Mail: info@fwcebc.org

Events

Upcoming Events: 

April 25, 2018

Dear Benefits Council Member:

The next dinner meeting for the Florida West Coast Employee Benefits Council will be held on Tuesday May 15, 2018.

We are delighted to have Paula Calimafde, Principal at Paley Rothman, share with us on “Legislative Developments, Including Tax Reform”.  A longtime legislative advocate for businesses in the Federal tax and employee benefits arena, Paula is also the current chair, past President and a member of the Board of Directors of the Small Business Council of America (SBCA).  The SBCA is the only national non-profit organization that has represented the interests of privately owned businesses exclusively in the Federal tax, retirement, health care and employee benefits areas for the past 39 years.

Dinner is included as part of your membership fee, but please feel free to invite one or more guests. If your guest is from another firm and is a first-time attendee, they are welcome at no charge. Otherwise, the guest fee is $40.00 each and can be paid 1) by check/cash at the meeting; 2) by PayPal via the Join Us tab at www.fwcebc.org or 3) by a check mailed to:  Florida West Coast Employee Benefits Council, P.O. Box 40332, St. Petersburg, FL 33743. Please include the names of each guest and their company in your response e-mail.

Dinner

Iced Tea and Water
Roasted Fennel & Arugula Salad: Pickled Red Onion, Crumbled Feta, Cherry Tomato with Tarragon-Citrus Vinaigrette
Top Sirloin: 6oz, Herb-Crusted with Roasted Cremini Mushroom & Madeira Demi
Gluten-Free Belgian Chocolate Cake
Coffee

If you would prefer the vegetarian option, please let me know when you RSVP. The vegetarian meal will be Stuffed-Portabella Mushroom: Roasted Vegetables, Port Wine Drenched Black Mission Figs & Crumbled Goat Cheese.

About the Speaker:

Paula Calimafde chairs Paley Rothman’s Retirement Plans, Employee Benefits and Government Relations practice groups and is also a senior member of the Estate Planning, Tax and Nonprofit groups. She has more than 35 years of experience advising companies and tax-exempt organizations on qualified and non-qualified retirement plans and employee benefits, including non-qualified deferred compensation, welfare benefit and cafeteria plans. She is a nationally recognized leader in the field of creative retirement plan designs for businesses and works closely with management and owners to prepare retirement plans, which suit the particular corporate needs.

Paula’s practice encompasses sophisticated estate planning and advising individuals with significant assets, including retirement plan assets. She also works closely with the owners of family-owned businesses in the estate planning and retirement planning areas and assists them in planning for the succession of the business.

A longtime legislative advocate for businesses in the Federal tax and employee benefits arena, Paula is the current chair, past President and a member of the Board of Directors of the Small Business Council of America (SBCA). The SBCA is the only national non-profit organization that has represented the interests of privately owned businesses exclusively in the Federal tax, retirement, health care and employee benefits areas for the past 39 years.

Paula has served as a director of the Small Business Legislative Council since 1992. The SBLC is a 42 year old permanent, independent coalition of over 50 trade and professional associations that share a common commitment to the future of small business. SBLC members represent the interests of small businesses in such diverse economic sectors as manufacturing, retailing, distribution, professional and technical services, construction, transportation, and agriculture. SBLC policies are developed by consensus among its membership. Paula was the Chair of the SBLC in 2010 and in 2014 was asked to become the President and General Counsel of the SBLC, two positions she still holds.

Her ability to analyze and explain complicated tax issues has earned Paula invitations to speak and present to groups throughout the region and around the country. She has made presentations with outlines for national, regional and local associations, including the American Bar Association, ALI-ABA, Corbel, BNA, U.S. Chamber of Commerce, IRS Employee Benefits Conference, the American Society of Association Executives and the American Society of Pension Professionals and Actuaries, as well as numerous state and local Bar Associations, CPA Associations and Estate Planning Councils. She has lectured on such topics as “Insider’s View of Washington – Update on Recent and Pending Tax Legislation,” “The ABCs of Choosing a Pension Plan – Whether and What Kind of Plan to Adopt from a Small and Large Employer Perspective,” “New Retirement Plan Designs, Including the Cross-Tested Plan,” “Methods of Dealing with Large Retirement Plan Accumulations” and “The 3 P’s of Pensions – Protecting Assets after the Bull Market, Plan Selection and Plan Distribution.”

