Louisville Employee Benefits Council

LEBC Monthly Meeting - April 2019
2019-04-09 11:30 - 13:00 UTC | KY
“Mergers & Acquisitions: How to Turn M&Ayhem Into M&Agnificent”

Presented by:
Ilene H. Ferenczy, J.D., CPC, APA
Managing Partner Ferenczy Benefits Law Center
Atlanta, GA
BIO
Ilene Ferenczy advises clients on all types of employee benefit plans, particularly focusing on qualified retirement plans, benefits issues in mergers and acquisitions, and advising third-party administrators on technical and practice issues. Having become an attorney after more than ten years as a third-party administrator, she brings a unique and practical approach to her advice. She is a member of the State Bars of Georgia and California, and holds designations as a Certified Pension Consultant from the ASPPA and Accredited Pension Administrator from NIPA. Ms. Ferenczy is the 2007 recipient of ASPPA’s Educator of the Year Award, and the 2017 recipient of NIPA’s Excellence in Education Award.
Ilene is a nationally known speaker on benefits issues, and has authored more than 100 articles for publications such as the Journal of Pension Benefits, The 401(k) Advisor, and the ASPPA Journal (now The Plan Consultant). Her book, Employee Benefits in Mergers and Acquisitions, an Aspen publication, is now in its 17th edition. Ms. Ferenczy is a past adjunct professor in the College of Law at Georgia State University in Atlanta, Georgia, and on the Employee Benefits Advisory Board of the John Marshall Law Center for Tax Law and Employee Benefits in Chicago, Illinois.

LEBC Monthly Meeting - March 2019
2019-03-12 11:30 - 13:00 UTC | KY
“Navigating Social Security & Medicare”

Presented by:
Kay Tong
The Social Security Administration
Louisville, KY
Kay Tong – BIO
Kay is the KY Area Public Affairs Specialist. Kay has been with the Social Security Administration for 18 years. She is out-stationed here in Louisville, KY at the Social Security office located in downtown Louisville at the Gene Snyder Federal Courthouse.

LEBC Monthly Meeting - February 2019
2019-02-12 11:30 - 13:00 UTC | KY
“2019 Economic Update”
Presented by:
Dr. Francis E. Raymond
Associate Dean of the Rubel School of Business
Bellarmine University
Dr. Raymond is a Professor of Economics, MBA Director, and Associate Dean of the Rubel School of Business at Bellarmine University. He served as chair of the Department of Finance and Economics for 12 years. He received his BA in Mathematics at The College of the Holy Cross in Worcester, Massachusetts, his MS in Mathematics at the University of North Carolina, Chapel Hill, and his PhD in Economics at Indiana University – Bloomington. His research and teaching focus on issues in international development, macroeconomics and econometrics. He has most recently coordinated student consulting projects with Schneider Electric, Sortino Advisory Partners, Papa Johns, Louisville Urban League and Brown Forman. In addition, he has multiple publications, following are a few of his most recent:

“The Aplia Math Assessment Scores and Introductory Economics Courses: An Analysis,” with M. McCrickard, A. Raymond and H. Song, Journal of Business and Educational Leadership, 8(1), Fall 2018.
“A Modern Validation of Hotelling’s Rule,” Theoretical Economics Letters, 7, December 2017.
“Voluntarily Relinquishing Private Property Rights: The Existence of Risk-Pooling Equilibria when facing Environmental Uncertainty,” with B. W. Raymond, Theoretical Economics Letters, 5, 2015
“Creating a Relevant and Beneficial Capstone Experience in Economics,” with A. Deck and M.J. McCrickard, Journal of Business and Behavioral Sciences, Fall 2013.
“Immiserizing Credit: Challenging the Efficacy of Microfinance,” with J.Q. Adams, Modern Economy, 4(8), August 2013.
Understanding Economic Analyses and Techniques for MBAs, with E.G. Dolan, 4th edition, BVT, Redding, CA, 2013.

