Virutal Specialty Session: The CARES Act Retirement Plan Provisions and Other Coronavirus-Related Plan Issues
14 Apr 2020 CANCELLED - WP&BC Monthly Luncheon: April Luncheon
10 Mar 2020 WP&BC Monthly Luncheon: Health and Welfare Update
11 Feb 2020 WP&BC Monthly Luncheon: Economic Update
14 Jan 2020 WP&BC Monthly Luncheon: Washington Shenanigans – A Look At Retirement Policy In DC
10 Dec 2019 WP&BC Monthly Luncheon: Save the Beer and Nonprofit Showcase
13 Nov 2019 November Meeting - WP&BC/RMTRA: Learning & Libations
08 Oct 2019 WP&BC Monthly Luncheon: Maintaining Post-Retirement Assets
12 Sep 2019 2019 Denver Benefits Summit
12 Jun 2019 WP&BC Member Appreciation Event at Coors Field
23 May 2019 Specialty Session: Welcome Relief - What You Need to Know about the New EPCRS Guidance
29 Apr 2019 Denver Chapter Networking Event - 2019NAFE
28 Apr 2019 2019NAFE
09 Apr 2019 WP&BC Monthly Luncheon: Health & Welfare Update: 2019 Legislative, Regulatory, and Litigation Outlook
12 Mar 2019 WP&BC Monthly Luncheon: Retirement Game-Changers
12 Feb 2019 WP&BC Monthly Luncheon: 2019 Economic Update
08 Jan 2019 WP&BC Monthly Luncheon: Post-Election Update: What Will Happen to Benefits?
11 Dec 2018 WP&BC Monthly Luncheon: Brown Palace: Balancing Your Act
29 Nov 2018 Specialty Session: Student Loan Repayment Benefit Features in 401(k) Plans
13 Nov 2018 WP&BC Monthly Luncheon: Meeting Today's Retirement Challenges
09 Oct 2018 WP&BC October Luncheon - Investment Menu Design and Fees
27 Sep 2018 Members-Only Networking Event: Eddie Merlot’s
11 Sep 2018 WP&BC September Luncheon: Don’t be the Weakest Link! Protect Benefit Plans from Risk of Cybersecurity Attacks
14 Jun 2018 2018 Breakfast with Benefits
07 Jun 2018 WP&BC Member Networking Event: Top Golf
26 Apr 2018 2018 Denver Benefits Summit
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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