Mail: info@fwcebc.org

Events

Upcoming Events: 

October 21, 2017

Dear Guest/Future Benefits Council Member:

The next dinner meeting for the Florida West Coast Employee Benefits Council will be held on Tuesday November 14, 2017.

If you or a client ever have to go through an IRS audit or DOL investigation you’ll want to be as prepared as possible. To help us understanding how to deal with these events we are delighted to have W. Waldan Lloyd, Shareholder at Durham Jones & Pinegar, share with us on the topic of “Dealing with IRS Audits/DOL Investigations”.

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.

If you would like to become a member for the 2017/2018 season, simply go to www.fwcebc.org and click on the “Join Us” tab at the top of the page.

Dinner

Iced Tea and Water
“Floribbean” Seasonal Greens Salad, Rolls & Butter
Boursin and Macadamia Nut-Crusted Mahi Mahi
Topped with Mango Salsa and Key Lime Butter
Pineapple & Mango Mouse Dessert
Coffee

If you would prefer the vegetarian option, please let me know when you RSVP. The vegetarian meal will be Quinoa-Stuffed Red Pepper, Chickpeas, Wilted Spinach & Cherry Tomato.

About the Speaker

W. Waldan Lloyd is a regular speaker and presenter at ABA Tax Section programs on employee benefits issues, as well as programs presented by the America Law Institute – Continuing Legal Education, the ABA Joint Committee on Employee Benefits, the Western Pension & Benefits Conference, and other groups.

Mr. Lloyd received his law degree from the University of Utah in 1974. He is admitted to practice before the Utah state and federal courts, the United States Tax Court and the Tenth and Eleventh Federal Circuit Courts of Appeals. He is a member of the Utah State Bar Association, the American Bar Association, the Utah State Bar Tax Section, the American Bar Association Sections on Taxation, Labor and Employment, and the ABA Taxation Section Employee Benefits Committee. He is a Charter Fellow of the American College of Employee Benefits Counsel and a current member of the ACEBC Long-Range Planning Committee.

He currently is immediate past chair of the Employee Benefits Committee of the ABA Section of Taxation, as well as past-chair and of the ESOP Subcommittee and the former co-chair of the Subcommittee on Fiduciary Responsibility and Litigation of the Employee Benefits Committee of the ABA Section of Taxation. He is a former member of the Joint Committee on Employee Benefits (JCEB) for the American Bar Association. He is a past director and president and a current steering committee member of the Western Pension and Benefits Conference (WB&PC), Salt Lake Chapter, a past member of the WP&BC Joint Program Committee, and was a co chair for the WP&BC 2002 annual meeting. He was a six year member of the EP:EO Council for the Dallas Key District of the Internal Revenue Service and chaired the Council for two years. In addition, he chaired the TE/GE Council for the Central Mountain Area of the Internal Revenue Service. He is a charter member and a past chair of the Pacific Coast Area TE/GE Council.

Mr. Lloyd is a shareholder in the firm of Durham Jones & Pinegar in Salt Lake City, Utah.

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 Thursday November 9, 2017
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
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