Louisville Employee Benefits Council

LEBC February 2023 – Monthly Meeting
2023-02-21 11:30 - 13:15 (America/Kentucky/Louisville) | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, February 21st

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm

Please Select: RSVP HERE
*Note headcount is due to restaurant 5 days in advance of meeting, please RSVP by February 15th if you can attend.
DOL Cybersecurity Best Practices
Nancy E. Evans, AIF®
Principal Financial Group
Director, Distribution – Retirement Solutions

As a Director of Retirement Solutions with Principal®, I provide investment, plan design and education services to financial professionals and plan administrative consultants in Indianapolis, Indiana.
My expertise includes working with corporate and tax-exempt organizations. I provide input on design of retirement programs, including 401(k), 403(b), 457, defined benefit, employee stock ownership (ESOP) and nonqualified plans.
Experience

25 years in the industry
Joined Principal April, 2020

Designations

AIF®, Accredited Investment Fiduciary
Series 6 & 63, Indiana Health, Life,
Variable Life & Annuities License

Education

BFA, Magna Cum Laude, University of RI
AS, Cum Laude, Mount Ida College

Monthly meetings are now the third Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm

Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Christine Koenig: ckoenig@dmlo.com

LEBC January 2023 – Monthly Meeting
2023-01-17 11:30 - 13:15 (America/Kentucky/Louisville) | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, January 17th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm

Please Select: RSVP HERE
*Note headcount is due to restaurant 5 days in advance of meeting, please RSVP by January 11th if you can attend.
ESOP Update
Philip J. Gutwein, II
Faegre Drinker
Partner

Phil Gutwein focuses his practice on employee benefits law. He helps employers and fiduciaries design plans, operate within tax and benefits regulations, structure executive compensation, manage benefits issues during transactions and resolve benefits-related disputes (ERISA and non-ERISA).

Phil represents selling shareholders, employers, trustees, third-party administrators and fiduciary ESOP committees regarding the structure, installation and administration of ESOPs, and counsels on the governance, sale and acquisition of ESOP-owned companies.
Monthly meetings are now the third Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm

Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Taylor Jolly: taylor.jolly@mercer.com

LEBC Happy Hour - December 8, 2022
2022-12-08 17:30 - 20:30 (America/Kentucky/Louisville) | Napa River Grill, 1211 Herr Lane, Louisville, KY, 40222, United States
Napa River Grill (1211 Herr Ln, Louisville, KY 40222)
Please join us Thursday, December 8th at Napa River Grill for an LEBC Social. We will have a private room reserved from 5:30 to 8:30. Don’t miss out:

Appetizer buffet
Open bar
Door prizes
Fun!

There will not be any formal programming at this event, just socializing. Please feel free to come and go as you please, but note we plan to draw door prizes around 7:00.
Please RSVP HERE by Friday, December 2nd, so we have an accurate headcount for costs.
Hope to see you there!

LEBC November 2022 – Monthly Meeting
2022-11-15 11:30 - 13:00 (America/Kentucky/Louisville) | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, November 15th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm

Please Select: RSVP HERE
*Note headcount is due to restaurant 5 days in advance of meeting, please RSVP by November 10th if you can attend.
Investment Trends in 401(k) Plans, including:

Environmental, Social, and Governance Factors
Cryptocurrency
Annuities
Collective Investment Trusts

Domenique DiSilvio
Director of Client Services, Retirement Solutions

Domenique is a retirement sales and service director for PNC Institutional Asset Management® focused on driving strategy and accountability as she leads our Fiduciary Investment Services sales and service efforts. She provides functional oversight to the Retirement Plan Advisers (RPAs) and Employee Education Consultants (EECs) working within Institutional Asset Management who are responsible for the delivery of services to our defined contribution plan clients.
Prior to taking on her current role in 2017, Domenique was a retirement sales manager responsible for overseeing a team of RBDOs who assist clients and prospects with their organization’s retirement services needs. Previously, she was a senior relationship manager with the Vested Interest group, a Vested Interest senior account manager and team leader. Prior to joining the firm in 1999, Domenique was a retirement plan administrator with Federated Investors.
Domenique graduated with a Bachelor of Arts in English literature from and with a Master of Business Administration from Robert Morris University. Domenique holds the Certified Investment Management Analyst and Accredited Investment Fiduciary® (AIF) designations.

Monthly meetings are now the third Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm

Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Taylor Jolly: taylor.jolly@mercer.com

LEBC October 2022 – Monthly Meeting
2022-10-18 11:30 - 13:00 (America/Kentucky/Louisville) | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, October 18th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm

Please Select: RSVP HERE
*Note headcount is due to restaurant 5 days in advance of meeting, please RSVP by October 13th if you can attend.
Health & Welfare Update: No Surprises Act and other CAA health provisions

Update on No Surprises Act implementation
Update on CAA mental health parity
Update on CAA and TiC transparency requirements