In 2000, she was selected as a Charter Fellow of the American College of Employee Benefits Counsel, a non-profit organization dedicated to elevating the standards and advancing the public’s understanding of the practice of employee benefits law and recognizing the achievements of distinguished employee benefits attorneys. In 2007, Paula was elected as a Fellow to the American College of Tax Counsel, a non-profit association made up of tax lawyers who are recognized for their excellence in tax practice and for their substantial contributions and commitment to the profession. The Tax College is composed of approximately 700 Fellows who have been chosen by their peers in recognition of their outstanding reputations and contributions in the field of tax law. In 2008, Paula was selected as a Fellow to the American College of Trust and Estate Counsel, a non-profit association whose members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors. Being a member of all three Colleges places her in a very select group of attorneys throughout the nation.

Paula has been nominated by her peers as a Super Lawyer in Maryland and Washington, D.C. every year since 2007. She has also been selected to the Best Lawyers in America list for her work in Trusts & Estates each year since 2014. In 2013 Paula was interviewed on Executive Leaders Radio for a piece on Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area.

Paula has been directly involved in the shaping of Federal retirement plan and employee benefits law. She has testified on multiple occasions before Congressional Committees, including the Senate Finance Committee and the House Ways and Means Committee, on such topics as “Private Retirement Plans and Oversight of the Internal Revenue Service,” “Pension Access and Simplification Issues,” “Cross-Tested Retirement Plans,” “Impact of Capital Gains Taxes on Business Owners,” “Increasing Savings for Retirement” and “Enhancing Retirement Security.” Paula has worked closely with key members of Congress with respect to most of the major pieces of legislation affecting retirement plans. She has participated in numerous roundtable discussions held by the White House on health care issues, the House Small Business Committee and the U.S. Small Business Administration Chief

Counsel of Advocacy on retirement plan issues. In 1986, she was elected at the Maryland State Conference to serve as a delegate to the White House Conference on Small Business. She was subsequently appointed to serve as one of 11 National Commissioners of that year’s White House Conference on Small Business. She chaired the Payroll Costs session, which covered qualified retirement plans, employee benefits and social security, among other issues. In 1995, Paula was appointed by the White House to serve as a Presidential Delegate at that year’s White House Conference on Small Business. In that capacity, she was instrumental in drafting and promoting many of the recommendations in the tax and employee benefits area, which were included in the top 20 recommendations voted out of that conference.

Paula was appointed by the Majority Leader of the United States Senate, the Honorable Trent Lott, to participate in the 1998 National Summit on Retirement Income Savings. Since 2003, she has served as a member of the IRS Determination Letter Liaison Group.

About Paley Rothman: Founded in 1972 in Montgomery County, Paley Rothman has earned a reputation as one of the leading law firms in the region. Paley Rothman is known for its high quality legal services and sophisticated practices. The firm has developed a loyal base of clients who appreciate Paley Rothman’s competitive pricing, efficiency, collegiality and knowledge. Yet at the same time, our growth reflects a cutting-edge knowledge of the law and a sophistication that makes us as worldly as our downtown D.C. colleagues when it comes to handling the most complex business or individual legal matters.

The fact that we are a mid-sized firm benefits our clients. We operate in a cost-efficient manner with lean staffing and the highest level of personal and attentive service. Our clients know that they are important to us and that we strive to understand what they want and need in any given engagement. We work hard at the outset of a relationship and throughout different phases of every matter to understand our clients' goals and objectives, and we strive to attain each of them. We provide value to our clients through efficient management of client matters, and a collaborative approach that not only gives an added benefit of using our collective proficiency, but assures the appropriate allocation of resources at every stage.

Paley Rothman’s website may be viewed at http://www.paleyrothman.com.

Please Join Us At:

The Centre Club Tampa
123 S. Westshore Boulevard, 8th Floor
Tampa, FL 33609

Agenda:

Networking–5:30 p.m.
Dinner–6:00 p.m. and Speaker– 6:20 p.m.