Dr. Francis E. Raymond
Bellarmine University
Rubel School of Business

January 2019 - Monthly Luncheon
2019-01-08 11:30 - 13:00 UTC | Hyatt Regency
“The Current CyberSecurity Landscape”
Presented by:

Milton Bartley, Co-Founder
President & CEO
ImageQuest
Milton Bartley is one of Nashville’s most recognizable business leaders. From serving as a combat leader in the United States Army to launching an IT services company, his drive to achieve has led him to the fulfillment of a better life for himself and his family. In 2007, Milton co-founded ImageQuest, and it quickly became one of the fastest growing regional technology companies. In the past, Milton has been included in the MSPMentor Top 250, recognizing the world’s top managed services provider (MSP) executives, entrepreneurs and experts. Milton believes “It takes a team of committed individuals to build and grow a business in today’s world of rapidly changing technology.”

LEBC 2018 Holiday Luncheon - Please RSVP
2018-12-11 11:30 - 13:00 UTC | KY
Annual Holiday Luncheon
Please join us for our annual holiday luncheon. This is a great opportunity to share conversation with other employee benefit practitioners. Your attendance is important as we also will hold a vote on the new Executive Committee.
We hope you will join us and perhaps bring a guest who is curious about or considering membership.

Hyatt Regency
Tuesday, December 11th
11:30 – 1pm

November LEBC Monthly Meeting
2018-11-13 11:30 - 13:00 UTC | KY
“Evolving Trends and Strategic Value of Voluntary Benefits”
Presented by:
Michael J. Thompson
Principal
Mercer (Atlanta, GA)
Michael Thompson is Mercer’s Voluntary Benefits Practice Leader in the Southeast U.S., headquartered out of Atlanta, GA. Mr. Thompson’s primary responsibility is to further clients’ and consultants’ awareness of the strategic importance of voluntary benefits and to steward accelerated growth of the voluntary segment. Mr. Thompson has more than 25 years of experience in the insurance segment with expertise in all lines of distribution. He has a proven record of strategic planning and tactical execution, both domestically and internationally, which has consistently improved the financial, marketing, and operational performance of the organizations with which he has worked.
His previous roles include Global Vice President of voluntary benefits for AIG’s’ Life Companies out of Hong Kong; Global Vice President of Corporate development for Aon’s Life Companies; Managing Director of Aon’s Latin American Life & Health Companies; and Senior Vice President of United Family Life Insurance Company, an Assurant Company. Mr. Thompson served as an expatriate executive around the world for nearly 14 years and holds a BA in Economics from the University of Georgia and an MBA from Georgia State University.

RSVP Reminder - October Health & Welfare Sub-Council Meeting
2018-10-23 12:00 - 13:00 UTC | KY
October Health & Welfare Sub-Council Meeting
“A Discussion about HIPAA Privacy and Security”
HIPAA Training for those in HR who handle protected health information as part of their job and who should have training in HIPAA as part of their compliance obligations.
Presented by: Carl Lammers, Frost Brown Todd, LCC
Where: Swag Restaurant – Hyatt
When: Tuesday, October 23rd, 12pm – 1pm
Learn more about Carl here.

October LEBC Monthly Meeting
2018-10-09 11:30 - 13:00 UTC | KY
“Panel Discussion – Perspectives on Conducting an Effective RFP”
Panelists:
Alison M. Stemler
Member
Frost Brown Todd LLC
Laura Stallard, CPA
Owner
Laura Stallard CPA, LLC
Larry Vignola
Managing Partner
StableTwo Financial

September LEBC Monthly Lunch Meeting
2018-09-11 11:30 - 13:00 UTC | KY
“Current Trends in ERISA Litigation / Service Provider Fee Disclosures”
Presented by:
Bradford Campbell
Partner
Drinker Biddle & Reath, LLP
Mr. Campbell advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions. A nationally-recognized figure in employer-sponsored retirement plans. Brad is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration.
As ERISA’s “top cop” and primary federal regulator, he provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. In addition, he testified before three Congressional Committees regarding the effects of the Department of Labor fiduciary regulation.
A special thanks to Brandon Shea of T. Rowe Price Investments for sponsoring Brad for the LEBC September monthly meeting.