Lisa Campbell, J.D.
Principal, Groom Law Group

Lisa Campbell is co-chair of the firm’s Health Services Practice. She advises clients on all aspects of the Affordable Care Act (ACA), including the insurance market reforms, qualified health plan standards, exchange rules, consumer assistance programs for the federal marketplace, and ACA section 1557 nondiscrimination rules.Lisa also works with clients on the Federal Mental Health Parity and Addiction Equity Act (MHPAEA), state insurance law, and Medicare and Medicaid. She represents health insurance companies, employers, consultants, and trade associations on federal and state laws regulating health coverage. She also provides advice on advocacy with federal and state agencies, compliance programs, government enforcement, and regulatory initiatives.
Lisa is the former Director of the Compliance and Enforcement Division for the Oversight Group at the Center for Consumer Information and Insurance Oversight (CCIIO) at the Department of Health & Human Services (HHS), and immediately prior to joining Groom, she was the Group Director for the Consumer Support Group at CCIIO. In her positions at HHS, Lisa worked closely with all key stakeholders, including health insurance companies, state insurance regulators, the Departments of Labor and the Treasury, trade associations, and consumer groups.
As Director of the Compliance and Enforcement Division, Lisa managed the team responsible for compliance and enforcement of private health insurance coverage. Lisa directed the implementation of the enforcement program for the ACA market reform provisions, led work related to implementing program and policy initiatives for the requirements of the ACA and other federal requirements, and provided technical assistance to states, health insurance companies, trade associations, and consumer groups on the ACA.
As Group Director of the Consumer Support Group, Lisa was responsible for implementing consumer assistance programs for the federal Marketplace, including the Navigator, non-Navigator enrollment assistance personnel, and Certified Application Counselor programs, casework, and reporting of plan data. She was responsible for coordinating on the policy and implementation of the Summary of Benefits and Coverage (SBC) and Internal Appeal and External Review requirements.
Lisa speaks and writes regularly on MHPAEA and the ACA, including presentations relating to health care reform, enforcement and the ACA section 1557 nondiscrimination requirements from the perspective of health insurers and employer plan sponsors.

Monthly meetings are now the third Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:30pm

Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Taylor Jolly: taylor.jolly@mercer.com

LEBC September 2022 – Monthly Meeting
2022-09-20 11:30 - 13:00 (America/Kentucky/Louisville) | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, September 20th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm

Please Select: RSVP HERE
*Note headcount is due to restaurant 5 days in advance of meeting, please RSVP by September 15th if you can attend.
Executive Compensation Trends: Governance and Regulatory Developments
Aaron J.L. Pedowitz, FSA, EA, MAAA, FCA
Senior Principal, Mercer
Aaron Pedowitz is a Senior Principal with Mercer’s Career practice out of the Louisville, KY office. Aaron has nearly 20 years of experience assisting clients with the benchmarking, design, compliance, financing and administration of remuneration programs (both compensation and benefits). He additionally focuses on the appropriate disclosure and communication of retirement benefits for both for-profit and not-for-profit organizations. Aaron is also a member of Mercer’s national Executive Benefits Group.

Aaron consults with clients in multiple industries to address executive and workforce remuneration matters, including recent projects with manufacturing, high tech, financial services, supply chain, insurance, health care, higher education, utilities, and medical device companies.
Aaron is a member of Mercer’s CEO pay ratio task force, and has been interviewed by multiple media sources on the topic.
Before joining Mercer, Aaron worked with Ernst & Young LLP in an actuarial audit capacity, and at ING Group (now Voya Financial), specializing in analyzing and valuing general / separate account universal life products.
Aaron received a Bachelor’s degree from Emory University with a major in mathematics and a minor in comparative religion. He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Member of the American Academy of Actuaries, and a Fellow of the Conference of Consulting Actuaries.

Monthly meetings are now the third Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:30pm

Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Taylor Jolly: taylor.jolly@mercer.com

LEBC June 2022 – Monthly Meeting
2022-06-21 11:30 - 13:00 (America/Kentucky/Louisville) | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, June 21st

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm

Please Select: RSVP HERE
*Note headcount is due to restaurant 5 days in advance of meeting, please RSVP by June 16th if you can attend.
2022 Benefits Realities: An overview of new benefits trends and market shifts
Matt Rueff, J.D.
Senior Vice President, Marsh & McLennan Agency LLC
Throughout his 10-year career in the employee benefits industry, Matt has focused his efforts on consulting with middle-market organizations to create business strategies that generate actionable results. Matt’s expertise has allowed him to deliver industry-leading programs that are catered to the specific needs of his clients. Prior to joining MMA, Matt practiced as a corporate attorney for seven years at Dentons Bingham Greenebaum. Matt utilizes his unique skillset to provide proactive and innovative solutions that reduce bottom line exposure to his clients, while simultaneously procuring best in class technology.

Monthly meetings are now the third Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:30pm

Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form. In the event of a cancellation, you may contact Taylor Jolly: taylor.jolly@mercer.com

LEBC May 2022 – Monthly Meeting
2022-05-17 11:30 - 13:00 (America/Kentucky/Louisville) | Napa River Grill, 1211 Herr Lane, Louisville, KY, 40222, United States
Tuesday, May 17th
Napa River Grill
1211 Herr Lane, Louisville, KY 40222
11:30am to 1:15pm
Please Select: RSVP HERE
*Note headcount is due to restaurant the day prior, please RSVP by May 15th if you can attend.
Current Benefits Issues: an Accountant’s Perspective

ESOPs – How Do They Work and Who Benefits
SAS 136 and ERISA Section 103(a)(3)(C) Audits
Common DOL Issues/Findings
Secure Act 2.0

Brant Kennedy, CPA
Brant is a Vice President in the Accounting and Auditing Department at Harding, Shymanski & Company, P.S.C. He joined the firm in September 2003, and works closely with clients in Evansville, Louisville, and the surrounding areas. Brant serves as co-leader of the firm’s Manufacturing Team and the firm’s Employee Benefit Audit Group. He manages and conducts numerous audits and reviews for manufacturers and wholesale distributors, as well as manages employee benefit audits including employee stock ownership plan audits.
Monthly meetings are now the third Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:30pm

Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form. In the event of a cancellation, you may contact Taylor Jolly: taylor.jolly@mercer.com