RSVP no later than Wednesday May 9, 2018

This email address is being protected from spambots. You need JavaScript enabled to view it.

813.313.6278

We look forward to seeing you at our upcoming meeting and please contact me if you have any additional questions.

Sincerely,

David M. Montgomery, CPFA, AIF, CRPS
First Vice President

 

P.S. If you have not already done so, please renew your annual membership for the 2017/2018 season by going to www.fwcebc.org.


Past Events

Date Speaker Topic Title Company Contact
February 2018 Lisa Germano What Is In An RFP President and General Council   This email address is being protected from spambots. You need JavaScript enabled to view it.
January 2018 Linda R. Mendel Group Health Care Challenges Of Counsel Vorys, Sater, Symour and Pease LLP  
October 2017 Thomas E. Clark, Jr. Current Trends in ERISA Litigation Partner The Wagner Law Group This email address is being protected from spambots. You need JavaScript enabled to view it.
September 2017 Steve Kraus Update on the New Fiduciary Rule Shareholder Carlton Fields This email address is being protected from spambots. You need JavaScript enabled to view it.
May 2017  Michael J. Dullaghan Millennial Money – Engaging the Millennial Participant Population Investment Specialist, DC Plans Putnam Investments This email address is being protected from spambots. You need JavaScript enabled to view it.
April 2017 Annual Educational Workshop
 1. Chatrane Birbal 1. The 115th Congress and the Trump Administration: The Washington Outlook for HR Public Policy 1. Senior Advisor, Government Relations  1. Society for Human Resource Management  
 2. Tim Kastrinelis 2. FMLA Administrative, Compliance & Workplace Productivity
Management
2. Senior Vice President  2. Liberty Mutual  
 3. Don Trone, GFS 3. Behavioral Governance: Applying Neuroscience to Amplify Fiduciary Metrics" 3. Co-founder & CEO 3. 3ethos   
 4. Kelly Davis, AIP 4. Wellness Rules and Regulations 4. Benefit Client Advocate 4. Bouchard Insurance  
 5. Felix Okwaning Jr., FSA, EA 5. DC Optimization 5. Vice President 5. Prudential Financial  
March 2017     Brian McNulty Health Plan Cost Containment Strategies and Trends S.E. Region Employee Benefits Practice Leader