June Sub Council Meeting - Health & Welfare
2018-06-26 12:00 - 13:00 (America/Kentucky/Louisville) | Sway Restaurant at Hyatt Regency, 311 S 4th Street, Louisville, KY, 40202, United States
Mercer’s National Survey of Employer-Sponsored Health Plans
Presented by:
Patrick C. Baker, Principal
Mercer Health & Benefits LLC

Please read : Patrick’s Bio

2018 June Monthly Luncheon
2018-06-12 11:30 - 13:00 UTC | Hyatt Regency
“Fiduciary Updates”

Andrew L. Oringer – Partner (Tentatively Scheduled)
Dechert, LLP.
New York City, New York
Andrew L. Oringer is co-chair of Dechert’s ERISA and Executive Compensation group, and leads the firm’s national fiduciary practice in New York. He counsels clients on their employee benefit plans and programs, benefits-related tax matters and fiduciary issues arising in connection with the investment of employee benefit plan assets.
Mr. Oringer’s practice includes advising clients regarding ERISA and employee benefits generally, including 401(k) and other retirement plans as well as medical and other welfare plans. His advice to clients encompasses all aspects of corporate transactions and initial public offerings in which benefits and compensation issues play a central part. He regularly counsels financial institutions and plan fiduciaries regarding investments, and has been instrumental in designing complex investment structures to address difficult ERISA issues.
Mr. Oringer advises clients with respect to the design and implementation of arrangements relating to executive compensation, including stock option and other equity-based arrangements. His practice extends to the representation of employers and executives in the negotiation of executive employment and termination agreements.
Nationally known for his experience with ERISA and matters relating to executive compensation, Mr. Oringer is a frequent speaker and writer on a wide variety of topics. His written work includes the chapter on Releases in the Section 409A Handbook, and the chapter on Investment Funds and ERISA in ERISA Fiduciary Law. Publications including The Wall Street Journal, The New York Times, The Financial Times, Crain’s Pensions & Investments, Newsday, USA Today and The Chicago Sun Times have quoted him in articles on employee benefits issues. He has authored, co-authored or contributed to numerous bar comment letters and reports to regulators on both fiduciary and compensation issues, and has testified at the request of Congress regarding certain proposed Department of Labor regulations.
Mr. Oringer holds leadership roles for the American Bar Association and the New York State Bar Association and is on the advisory boards for a number of leading publications covering ERISA and executive compensation. He also teaches ERISA as an adjunct professor and in other educational settings.
Several major legal directories have recognized Mr. Oringer as a leading lawyer, including Chambers USA (2005-2017), The Legal 500 (2014-2017), The Best Lawyers in America (2006-2017), New York Super Lawyers (2006-2017, including repeated listings among New York City’s Top 100 lawyers across all practice areas) and the Practical Law Company’s Labour and Employee Benefits Cross-Border Handbook (2007, 2010-2012).

2018 Day at the Downs
2018-05-18 11:30 - 17:00 UTC | Churchill Downs, 700 Central Avenue, Louisville, KY, 40208, United States
Come join us for one of the best events offered by LEBC !
This is a fantastic opportunity to socialize and kick back with your benefit practitioner peers.
LEBC Members receive 1 ticket for the event. Additional tickets for Guests may be purchased.
Guests are always welcome and encouraged. Tickets are $60 each and are non-refundable.
Gates open at 11:30 am with the First Post at 12:45.
Lunch is served from the Chef’s Table Buffett from 11:30am – 2:30pm
Attendees will also receive a Racing Program and $10 Downs Dollars to purchase a cocktail of choice (optional)
We will be in the Millionaire’s Row 4th Floor this year for optimized seating arrangements.
Free Parking will be available by Gate 10. Follow the signs for the Millionaire’s Row 4th Floor. A map is provided below:

2018 April Monthly Luncheon
2018-04-10 11:30 - 13:00 UTC | Hyatt Regency
Bret Hamlin
Attorney / Shareholder
Hill Ward Henderson
Bret is a Shareholder in the firm’s Executive Compensation & Employee Benefits Group. He practices primarily in the areas of employee benefits, deferred compensation and trusts. Prior to entering the private practice of law, he provided plan design and consulting, third-party administration and investment, as well as retirement plan education services for clients.
Bret represents large, medium and small employers with respect to many employee benefit matters, including both single employer and multiple employer qualified retirement plans, deferred compensation and welfare benefit plan matters. A significant portion of his practice involves plan compliance, ERISA fiduciary best practices and plan corrections under IRS and Department of Labor compliance resolution programs. He also represents clients with respect to IRS plan examinations and Department of Labor plan investigations.
Bret is an active member of the Employee Benefits Committee of the Tax Section of Taxation of the American Bar Association, the Tampa Bay Pension Council, the Florida West Coast Employee Benefits Council, and the National Association of Professional Employer Organizations (NAPEO). He is also a past President of the Florida West Coast Employee Benefits Council.
Bret frequently speaks to both professional groups and plan sponsor groups regarding a variety of employee benefit topics.
Bret is active in a number of community and civic organizations. He devotes a great deal of time to United States Masters Swimming and its local and regional affiliates.