LEBC April 2022 – Monthly Meeting
2022-04-19 11:30 - 13:30 (America/Kentucky/Louisville) | Napa River Grill, 1211 Herr Lane, Louisville, KY, 40222, United States
Tuesday, April 19th
Napa River Grill
1211 Herr Lane, Louisville, KY 40222
11:30am to 1:15pm
Please Select: RSVP HERE
*Note headcount is due to restaurant the day prior, please RSVP by April 17th if you can attend.
Rethinking Strategy: Shifting from Vendor to Partner
In recent years, the employee benefits and HR landscape has changed, causing Employers and HR to face new challenges and needs. In order to truly meet employers where they need, Employee Benefits Brokers, Carriers, and Technology/Enrollment firms must shift from being a vendor of services to being a partner in the customer journey and with each other. When that partnership occurs, the benefits are seen at every level, especially by the employees.
Palmer Coleman
Regional Sales Executive
Benefit Communications Inc.
Monthly meetings are now the third Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:30pm

Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form. In the event of a cancellation, you may contact Taylor Jolly: taylor.jolly@mercer.com

LEBC March 2022 – Monthly Meeting
2022-03-15 11:30 - 13:30 (America/Kentucky/Louisville) | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, March 15th
River House Restaurant (In-Person Meeting)
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
Please Select: RSVP HERE
*Note headcount is due to restaurant 5 days in advance of meeting, please RSVP by March 9th if you can attend.
Relevant Leadership: Leading & Communicating in the Multi-Generational, Virtual Workplace
Jay McChord
Jay McChord is a highly requested speaker, trainer and consultant to companies, institutions, and organizations globally. Recognized as an authority on the Multi-Generational Workplace and the emerging, Remote Work/Virtual Environment, Jay’s high value content and high-energy live, virtual, and hybrid events have earned him the nickname of “Your Chief Encouragement Officer”.
Jay brings a unique perspective to his sessions as a former Global Senior Sales Trainer for a multi-billion dollar international technology company, an elected official, published author and military artist. Jay’s connection to each audience sparks encouragement, energy, enthusiasm, and passion.
Monthly meetings are now the third Tuesday of the month.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:30pm

Guests are welcomed and encouraged to attend at a cost of $40. Please add your guest on the RSVP form. In the event of a cancellation, you may contact Mindy Heck and Taylor Jolly: mheck@dmlo.com and taylor.jolly@mercer.com

LEBC February 2022 - Monthly Meeting
2022-02-15 12:00 - 13:00 (America/Kentucky/Louisville) | KY
Tuesday, February 15th
Virtual Meeting via Zoom
12:00pm to 1:00pm
Please Select: RSVP HERE
* Invites will be sent closer to the meeting date to those who register.
Top 10 ERISA Compliance Traps
Jodi L. Green, Esq. | Tatum Hillman & Powell LLP
Jodi L. Green is an ERISA and employee benefits attorney specializing in legal matters pertaining to retirement and health plans, including those involving third-party providers and investment banks. She is fluent in ERISA legal interpretation, fiduciary liability, financial forensics for employee benefit plans, conflict of interest analysis, investment fees and service provider expenses, and executive compensation agreements.
Based on her decade-long experience working at the U.S. Department of Labor (DOL) in the Employee Benefits Security Administration (EBSA), clients seek Jodi’s counsel for her specialized practice and her unique training on how to administer federally compliant benefit plans, avoid DOL investigations, and resolve compliance issues affecting employee benefits operations. Her clients also include plan sponsors and service providers who seek assistance with IRS and DOL corrective matters or are involved in DOL investigations.
Jodi L. Green is a published contributor to the Benefits Magazine and Journal of Pension Benefits, and she is frequently invited to speak at national benefit plan conferences, including the Association of International Certified Professional Accountants (AICPA) and the International Foundation of Employee Benefits Plans (IFEBP). The U.S. Secretary of Labor presented Jodi with the Exceptional Achievement Award in 2013, 2017, 2018, and 2019.

LEBC January 2022 - Monthly Meeting
2022-01-18 12:00 - 13:00 (America/Kentucky/Louisville) | KY
Tuesday, January 18th
Virtual Meeting via Zoom
12:00pm to 1:00pm
Please Select: RSVP HERE
* Invites will be sent closer to the meeting date to those who register.

Please note we will be voting to confirm the Executive Committee for 2022. Please make every effort to attend to make sure we have a quorum.
Economic Outlook and Investing Strategies for Today’s Market
The presentation will touch on the current economic conditions and views for next year including thoughts on supply chain disruptions, inflation and consumer finances. This will include some perspective on the fixed income and international markets, and transition to how all that translates into specific investment strategies.
Angelo Kourkafas | Edward Jones
Investment Strategist, Angelo Kourkafas is responsible for analyzing market conditions, assessing economic trends and developing portfolio strategies and recommendations that help investors work toward their long-term financial goals.
Angelo started his career at Edward Jones in 2014 as an associate analyst in Equity Research, covering the industrial and consumer sectors. He joined the Edward Jones Investment Strategy team in 2018. Prior to Edward Jones, Angelo worked in New York as an equity trader and held roles at HSBC and Ameriprise Financial.
Angelo graduated magna cum laude with a bachelor’s degree in business administration from Athens University of Economics and Business in Greece and received an MBA with concentrations in finance and investments from Minnesota State University. He is a CFA® charterholder and member of the CFA Institute and the CFA Society of St. Louis.
Angelo is a contributor to Edward Jones Market Insights and has been featured in The Wall Street Journal, CNBC, FORTUNE magazine, Marketwatch.

LEBC Happy Hour - December 9, 2021
2021-12-09 17:30 - 20:30 (America/Kentucky/Louisville) | Mesh Restaurant, 3608 Brownsboro Rd, Louisville, KY, 40207
Mesh Louisville (3608 Brownsboro Rd, Louisville, KY 40207)
Please join us Thursday, December 9th at Mesh for an LEBC Social. We will have a private room reserved from 5:30 to 8:30. Don’t miss out:

Appetizer buffet from 5:30 to 7:30
Open bar
Door prizes
Seeing your friends from LEBC

There will not be any formal programming at this event, just socializing. Please feel free to come and go as you please, but note we plan to draw door prizes at 7:00.
Please RSVP HERE by Friday, December 3rd, so we have an accurate headcount for costs.
Hope to see you there!