USI Insurance Services, LLC

 
February 2017 Heidi LeMieur, C(k)P Washington Retirement Update:  Ahead of the Trends DCIO Senior Consultant Retirement Learning Center, LLC  
January 2017 Kelly Davis, AIP The Future of Health Insurance and Compliance Benefit Client Advocate Bouchard Insurance  
December 2016 MEMBER'S HOLIDAY PARTY
November 2016 David N. Levine DOL Enforcement for Plan Providers and Plan Sponsors: Where Does it Go Next? Principal Groom Law Group  
October 2016 Dr. Mark Bush Health and Welfare Issues Facing Employers Program Director for the Bachelor's in Health Service Administration University of Central Florida  
September 2016 Gail Buckner Social Security: Key Concepts & Sophisticated Strategies to Help Maximize Benefits. Vice President and National Financial Planning Spokesperson Franklin Templeton  
May 2016 Lisa Power Cyber Liability - Network Security and Privacy Florida Branch Manager AIG This email address is being protected from spambots. You need JavaScript enabled to view it.
April 2016 Annual Educational Workshop 
Pam Perdue ERISA and Employee Benefits 20 Years From Now – Laying the Groundwork Today Partner Summers Compton & Wells, LLC  
Heidi Braren-Walsh Welfare & Fringe Benefit Plan Compliance President Braren-Walsh & Associates, Inc.  
Michael Rosenbaum Best Practices for Retirement Plan Committees and Potential Impact of Pending DOL Fiduciary Rules Partner Drinker Biddle & Reath, LLP  
Jenifer A. Cromwell ‘Everything Old is New Again’ or Why We’re Talking about HIPAA Today Partner Bredhoff & Kaiser, P.L.L.C.  
Ann Schleck Get Credit for the Value You Deliver to Your Plan Sponsor Clients President Ann Schleck & Company  
March 2016 Joan Neri 2016 Fiduciary Hot Topics Counsel Drinker Biddle & Reath LLP This email address is being protected from spambots. You need JavaScript enabled to view it.
February 2016 E. Thomas Foster Jr. Retirement Readiness & The Bottom Line National Spokesperson MassMutual Retirement Services This email address is being protected from spambots. You need JavaScript enabled to view it.
January 2016 Susan P. Luskin Welfare Benefit 5500 Filings - What's New and How To Comply President Diversified Administration, Inc. This email address is being protected from spambots. You need JavaScript enabled to view it.
December 2015 MEMBER'S HOLIDAY PARTY
November 2015 Glenn A. Dial Target Date Fund Glidepath Optimization: Creating Participant Income Reliability in Retirement Managing Director - Head of Retirement Strategy Allianz Global Investors This email address is being protected from spambots. You need JavaScript enabled to view it.
October 2015 Jean A. Young How America Saves 2015 Senior Research Analyst Vanguard Center for Retirement Research This email address is being protected from spambots. You need JavaScript enabled to view it.
September 2015 Brian T. Kench, PhD Economic Indicators to Watch:  October 2015 Update Dean, College of Business University of New Haven This email address is being protected from spambots. You need JavaScript enabled to view it.
May 2015 Brian Furgala, Esq., CPC, QPA IRS Correction Programs - Being the Plan's MacGyver Shareholder and Employee Benefits Attorney GrayRobinson, PA This email address is being protected from spambots. You need JavaScript enabled to view it.
April 2015 Annual Educational Workshop
1. Lawrence H. Thompson 1. What to Expect in a DOL ERISA Investigation:  From Appointment to Closing 1. Deputy Regional Director 1. Employee Benefits Security Administration (EBSA), United States Department of Labor (USDOL)  
2. Joel Bennett 2. LeadWell, LiveWell:  The Key Role of Management in your Wellness Programs 2. President 2. Organizational Wellness & Learning Systems (OWLS)  
3. Jeffrey M. Petrone, AIF 3. Industry Trends and Best Practices for Retirement Plan Management 3. Managing Director 3. SageView Advisory Group  
4. Maxine J. Moore 4. What to Expect From a Health Plan Investigation 4. Senior Advisor - Health Investigations 4. Employee Benefits Security Administration (EBSA), United States Department of Labor (USDOL)  
5. Jason C. Roberts, Esq. 5. Hiring Service Providers:  Tips & Traps for ERISA Plan Fiduciaries 5. CEO of PRI; Partner of RLG 5. Pension Resource Institute, LLC and Retirement Law Group, PC.  
March 2015 Jason Block, MD, MPH Working for Wellness:  From Cafeterias to Financial Incentives General Internal Medicine Physician/Assistant Professor and Associate Director of the Obesity Prevention Program of the Department of Population Medicine Harvard Medical School/Harvard Poilgrim Health Care Institute This email address is being protected from spambots. You need JavaScript enabled to view it.
February 2015 Kent O. Peterson Retirement plan fiduciary issues Director of Investment Services & Senior Associate Actuary Securian Financial Group This email address is being protected from spambots. You need JavaScript enabled to view it.
January 2015 Jeremy Stempien No Portfolio is an Island Director of Investments - Retirement Solutions Group Morningstar Investment Management This email address is being protected from spambots. You need JavaScript enabled to view it.
December 2014 MEMBER'S HOLIDAY PARTY
November 2014

Shelby C. George, JD, CEBS

"A Holistic Approach to Benefits: Managing Plan Failure Risk

Practice Leader

Manning & Napier

This email address is being protected from spambots. You need JavaScript enabled to view it.

(585) 325-6880

October 2014

Don A. Mazursky

Health Care Reform

Founder & Managing Partner

Mazursky Constantine, LLC

This email address is being protected from spambots. You need JavaScript enabled to view it.