2018 March Sub Council - Retirement Plans
2018-03-20 12:00 - 17:00 UTC | KY
“Key Trends in Retirement Plans”
Presented by:
Lawrence N. Vignola
Managing Principal/Owner
Stable Two Financial LLC
This presentation will provide an overview of a number of key trends impacting retirement plans, followed by a more in-depth look at fee benchmarking and the evolution of how companies pay for plan administration.
Larry is the Managing Principal/Owner of Stable Two Financial LLC, a registered investment adviser that is dedicated to improving the performance of institutional retirement plans. Prior to acquiring Stable Two Financial, Larry spent thirteen years with Fidelity Investments in a variety of roles including Senior Vice President of Client Relationship Management, SVP Marketing/Product Management, and SVP-National Sales Manager.
Before his tenure with Fidelity, Larry served in a variety of field and home office roles within the retirement and employee benefits divisions of Aetna Financial Services, including Assistant Vice President of Guaranteed Products for Aetna Capital Management, and Director of Product Management for Aetna’s full service defined contribution products.
Supplementing his work with Stable Two Financial, he has been a periodic speaker at Cincinnati Bar Association Employee Benefit Committee events on topics such as fee disclosure and due diligence process design. He was also a panelist for two years on a national webinar for attorneys focused on trends in retirement plan revenue sharing, prudent due diligence processes, and alternative pricing strategies.
Larry has also focused on supporting his community and is currently a member of the Board of Trustees for Cincinnati Playhouse in the Park where he is a past Chair and President of the Board. His prior affiliations include: Trustee of the Contemporary Arts Center (Board Vice President); member of the Junior League of Cincinnati’s Community Advisory Council; a member of the Executive Cabinet of the 2009 Fine Arts Fund Campaign and an ex officio member of the Board of ArtsWave.
He received his B.S. degree in Marketing from Florida Southern College, his Executive Certificate in Financial Planning from Xavier University, and currently holds FINRA Series 7, 22, 26, 63, and 65 licenses.

2018 March Monthly Luncheon
2018-03-20 12:00 - 17:00 UTC | KY
“The Current State of Multiple Employer Plans”
Presented by:
James Kais
Senior Vice President/Managing Director
Transamerica Retirement Solutions LLC
Jim Kais brings knowledge, passion, and over two decades of retirement services experience to his role as senior vice president and managing director for Transamerica Retirement Solutions. Since joining Transamerica in 2006, he has led successful sales, product, and strategy efforts that focus on defined benefits, multiple employer plans (MEPs), third-party administrator (TPA)/3(16) distributions, not-for-profits, the Retirement Plan Exchange®, Taft-Hartley, Davis-Bacon/Prevailing Wage, prospect development, and affinity markets. In addition to retirement services, Jim possesses exceptional knowledge of the professional employer organization (PEO) business and operating models. He has testified in front of the Senate HELP committee, Senate Finance Committee and House Labor committee on coverage, pooled employer plans, state run plans and the fiduciary rule.

2018 March Monthly Luncheon
2018-03-20 12:00 - 17:00 UTC | KY
Open MEP & Exchanges
James Kais
SVP & Managing Director
Transamerica Retirement Solutions LLC
Jim Kais brings knowledge, passion, and over two decades of retirement services experience to his role as senior vice president and managing director for Transamerica Retirement Solutions. Since joining Transamerica in 2006, he has led successful sales, product, and strategy efforts that focus on defined benefits, multiple employer plans (MEPs), third-party administrator (TPA)/3(16) distributions, not-for-profits, the Retirement Plan Exchange®, Taft-Hartley, Davis-Bacon/Prevailing Wage, prospect development, and affinity markets. In addition to retirement services, Jim possesses exceptional knowledge of the professional employer organization (PEO) business and operating models. He has testified in front of the Senate HELP committee, Senate Finance Committee and House Labor committee on coverage, pooled employer plans, state run plans and the fiduciary rule.