LEBC November 2021 - Monthly Meeting
2021-11-09 12:00 - 13:00 (America/Kentucky/Louisville) | KY
Tuesday, November 9th
Virtual Meeting via Zoom
12:00pm to 1:00pm
Please Select: RSVP HERE
* Invites will be sent closer to the meeting date to those who register.
Variable Retirement Plans – Innovate plan designs help mitigate risk
Steve Marcus, ASA, EA, MAAA, FCA
Steven Marcus is a Vice President and Managing Actuary of USI Consulting Group. Steve has extensive actuarial experience assisting clients with strategic and ongoing activities related to their defined benefit (qualified and nonqualified), defined contribution and postretirement benefit plans. Steve confers with clients on strategic retirement financial management and plan design issues. His responsibilities include consulting with clients on funding and financial reporting requirements, retirement program design, defined benefit plan investment strategies and nondiscrimination testing services.
Steve graduated from SUNY Binghamton with a Bachelor of Science in Economics. He is an Associate of the Society of Actuaries (ASA), an Enrolled Actuary (EA), a Member of the American Academy of Actuaries (MAAA), and a Fellow of the Conference of Consulting Actuaries (FCA).
Connor Killard, EA, MAAA, ACA
Connor Killard is an Assistant Vice President and Consulting Actuary at USI Consulting Group. Connor consults with employers to learn their business objectives and provides guidance on new and existing retirement plans. Connor works on all aspects of funding and accounting for defined benefit plans, defined contribution plans, and post-retirement medical plans. He also advises and assists clients through all aspects of the plan termination process. Additionally, Connor provides assistance in mergers and acquisitions by reviewing current plans and creating improved replacement plans.
Connor is an Enrolled Actuary (EA), a Member of the American Academy of Actuaries (MAAA), and an Associate of the Conference of Consulting Actuaries (ACA).

LEBC October 2021 - Monthly Meeting
2021-10-12 12:00 - 13:00 (America/Kentucky/Louisville) | KY
Tuesday, October 12th
Virtual Meeting via Zoom
12:00pm to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a Zoom Invite to register for the event.
Educated Fiduciaries Build Stronger Retirement Plans – Focus on the RFP
Paul A. Carl, Jr., CHSA, CPFA
Paul A. Carl, Jr., Vice President, Retirement Plan Consulting, Registered Representative, is a retirement industry veteran often referred to as the “401(k) Geek” because of his background serving the Department of Labor and passion for life-long learning. Paul’s role focuses on educating on the value of working with the HORAN team. He uses his unparalleled fiduciary expertise to strategically help plan sponsors mitigate fiduciary risk and to set employees on a path towards a successful retirement. Paul has experience serving a large variety of businesses ranging from Fortune 100 companies to small, independent organizations to design, implement and operate qualified and non-qualified retirement benefit programs in a consultative, fiduciary-oriented manner that exceeds client needs.

LEBC September 2021 - Monthly Meeting
2021-09-14 12:00 - 13:00 (America/Kentucky/Louisville) | KY
Tuesday, September 14th
Virtual Meeting via Zoom
12:00pm to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a Zoom Invite to register for the event.
DOL Guidance on Cybersecurity: Risks and Duties for Plan Sponsors & Fiduciaries
This presentation focuses on the Department of Labor’s new cybersecurity guidance and its potential impact on retirement plan sponsors and plan fiduciaries going forward. A panel of Frost Brown Todd practitioners will discuss cybersecurity risks faced by plan sponsors and fiduciaries in connection with their retirement plans and the fiduciary duty to mitigate those risks. Practical insights and strategies for demonstrating compliance with the Department of Labor’s standard will be identified. Additionally, the panel will discuss some interesting observations they have made as they have helped plan sponsors diligence the cybersecurity programs of their service providers, including reviewing their service contracts.
Sarah Lowe | Member | Employee Benefits & ERISA
Sarah’s employee benefits practice is primarily focused on all aspects of qualified retirement plans, related ERISA fiduciary issues and 401(k) and pension plan investments. Sarah regularly advises plan fiduciaries regarding compliance with ERISA’s fiduciary duties.
Bob Dibert | Member | Privacy & Data Security
Bob’s experience with data privacy and security issues dates to the early 2000’s, in the successful negotiation and handling of litigation materials subject to privacy and security requirements of HIPAA. During the last ten years, his practice has expanded to include counseling clients in records retention and compliance and handling internal investigations of potential data security breach incidents. Example incidents have included HR phishing, business email compromise and ransomware.
Michael Nitardy | Member | Privacy & Data Security
Michael assists clients in addressing state and federal regulations regarding employee health and benefits plans and advises on how to deal with all aspects of the modern information economy. Michael helps clients comply with the applicable laws and regulations governing the proper use and disclosure of personal information as well as assisting clients in investigating and addressing potential data breaches and incidents.

LEBC June 2021 - Monthly Zoom Meeting
2021-06-08 12:00 - 13:00 (America/Kentucky/Louisville) | KY
Tuesday, June 8th
Virtual Meeting via ZOOM
12:00pm to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.
Compensation Strategies
Please join us for a discussion on the trending topic of total rewards and best practices with Tom Hurley of USI.

How should we re-calibrate our rewards structure for in-office, hybrid, and/or remote employee’s post-pandemic?
How to adjust pay and perks for remote workers remaining remote and moving away from the office?
What is the “right” approach when it comes to mandating or incentivizing employees back to the workplace?
What are the market trends and what are other organizations doing?