(404) 888-8840

September 2014

Rennie Worsfold

Help in DC Plans

VP National Sales Manager

Financial Engines

 

May 2014

Aleya Henderson

What to Expect in an EBSA Audit

Supervisory Beneftis Advisor

U.S. Department of Labor

 

April 2014 Nevin Adams Key Note - A Retirement Crisis or a Crisis of Confidence Director, Education & External Relations
Director ASEC, Co-Director EBRI CRI
EBRI Center for Research on Retirement Income (202) 775-6329 | This email address is being protected from spambots. You need JavaScript enabled to view it.
Travis Klavohn An Inside Look into Health Care Consumers Director of Consumer Health Solutions Benefit Wallet a Xerox Solution (770) 916-4152 | This email address is being protected from spambots. You need JavaScript enabled to view it.
David S Rosner The Post-DOMA World - The Windor Decision's Impact on Retirement Plans & Other Benefit Plans   Ogletree Deakins Nash Smoak & Stewart PC (202) 263-0164 | This email address is being protected from spambots. You need JavaScript enabled to view it.

Kevin Brooks

The Role of an Effective Comminications Strategy in Driving Employee Engagement in Health and Wellness

VP, Integrated Marketing - Consumers Solutions Group

Optum - Consumer Solutions Group

This email address is being protected from spambots. You need JavaScript enabled to view it.

Gregory C Braden The Latest and Greatest in ERISA Litigation Partner Morgan Lewis & Bockius, LLP (202) 739-5217 | This email address is being protected from spambots. You need JavaScript enabled to view it.
March 2014

 Steven G Schaffer

 ESOPs; A benefit plan that works for owners and employees

 Attorney Steven G. Schaffer, Bryan Cave LLP  
February 2014

Janice Wegesin

Form 5500 and Other Filing Updates

President

JMW Consulting

 
January 2014

Allison Ullman

Tax-advantaged Funding Vehicles under the Affordable Care Act

 Council

Crowell & Moring LLP

 
December 2014 MEMBER'S HOLIDAY PARTY
November 2013

Neil Quinn

The Employer's New Clothes: Workplace Wellness in the 21st Century

 Vice President /Director

The Oswald Companies

 
October 2013

Brodie Wood

Commitment to Outcome: New Realities in Not-for-Profit Retirement Benefits

 Vice President

Transamerica Retirement Solutions

 
September 2013

Rob Austin, FSA, EA

Behavorial Economics: How Irrational Decision Making Impacts Retirement

 FSA, EA

Aol Hewitt

 
May 2013

Fred Stewart

Industry Update on Target Date Funds & the Latest Trends for Plan Sponsors

 

Performance Evaluations, Inc.

 
April 2013

Annual Educational Workshop:

  1. Stephen Mason, President and CEO
  2. Andrea Powers, Counsel
  3. Brian Pinheiro, Partner
  4. Brian Kench, Professor and Consultant
  5. Debbie Harrison, Senior Manager, Public Policy

 

 

  1. Healthcare Industry and Healthcare Reform
  2. Helping Businesses Navigate thru Healthcare Reform
  3. Fiduciary Best Practices in 401(k) and 403(b) Plans
  4. Economic Indicators to Watch:  April 2013 Update
  5. Employer-Sponsored Health Coverage and the Affordable Care Act:  Perspectives on Future Health Plan Design and Compliance Strategies
 
  1. Baycare Health System
  2. Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
  3. Ballard Spahr, LLP
  4. The University of Tampa
  5. National Business Group on Health
 
April 2013

Phyllis Borzi, Assistant Secretary of Labor

What to Expect from the DOL:  Regulatory and Enforcement Priorities Affecting Pension and Health Plans

 Assistant Secretary of Labor

Employee Benefits Security Administration

 
February 2013

Glenn Carnathan

A State of the Union on Retirement Readiness:  Why is the needle not moving?

 Regional Benefits Consultant

Financial Soundings, LLC

 
January 2013

Linda Mendel

Employer Pay or Play Penalties:  What’s Your Plan?

 Councel

Vorys, Sater, Seymour and Pease LLP

 
November 2012

Jean Young

How America Saves - 2012

 Senior Research Analyst

Vanguard’s Center for Retirement Research

 
October 2012

Janice McClendon

Healthcare Reform and Election Implication

 Professor of Law

Stetson University of Law

 
September 2012

Andrew Ferguson

Cash Balance Plan Design Alternatives:  Maximizing Pre-Tax Contributions

 FSA, EA

Altman Cronin