2018 February Sub Council - Health & Welfare
2018-02-20 12:00 - 17:00 UTC | KY
“ERISA Litigation in Health & Welfare – A case by case conversion”
Presented by:
Benjamin J Evans
Partner
Bingham Greenebaum Doll, LLP
Learn more about Ben here.

Join us for lunch at the Hyatt’s restaurant Swag

RSVP Reminder: 2018 February LEBC Monthly Meeting
2018-02-20 12:00 - 17:00 UTC | KY
February 2018
Upcoming Events:

Monthly LEBC Meeting
Tuesday, February 13th, 2018
Hyatt Regency
11:30a to 1:00p
Please Select: RSVP HERE

TOPIC: “Global Market Outlook – 2018”

Presented By:
Jeffrey Kleintop, CFA

Chief Global Investment Strategist
Charles Schwab & Co. Inc.

Presentation Description:

Jeffrey Kleintop will focus on the surprises around the world that savvy investors need to watch out for as both opportunities and risks. He will discuss invaluable and simple tools for evaluating markets and present investment ideas focused specifically on the unique environment ahead.

BIO:

As Chief Global Investment Strategist at Charles Schwab, Jeffrey Kleintop analyzes and discusses international markets, trends and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services clients thorough written reports, video content, conference calls, webcasts and in-person events.
Kleintop is frequently cited in a range of national media outlets including the Wall Street Journal, The New York Times Barron’s and Financial Times, and he is a regular guest on high profile news networks including, CNBC, Bloomberg, Fox Business News, PBS and ABC News. Kleintop has been a featured or keynote speaker at dozens of industry events annually including the Barron’s TOP Financial Advisor Summit and the Financial Planning Association annual conference.
Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. Kleintop is the author of Market Evolution: How to Profit in Today’s Changing Financial Markets, which was published in 2006.
Kleintop earned his B.S. degree in Business Administration from the University of Delaware and received his M.B.A. degree from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA).

Monthly Luncheon meetings are the Second Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing.
Lunch will be served by 12:00pm
Speaker presentations begin at approximately 12:15pm
Meetings will normally conclude between 1:00pm – 1:30pm

Guests are always welcomed and encouraged to attend our monthly luncheon meetings for a cost of $40. Please add your guest on the RSVP form. In the event of a cancellation, you may contact the Membership Chair:

Stacey Huse

2018 February Monthly Luncheon
2018-02-20 12:00 - 17:00 UTC | KY
2018 Economic Update
Jeffrey Kleintop, Chief Global Investment Strategist
Charles Schwab & Co., Inc.
Jeffrey Kleintop is Senior Vice President, Chief Global Investment Strategist. In this role, he is responsible for analyzing and discussing international markets, trends and events to help U.S. investors understand their significance and financial implications. He provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients.
Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America.
Jeffrey is frequently cited in a range of national media outlets including The Wall Street Journal, the New York Times, Barron’s and Financial Times, and he is a regular guest on news networks including CNBC, Bloomberg, Fox Business News, PBS and ABC News. He has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference.
Jeffrey earned a Bachelor of Science degree in Business Administration from the University of Delaware and an M.B.A. from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA®) charterholder.

2018 January Monthly Luncheon
2018-01-21 12:00 - 17:00 UTC | KY
“Plan Sponsor Attitudes”
Joshua T. Jones
Vice President – Workplace Investing
Fidelity Investments

2018 January Meeting
2018-01-20 12:00 - 17:00 UTC | KY
“Plan Sponsor Attitudes”
Joshua T. Jones
Vice President

RSVP Reminder - January 2018 LEBC Monthly Meeting
2018-01-20 12:00 - 17:00 UTC | KY
January 2018
Upcoming Events:

Monthly LEBC Meeting
Tuesday, January 9th, 2018
Hyatt Regency
11:30a to 1:00p
Please Select: RSVP HERE

TOPIC: “2017 Retirement Plan Sponsor Attitudes”

Presented By:
Joshua T. Jones

Fidelity Investments

Presentation Description:

Retirement Plan Sponsors attitudes continue to evolve from year to year. Joshua will share the attitudes of today’s plan sponsor that were revealed in a recent study done by Fidelity Investments. Please join us for an insightful presentation on the needs and wants of today’s retirement plan sponsors.