Thomas Hurley
Findley, A Division of USI

BIO:
Tom is a Principal in the firm’s Compensation and Rewards Practice. Prior to joining the firm, Tom was an audit manager in the Boston, Massachusetts office of a large international accounting firm.
Tom serves in a client management capacity for a multitude of compensation and benefits projects for clients of all sizes. He has experience in human resources, benefits, and compensation design. Tom also has experience consulting with closely held companies with particular emphasis on management compensation and retirement planning issues.
Prior to his consulting capacity with the firm, Tom served as Chief Operating Officer responsible for the execution of the firm’s business plan and overall management of the firm’s human resources, finances, information systems, and support operations.
Tom became a Member of the American Institute of Certified Public Accountants in 1996 and a Member of the Ohio Society of Certified Public Accountants in 2000. He received his BA from Harvard University.

LEBC May 2021 - Monthly Zoom Meeting
2021-05-11 12:00 - 13:00 (America/Kentucky/Louisville) | KY
Tuesday, May 11th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.
“Recent Trends in ERISA Litigation”

Excessive fees/investments in 401(k)/403(b) plans
Employer stock
Actuarial equivalence factors in defined benefit plans
Confidentiality/privacy of plan participant data

Emily Costin
Alston & Bird LLP
Washington D.C.

BIO:
Emily Seymour Costin is a partner in the Washington DC office of Alston and Bird, and the leader of the firm’s ERISA Litigation practice team. Emily represents employers, plan sponsors, insurers, and fiduciaries in litigation over benefits and fiduciary matters under ERISA, including those involving investments, excessive fees, employer stock, actuarial factors, benefit termination, and health benefits. Emily was one of five nationally recognized lawyers named a “Rising Star” by Law360 in the field of employee benefits in 2018 and is recognized by The Best Lawyers in America© in Litigation – ERISA. She is the former chair of the American Bar Association’s Joint Committee on Employee Benefits (JCEB), a member of the editorial advisory board of the Benefits Law Journal, and a contributing author to the BNA treatise on ERISA Litigation.

April LEBC - Monthly Zoom Meeting
2021-04-13 12:00 - 13:00 (America/Kentucky/Louisville) | KY
Tuesday, April 13th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.

“Getting it Right – Know Your Fiduciary Responsibilities”
This presentation provides an introduction to fiduciary responsibilities under ERISA. The presentation also provides an overview of the Voluntary Fiduciary Correction Program (VFCP). The main topics discussed include:
• Fiduciary Education
• How to avoid common problems
• Voluntary correction programs
• EBSA’s guidance regarding COVID-19

Michael Scott Campbell
Senior Benefits Advisor
Employee Benefits Security Administration
US Department of Labor
Cincinnati Regional Office

BIO:

Michael Scott Campbell is a Senior Benefits Advisor for the Employee Benefits Security Administration, Cincinnati Regional Office of the U. S. Department of Labor, which covers the States of Ohio, Kentucky, Michigan and Southern Indiana.
Prior to assuming this position in November of 2018, Mr. Campbell was the Senior Advisor for Criminal Investigations for five years, a Supervisory Investigator for three and a half years, a Supervisory Benefits Advisor for five years and an Auditor in the Cincinnati Regional Office for the seventeen years. As such, Mr. Campbell was responsible for enforcement and compliance activities pursuant to ERISA, which included conducting both civil and criminal investigations. Mr. Campbell started with EBSA in 1987.
Mr. Campbell holds a Bachelor of Science degree in Accounting from the University of Kentucky.

March LEBC - Monthly Zoom Meeting
2021-03-09 12:00 - 13:00 (America/Kentucky/Louisville) | KY
Tuesday, March 9th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.

“Alphabet Soup – Healthcare Benefits Beyond Traditional Insurance Plan”

Jane Banks
Benefit Marketing Solutions
Vice President of Marketing & Client Services

BIO:

Jane Banks has been employed with Benefit Marketing Solutions for 15 years. She is Certified in Flexible Compensation and a Certified COBRA Specialist as well. Specializing in compliance and administration of federally regulated, complex and ever-changing benefit programs, she, and her team at BMS have set a stellar service standard for brokers and employers in offering cost effective benefits for employees and creating rich benefit packages for employers. Beginning her career at BMS as a customer service representative, Jane has worked with employees in navigating their benefits and claims, and now works hand in hand with brokers and employers in creating unique, specialized plan designs specific to the clients needs and wants.

A few notes for the LEBC Virtual Zoom Meeting:

Please set-up your Zoom access prior to so ensure quick entry to meeting
After you RSVP please look for ZOOM invite to log-in to the meeting
Please Log-In to Zoom 10 to 15 minutes prior to meeting as we intend to start at Noon
We will conclude our meeting around 1:00pm with a Q&A session following
Guests are welcome but we ask you allow us to extend invitation and they register for the event

Please contact me with any questions she will be operating the Zoom meeting.

Mindy Heck
mheck@dmlo.com

LEBC March 2021 - Zoom
2021-03-09 12:00 - 13:00 (America/Kentucky/Louisville) | Churchill Downs, 700 Central Avenue, Louisville, KY, 40208, United States
Tuesday, March 9th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.

“Economic Update – Louisville, KY Regional Employment Data and Thoughts on the Future“

Dr. Francis E. Raymond
Professor of Economics
Rubel School of Business, Bellarmine University

BIO:

LEBC - February Monthly Zoom Meeting
2021-02-09 12:00 - 13:00 (America/Kentucky/Louisville) | KY
Tuesday, February 9th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.

