Upcoming Events:
Dinner Meeting
The next dinner meeting for the Florida West Coast Employee Benefits Council 2023-2024 season will be on September 19, 20, or 26 2022. We will secure the date as soon as we secure a speaker.
We will soon accept renewals and new members for the 2023-2024 season.
Workshop
Info coming soon.
Past Events
Date | Speaker | Topic | Title | Company | Contact |
May 2022 | Christopher F. Terrigino and Dennis Paleveda | Audit process for employee benefit plans | Rivero, Gordimer & Company | ||
February 2022 | Glenn Dial | Retirement Income Options and employee considerations inside 401(k) plans | American Century | ||
January 2022 | Buck Blanton | What is the DOL looking for in an investigation. | Pensionmark | ||
November 2021 | Chris Cavaliere | 2021 Employment Law Update (and How they Impact Your Benefits.) | Partner | Shumaker | |
October 2021 | Lisa Ann Scalia | What happened to 2020 & 2021? How to prepare for 2022 | |||
September 2021 | Tim Parker: | How Ransomware Works | |||
June 2020 | Webcast: COVID-19 Market Impact Analysis: What Plan Sponsors Need To Know | ||||
February 2020 | Finding Fresh Business Models in Retirement | ||||
January 2020 | EBSA Investigations | ||||
November 2019 | How America Saves | ||||
September 2019 | Bill Kline | The Future of Plan Governance | |||
April 2019 | David Cowart | Real Choices Employers Make; Watching ERISA Work | |||
March 2019 | Dannae Delano | Innovations in Welfare Plan Design | The Wagner Law Group | ||
January 2019 | Paul Vitchock | Cyber Threat Landscape | Supervisory Special Agent | FBI | |
November 2018 | Fred Barstein | Understanding DC Plan Mega Trends and DC Market Dynamics | Founder & CEO | The Retirement Advisor University | |
October 2018 | Phyllis C. Borzi | Health Care Cost Challenges for Employer-Sponsored Plans While the ACA Is Under Attack | |||
September 2018 | Stacey Tovrov | The Future of Indexing | Vice President and Investment Strategist | BlackRock | |
May 2018 | Paula Calimafde | Legislative Developments, Including Tax Reform | Principal | Paley Rothman | This email address is being protected from spambots. You need JavaScript enabled to view it. |
April 2018 | Annual Education Workshop | ||||
1. Rick Grafmeyer | Washington Update | Partner | Capitol Tax Partners | ||
2. Bruce J. McNeil | A New Sheriff In Town (The Tax Cuts & Jobs Act and NQDC) | Partner | The Wagner Law Group | ||
3. Matthew Jackson | Cyber Liability Insurance: New Concerns and New Protections | Senior Vice President | Segal Select Insurance | ||
4. Russell L. Hirschhorn | How to Avoid ERISA Litigation | Partner | Proskauer | ||
5. Amber Griffith | Developing a Compelling Experience for the Future of Work | Principal | Mercer | ||
March 2018 | Ted Schmelzle | Emerging Liability of Recordkeeper Fee Arrangement Under New DOL Rules | Director of Plan Sponsor Services | Securian Financial | This email address is being protected from spambots. You need JavaScript enabled to view it. |
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 |
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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 |
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May 2014 |
Aleya Henderson |
What to Expect in an EBSA Audit |
Supervisory Beneftis Advisor |
U.S. Department of Labor |
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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. |
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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 |
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January 2014 |
Allison Ullman |
Tax-advantaged Funding Vehicles under the Affordable Care Act |
Council |
Crowell & Moring LLP |
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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 |
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October 2013 |
Brodie Wood |
Commitment to Outcome: New Realities in Not-for-Profit Retirement Benefits |
Vice President |
Transamerica Retirement Solutions |
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September 2013 |
Rob Austin, FSA, EA |
Behavorial Economics: How Irrational Decision Making Impacts Retirement |
FSA, EA |
Aol Hewitt |
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May 2013 |
Fred Stewart |
Industry Update on Target Date Funds & the Latest Trends for Plan Sponsors |
Performance Evaluations, Inc. |
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April 2013 |
Annual Educational Workshop:
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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 |
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February 2013 |
Glenn Carnathan |
A State of the Union on Retirement Readiness: Why is the needle not moving? |
Regional Benefits Consultant |
Financial Soundings, LLC |
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January 2013 |
Linda Mendel |
Employer Pay or Play Penalties: What’s Your Plan? |
Councel |
Vorys, Sater, Seymour and Pease LLP |
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November 2012 |
Jean Young |
How America Saves - 2012 |
Senior Research Analyst |
Vanguard’s Center for Retirement Research |
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October 2012 |
Janice McClendon |
Healthcare Reform and Election Implication |
Professor of Law |
Stetson University of Law |
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September 2012 |
Andrew Ferguson |
Cash Balance Plan Design Alternatives: Maximizing Pre-Tax Contributions |
FSA, EA |
Altman Cronin |