Meeting Room
* Churchill Room (2nd Floor)

Parking

* Enter Hyatt Parking Garage from Jefferson Street and you will see the parking ticket machine on your left. Please bring parking ticket to meeting and we will attach a stamp to cover your cost of parking.
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Membership Dues – REMINDER

* If you haven’t sent in your membership dues please feel free to bring them to the January meeting or mail in by January 31st.

Monthly Luncheon meetings are the Second Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing.
Lunch will be served by 12:00pm
Speaker presentations begin at approximately 12:15pm
Meetings will normally conclude between 1:00pm – 1:30pm

Guests are always welcomed and encouraged to attend our monthly luncheon meetings for a cost of $40. Please add your guest on the RSVP form. In the event of a cancellation, you may contact the Membership Chair:

Stacey Huse

2018 January Monthly Luncheon
2018-01-20 12:00 - 17:00 UTC | KY
“Plan Sponsor Attitudes”
Joshua T. Jones
Vice President – Workplace Investments
Fidelity Investments

2017 Day at the Downs
2017-05-26 12:00 - 17:00 UTC | KY

2017 CE Event at the Downs
2017-05-26 08:30 - 12:00 (America/Kentucky/Louisville) | Churchill Downs, 700 Central Avenue, Louisville, KY, 40208, United States
BiographyIntroducing a NEW LEBC Event for 2017!!!
CE Event at the Downs– 9am to 12pm
As part of the Sub Council membership, we are pleased to offer this event. Sub Council members are encouraged to bring a guest who may be interested in joining LEBC or adding Sub Council to their membership renewal. For non-Sub Council Members and Guests looking for CE, this event is attractively priced at $65.

3 Hours of CE Credit

Doors open at 8am with registration beginning at 8:30am

Come hear 3 different industry experts:

David Whaley – Biography
Partner, Thompson Hine LLP
“Protecting Yourself from Legal Problems: Audits, Lawsuits & Insurance Issues”

Julie R. Pugh – Biography
Attorney, Graydon Head
“Leave of Absence-When, How and the Practical Application of Continuation of Benefits”

Joseph H Kramer –
Benefit Advisor, EBSA
“Work & Life Changes Require Health Choices”
“Taking the Mystery out of Retirement Planning and Retirement Solutions for Small Businesses”

Location
The event will be held in the Oaks Room on the 4th Floor.

2017 LEBC April Health & Welfare Sub-Council Meeting
2017-04-25 12:00 - 13:00 UTC | KY
TOPIC: “Mercer’s Annual Survey of Employer Health Plans”

Presented By:
Alex Tatman
Benefits Consultant
Mercer Inc.

Alex is an Associate in the Health business of the Louisville office with over 5 years of experience with Mercer. His primary responsibilities currently include: overall benefits strategy development; design, pricing, and monitoring of group health plans; advanced health care claim reporting and analytics; Absence, Disability and Life plan strategy development, renewals and marketing; and actuarial valuations for non-pension postretirement and post-employment benefit programs (e.g., per ASC 712 and 715).
He is a graduate of Coe College with a B.S. in Mathematics and Economics, where he was also a four year letterman in basketball.

2017 March Monthly Luncheon
2017-03-14 11:30 - 13:00 UTC | KY
“Update on Significant Qualified Plan Guidance”
Presented by:
Pamela D. Perdue, Esq.
Employee Benefits Attorney
Pamela D. Perdue, Esq. is an Employee Benefits Attorney practicing in St. Louis, Missouri. She is a Fellow of the American College of Employee Benefits Counsel and previously served on its Board of Governors. Ms. Perdue is a frequent writer and national speaker on the topic of employee benefits having made presentations for such organizations as the American Law Institute – American Bar Association; the Employee Benefits Institute; the Southern Federal Tax Institute; the Alabama Federal Tax Institute; the Tennessee Federal Tax Institute and numerous other organizations. She is listed in the Best Lawyers in American under the Employee Benefits Section (1995-2016).