“Economic Update – Louisville, KY Regional Employment Data and Thoughts on the Future“

Dr. Francis E. Raymond
Professor of Economics
Rubel School of Business, Bellarmine University

BIO:

Dr. Raymond is Professor of Economics and MBA Director for Bellarmine University’s Rubel School of Business. He has served as Chair of the Department of Economics and Finance (2003-2016). Associate Dean (2016-2019), and Interim Dean (2019-2020). He received his BA in Mathematics at The College of thee 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 primarily focuses on mathematical modeling of international development issues. He teaches undergraduate and MBA courses with a focus on international economics, macroeconomics, and econometrics.

More Recent Publications
* “The Alpha 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 Hoteling’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. Decek and M.J. McCrickard, Journal of Business and Behavioral Sciences, Fall 2013.

A few notes for the LEBC Virtual Zoom Meeting:

Please set-up your Zoom access prior to so ensure quick entry to meeting
After you RSVP please look for ZOOM invite to log-in to the meeting
Please Log-In to Zoom 10 to 15 minutes prior to meeting as we intend to start at Noon
We will conclude our meeting around 1:00pm with a Q&A session following
Guests are welcome but we ask you allow us to extend invitation and they register for the event

Please contact me with any questions she will be operating the Zoom meeting.

Mindy Heck
mheck@dmlo.com

LEBC - January 2021 Monthly Luncheon
2021-01-05 12:00 - 2021-01-12 13:00 (America/Kentucky/Louisville) | KY
Tuesday, January 12th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.

“2021 Congressional and Health Care Policy Review”
Andrew C. Coats
Senior Policy Advisor
Hall Render, Killian, Heath & Lyman, P.C.

BIO:

Andrew Coats has over two decades of experience in Washington DC. During this time, Andrew has worked on Capital Hill, the Bush Administration and in the private sector representing clients in the health care space. Andrew has been working with Hall Render since 2017 where he has led lobbying efforts for the Alliance for Quality Medical Device Servicing, SSM Heath, the National Organization of State Offices of Rural Health and for a number of other health providers. In 2018, Andrew helped write and advocate for the State Offices of Rural Health Reauthorization Act of 2018, which as signed into law as a stand-alone bill. Since joining Hall Render, Andrew has specialized in working with HHS, CMS, FDA, the White House and Republicans in the House and Senate.

From 2010-2016, Andrew worked with Liberty Partners Group, lobbying clients on health care related matters and other issues. Andrew was the lead Republican lobbyist for Sandy Hook Promise, where he advocated for a comprehensive mental health reform bill which was signed into law in 2016. Sandy Hook led a coalition of mental health and gun safety organizations that significantly contributed to Congress passing the reform package. Andrew also represented the Partnership for Quality Home Healthcare, a coalition of the leading home health care providers.

During his time on the Hill, Andrew was a health Legislative Assistant for an Indiana member of Congress. Andrew began his career in the Bush Administration as a a Congressional Liaison under Elaine Chao in the U.S. Department of Labor.

Andrew has a law degree from Indiana University and an undergraduate degree from James Madison University. In his free time Andrew enjoys golf, is an AAU basketball coach, and spending time with his wife and three children.

Abigail L. Kaericher
Attorney
Hall Render, Killian, Heath & Lyman, P.C.

BIO:

Abby Kaericher practices in the area of health care law with a focus on government relations and antitrust. She is active in the firm’s lobbying activities, representing the interests of health care clients. She developed an interest in antitrust after working with the Federal Trade Commission in the health care division. Abby received her J.D. with a Graduate Certificate in Health Law from Saint Louis University. Abby earned her undergraduate degree in Biology from Indiana University. She then received her Master’s degree in Biology from Purdue University. While in law school, Abby served as an editor for the Saint Louis University Journal of Health Law & Policy. Additionally, she worked as a pediatric medical assistant.

A few notes for the LEBC Virtual Zoom Meeting:

Please set-up your Zoom access prior to so ensure quick entry to meeting
After you RSVP please look for ZOOM invite to log-in to the meeting
Please Log-In to Zoom 10 to 15 minutes prior to meeting as we intend to start at Noon
We will conclude our meeting around 1:00pm with a Q&A session following
Guests are welcome but we ask you allow us to extend invitation and they register for the event

Please contact me with any questions she will be operating the Zoom meeting.

Mindy Heck
mheck@dmlo.com

December LEBC - Monthly Zoom Meeting
2020-12-08 12:00 - 13:00 UTC | KY
Tuesday, December 8th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.

“Pooled Plan Arrangements – Growing Your Retirement Business in this New Environment”
Dan Roger
Sales Director
Transamerica MEP and Special Markets

BIO:

Dan works with sponsors, consultants & financial advisors to design and launch successful Multiple Employer Plans. Dan has 39 years of financial industry experience, spending the last 20 years exclusively in the retirement benefit marketplace. After running a successful financial planning practice in Illinois, Dan and his family moved to Phoenix Arizona in 199 to focus exclusively on retirement plan consulting.

Dan and his wife Linda life in Phoenix, Arizona as do three of their four grandchildren. When not chasing grandkids around he enjoys running (a 14 year veteran of the Phoenix half-marathon), cooking and rooting for his Chicago Blackhawks.

A few notes for the LEBC Virtual Zoom Meeting:

Please set-up your Zoom access prior to so ensure quick entry to meeting
After you RSVP please look for ZOOM invite to log-in to the meeting
Please Log-In to Zoom 10 to 15 minutes prior to meeting as we intend to start at Noon
We will conclude our meeting around 1:00pm with a Q&A session following
Guests are welcome but we ask you allow us to extend invitation and they register for the event

Please contact me with any questions she will be operating the Zoom meeting.

Mindy Heck
mheck@dmlo.com

November LEBC ZOOM - Monthly Meeting
2020-11-10 12:00 - 13:00 UTC | KY
Tuesday, November 10th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.

