2018-2019 Events

Upcoming events

    • 19 May 2021
    • 9:30 AM - 11:00 AM (MDT)
    • Webinar

    WP&BC Virtual Meeting:
    The Paper Chase: New Rules on Electronic Delivery and Lifetime Income Illustrations

    Wednesday, May 19, 2021

    Note: the invitation said the meeting will be held on a Tuesday but it is scheduled for Wednesday, May 19.

    Webinar (registration link will be sent prior to the meeting)

    Fees: Free for members, $20 for non members

    Sherrie Boutwell will be sharing a fun and informative update on the latest developments in disclosures delivered from the Department of Labor.

    Electronic disclosures rules for retirement plans, including:

    • The disclosures that can take advantage of the new Safe Harbor
    • The electronic methods that can be used to make the disclosures
    • The details of the new Safe Harbor process, including content, security, and system requirements

    New Lifetime Income disclosures, including:

    • What content is required to be included
    • What assumptions are required/permitted in creating these illustrations
    • When and how these disclosures must be provided
    • Related fiduciary issues

    About Our Presenter

    Sherrie Boutwell
    Boutwell Fay LLP

    Sherrie Boutwell has focused for thirty years in the areas of employee benefits
law and ERISA, with an emphasis on retirement and deferred compensation plans. She advises and counsels a broad range of clients, including employers, employees, plan fiduciaries, financial institutions, government agencies and trade associations, on a wide range of employee benefits matters. Sherrie has extensive experience and is a highly sought-after speaker and writer on employee benefits topics.

    Sherrie has represented clients before the Internal Revenue Service, the United States Department of Labor, the Pension Benefit Guaranty Corporation, arbitrators from the American Arbitration Association and the United States District Court with respect to employee benefits issues. Sherrie has experience working with the unique deferred compensation issues that arise in the non-profit and governmental employer arena and has many years of experience in the design and operation of non-qualified executive deferred compensation plans including the requirements under Section 409A of the Code.

    Sherrie takes pride in bringing a practical and down to earth approach to resolving complex benefits issues involving qualified plans, non-qualified plans and health and welfare plans. 


    • 29 Jul 2021
    • 8:00 AM - 4:00 PM (MDT)
    • Webinar


    Roaring into the 20s - A New Era for Total Rewards

    Thursday, July 29, 2021

    The year 2020 was roaring for sure! The inaugural in-person conference between Rocky Mountain Total Rewards Association (RMTRA) and Western Pension & Benefits Council Denver (WPBC) has been postponed to 2022.  However, we are bringing our region’s Total Rewards and benefit professionals a virtual conference on July 29, 2021. More information on registration and agenda coming soon.

Past events

13 Apr 2021 WP&BC Virtual Meeting: Economic Update (Local and National)
17 Mar 2021 WP&BC Virtual Roundtable: American Rescue Plan Act of 2021
23 Feb 2021 WP&BC Monthly Virtual Meeting: A Conversation on PEPs
12 Jan 2021 WP&BC Monthly Virtual Meeting: Washington Update
08 Dec 2020 WP&BC Monthly Virtual Meeting: Happy for the Holidays: Strategies for Less Stress and More Joy This Holiday Season
10 Nov 2020 WP&BC Monthly Virtual Meeting: Unraveling the True Meaning of ESG Investing in Uncertain Times
13 Oct 2020 WP&BC Monthly Virtual Meeting: Retirement Policy in a Pandemic – Way More than Six Feet Apart
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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