She is the author of the book Qualified Pension and Profit Sharing Plans published by Thomson Reuters. She is also the author of the twice monthly Employee Benefits Newsletter published by RIA entitled “Pamela D. Perdue’s Pension & Benefits Update.”
Meeting Location
This month’s meeting will be on THE SECOND FLOOR of the Marriott in Bluegrass I & II. Click Here for a Map
Lunch Menu
Kentucky Lunch Buffet

2017 February Monthly Luncheon
2017-02-14 11:30 - 13:00 UTC | Marriott Hotel Downtown, 280 West Jefferson Street, Louisville, KY, 40202, United States
ERISA Litigation
Presented by:

David R. Godofsky, F.S.A.
Partner
Alston & Bird LLP
David Godofsky is a partner in the firm’s Employee Benefits & Executive Compensation Group, which was named “Law Firm of the Year” by U.S. News – Best Lawyers® for ERISA Litigation in 2016 and Employee Benefits (ERISA) in 2015 and 2017. He has a multidisciplinary practice that is unique in the United States. His ability to integrate legal analysis with cost, funding, administration and benefit design considerations is informed by his education and years of experience as an actuary and consultant. David is a member of a team of litigators who have represented several major employers in cutting-edge class action litigation and other “bet the company” litigation matters. He has represented clients before the Supreme Courts of Florida and Illinois, as well as U.S. district courts and state trial courts around the country. More
Meeting Location
This month’s meeting will be on THE FIRST FLOOR of the Marriott in SALON F. Please see the link for a map: Marriott Meeting_Salon F

Lunch Menu
Roasted Tomato & Basil Bisque w/ Ricotta Tortellini
Chicken Piccata, served with Parmesan Reggiano Risotto and Oven Roasted Tomatoes finished with a Lemon, Pinot Grigio Reduction
Madagascar Vanilla Bean Crème Brule

2017 January Monthly Luncheon
2017-01-10 11:30 - 13:00 UTC | Marriott Hotel Downtown, 280 West Jefferson Street, Louisville, KY, 40202, United States
Economic Update and Outlook
Presented by:
Jeffrey Schulze, CFA
Legg Mason – ClearBridge Investments
Director, Senior Portfolio Specialist

Room Location:
We will be in the Rose Meeting Room found on the 2nd level.
For a map of the second level, please click here.

Luncheon Menu:
Back Yard BBQ Buffet
Chipotle Chili w/ Warm Cornbread
Back Porch Torn Iceberg Salad w/ Cherry Tomatoes, Garden Peppers, Cucumbers, Carrots, and Country Ranch
Three Bean Salad
Loaded Potato Salad w/ Bacon, Cheddar, and Scallions
Broccoli Rabe
Bourbon BBQ Grilled Chicken
Slow Roasted Pork Shoulder over Molasses Bacon Beans
Grilled Steak w/ Sautéed Onions and Mushrooms
Farm House Cheddar & Macaroni Casserole
Grilled Corn on the Cob
Basil Strawberry Shortcake
Chocolate Peanut Butter Caramel
Fresh Mint Lemonade & Peach Tea

December 2016 Holiday Luncheon
2016-12-13 11:30 - 13:00 UTC | Marriott Hotel Downtown, 280 West Jefferson Street, Louisville, KY, 40202, United States
Annual Holiday Luncheon
Please join us for this wonderful event. This is a fantastic opportunity to share conversation with other employee benefit practitioners.
We hope you will join us and perhaps bring a guest who is curious about or considering membership.

Room Location: Filly Thoroughbred Click Here for a Map

Menu:
Kentucky Luncheon Buffet
Torn Lettuce Salad w/ Carrots, Blue Cheese, & Cherry Tomato served with Blue Cheese Dressing
Watermelon, Cucumber & Mint Salad with Lemon Vinaigrette
Warm Corn Bread w/ Honey Butter
Burgoo w/ Crispy Potato Skins
Hot Browns – Tomatoes, Turkey, Bacon, and Mornay Sauce served over Buttermilk Biscuits
Bourbon Braised Brisket w/ Mopping Sauce
Signature Smoked Fried Chicken w/ Hot Sauce Assortment and Maple Whipped Sweet Potatoes
Smothered Green Beans served with Onions, Kentucky Pride Ham Hock
***Chef’s Choice of Cheesecake and Chocolate Decadence Cake***
Freshly Brewed Regular Coffee, Decaffeinated Coffee, Premium Hot Teas, and Iced Tea