“Ten Years After Becoming Law: Where Are We Now with the ACA?”
Douglas L. McSwain, Partner
Wyatt, Tarrant & Combs, LLP

BIO:

Douglas L. McSwain has been a litigator, legal advisor, speaker, and writer in constitutional, administrative, civil rights, healthcare, employment, trade, and business law for more than 35 years. McSwain has been named and peer-reviewed as a “Best Lawyer in America,” “Kentucky Super Lawyer” and “Top Rated Lawyer” in labor and employment law, civil rights law, health care law, and first amendment issues, municipal and appellate litigation. Best Lawyers named him the 2019 “Lawyer of the Year” in employment law in central Kentucky. He is an experienced trial lawyer and communicator, and speaks or writes frequently on all aspects of healthcare law, employment, and employee benefits for healthcare providers, employers, businesses, accountants, insurance agents and brokers, lawyers, and judges alike. McSwain has presented on health and employment law topics to numerous business and professional audiences including the Kentucky Chamber of Commerce and Commerce Lexington, The Society of Human Resource Management, the Kentucky Society of CPA’s, the Kentucky Judiciary Summit on Opiod Addiction, the Kentucky, Fayette County and Louisville Bar Associations, the Kentucky Medical Association, the Kentucky Primary Care Association, the Kentucky Academy of Family Physicians, the Kentuckiana Healthcare Collaborative, the UK College of Law, and the UK Medical and Public Health Schools. McSwain is a life member of the Sixth Circuit Judicial Conference, formerly served as President of the Central Kentucky American Inns of Court, and as Chaiir of the Join Local Rules Commission of the Eastern & Western Districts of Kentucky’s U.S District Courts, and as 5th Supreme Court District Bar Governor on the Kentucky Bar Association’s Board of Governors. McSwain is a partner with the law firm of Wyatt, Tarrant, & Combs, LLP in Lexington, Kentucky.

A few notes for the LEBC Virtual Zoom Meeting:

Please set-up your Zoom access prior to so ensure quick entry to meeting
After you RSVP please look for ZOOM invite to log-in to the meeting
Please Log-In to Zoom 10 to 15 minutes prior to meeting as we intend to start at Noon
We will conclude our meeting around 1:00pm with a Q&A session following
Guests are welcome but we ask you allow us to extend invitation and they register for the event

Please contact me with any questions she will be operating the Zoom meeting.

Mindy Heck
mheck@dmlo.com

October LEBC ZOOM Meeting - RSVP Reminder
2020-10-13 12:00 - 13:00 UTC | KY
October 2020

Monthly LEBC ZOOM Meeting
Tuesday, October 13th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.

“SECURE ACT – Including Notice – 2020-68”

Presented by:

S. Derrin Watson, Esq., of counsel,

Ferenczy Benefits Law Center

BIO:

S. Derrin Watson is an independent ERISA attorney and educator in Santa Barbara, California with over 40 years of experience in dealing with retirement plans. In addition to his solo practice, Derrin is Of Counsel to the Ferenczy Benefits Law Center and also works with FIS with their Relius line of plan documents.

Derrin received his bachelor’s degree in accounting from BYU and in 1980 he graduated from UCLA Law School. He has been involved with qualified plans since 1977 and had his first case involving controlled groups shortly thereafter. He is the author of Who’s the Employer (soon in it’s 8th edition), the 403(b) Plan eSource, and the 457 Plan eSource, and co-authored the Plan Correction eSource, all published by ERISApedia.com. Derrin is a Senior Advisor of the Journal of Pension Benefits.

He has a wife, two sons, four of the finest grandchildren on the planet, and four cats. His varied experiences range from doing standup comedy (yes, even about ERISA) to serving as a missionary for the Church of Jesus Christ of Latter-Day Saints in Iran, to editing and writing books and newsletters on a variety of topics.

A few notes for the LEBC Virtual Zoom Meeting:

Please set-up your Zoom access prior to so ensure quick entry to meeting
After you RSVP please look for ZOOM invite to log-in to the meeting
Please Log-In to Zoom 10 to 15 minutes prior to meeting as we intend to start at Noon
We will conclude our meeting around 1:00pm with a Q&A session following
Guests are welcome but we ask you allow us to extend invitation and they register for the event

Please contact me with any questions she will be operating the Zoom meeting.

Mindy Heck
mheck@dmlo.com

September LEBC ZOOM Meeting - RSVP Reminder
2020-09-08 12:00 - 13:00 UTC | KY
September 2020

Monthly LEBC Meeting
Tuesday, September 8th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.

“COVID-19 – Legal Updates for Benefit Plan Practitioners”

Presented by:
Lauren Crossett

Shareholder and Co-Leader, Employee Benefits & Executive Compensation National Practice Group
Dentons, Cohen & Grigsby P.C.

BIO:
Lauren is Co-Chair of the National Employee Benefits and Executive Compensation Group. She regularly assists clients with general employee benefits matters including regulatory compliance under PPACA (health care reform), the Internal Revenue Code and ERISA; drafting plan documents, and plan summaries for tax-qualified and welfare benefit plans; and voluntary compliance matters for qualified plans under the Internal Revenue Service and Department of Labor correction programs. A significant portion of Lauren’s practice is focused on providing employee benefits advice with respect to the Firm’s merger and acquisition, private equity and mezzanine financing matters. Lauren is also experienced in advising benefit plan fiduciaries on the ERISA implications of investing plan assets in alternative investment vehicles.

Lauren was most recently selected by her peers for inclusion in the 2018 and 2020 Pennsylvania Super Lawyers Rising Starts list. Lauren has authored many client alerts pertaining to employee benefits and executive compensation, with a recent focus on the impact of the novel Coronavirus on benefit plan administration. In addition, Lauren is frequently sought out to provide educational programming and presentations for many of the Firm’s clients relating to employee benefits matters.

Lauren is actively involved in her community, currently serving as the Secretary and form Chair of the Board of Trustees of Arsenal Family & Children’s Center, a local nonprofit social service agency that promotes the healthy development of children and the formation of nurturing and healthy parent-child relationships through various programs and services. Lauren is also a member of the New Leadership Council of the Pittsburgh Symphony Orchestra. Further, Lauren is a member of Dentons Cohen & Grigsby’s Retirement Plans Committee and a former member of the Firm’s Associates Committee. She is also a member of and form President of the Colgate Alumni Club of Pittsburgh, where she is actively involved in alumni activities in the Pittsburgh area. Lauren resides in Pittsburgh, Pennsylvania with her husband and young son.

A few notes for the LEBC Virtual Zoom Meeting:

Please set-up your Zoom access prior to so ensure quick entry to meeting
After you RSVP please look for ZOOM invite to log-in to the meeting
Please Log-In to Zoom 10 to 15 minutes prior to meeting as we intend to start at Noon
We will conclude our meeting around 1:00pm with a Q&A session following
Guests are welcome but we ask you allow us to extend invitation and they register for the event

Please contact Mindy Heck with any questions she will be operating the Zoom meeting.

Mindy Heck
mheck@dmlo.com

June LEBC ZOOM Meeting - RSVP Reminder
2020-06-09 12:00 - 13:00 UTC | KY
June 2020

Monthly LEBC Meeting
Tuesday, June 9th
Virtual Meeting via ZOOM
12:00 to 1:00pm
Please Select: RSVP HERE
* Once you RSVP, we will e-mail you a ZOOM Invite to register for the event.

“Benefit Changes in Response to COVID-19”

Presented by:
Lyndsey R. Barnett ESQ

Attorney
Graydon

BIO:
Lyndsey is the Chair of the Graydon’s Business & Finance Department and was previously the Chair of the Employee Benefits & Executive Compensation Practice Group. One aspect of Lyndsey’s practice involves counseling employers with respect to the development of employee benefit strategies to assist in attracting, motivating and retaining a high quality work force. As a former tax associate for a Big Five accounting firm, Lyndsey understand the cost and financial impact that benefit decisions have on a company’s bottom line. Lyndsey takes a practical approach with clients and encourages them to be proactive with their benefit strategies. She enjoys presenting on benefit topics and frequently does so both locally and regionally.

Since the enactment of the Affordable Care Act, a portion of Lyndsey’s practice has largely become focused on welfare benefit plans, including self-insured medical, dental, prescription drug and vision plans, as well as long and short-term disability plans, cafeteria plans, wrap plans, and wellness programs. While Lyndsey still works with employers on their qualified and non-qualified plan issues, a substantial portion of the her day-to-day activity is spent on strategizing with clients on the ACA.

Lyndsey has assisted many employers with HIPAA compliance for their self-funded health plans. She assists clients in developing HIPAA policies and procedures, completing their risk assessment, training their employees and reacting to breaches of protected health information. Her knowledge of HIPAA also extends to providers, especially in the long-term care community and business associates.

Lyndsey also counsels clients in designing, administering and complying with the legal requirements of both qualified and non-qualified retirement plans. She also assists financial institutions to ensure the services they provide to retirement plans are compliant with the law. She reviews and prepares various legal documents, including investment management agreements, service agreements, disclosures statements, fee disclosures and various other communications. She also partners with these clients to assist them in providing practical solutions for their clients” problems when issues arises in their retirement plans.

Lyndsey resides in Anderson Township with her spouse Dan, and two children, Alexa and Jaxson. She loves to travel, spend time with family and friends, and watch sports.

A few notes for our first LEBC Virtual Zoom Meeting:

Please set-up your Zoom access prior to so ensure quick entry to meeting
After you RSVP please look for ZOOM invite to log-in to the meeting
Please Log-In to Zoom 10 to 15 minutes prior to meeting as we intend to start at Noon
We will conclude our meeting around 1:00pm with a Q&A session following
Guests are welcome but we ask you allow us to extend invitation and they register for the event
Please contact Mindy Heck with questions as she will be hosting our Zoom meeting

At this point, our plan is to resume our normal monthly meetings in September. Please contact Mindy Heck with any questions as she will be operating the Zoom meeting.

Mindy Heck
mheck@dmlo.com

RSVP - March LEBC Monthly Meeting
2020-03-10 11:30 - 13:00 UTC | KY
March 2020
Upcoming Event:

Monthly LEBC Meeting
Tuesday, March 10th, 2020
Hyatt Regency
11:30a to 1:00p
Please Select: RSVP HERE

“The Medicare Transition – Getting it Right”

Presented by:
Aaron Byrne & Tammy Golde, CFP

ARGI

BIO – Tammy Golde, CFP:
Tammy is a long-term employee with ARGI (since 2000), working with a team of focused consultants who help provide clarity to Individuals and Businesses through comprehensive, integrated financial planning. She holds a Bachelor of Arts degree from the University of Louisville and is a Certified Financial Planner.

Tammy also holds her Kentucky Health & Life Insurance licenses and has served for over 10 years as a valued internal consultant to ARGI Advisors and their clients on issues relating to Medicare, Social Security and the Health Exchange. She has been featured as a panelist and presented to groups as a specialist on these topics.

Tammy is 34 years married, Mom to two great kids (one officially “launched”, the second “still baking”), and is reluctant caretaker to the family dog, slim shady, who lives up to his name. In her spare time, Tammy loves all forms of theater (Musicals, Plays, Orchestra), attending local art festivals, and taking jaunts to quaint little towns with great shops, local history — the many different simple little slices of life.

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:

Mindy Heck
mheck@dmlo.com

RSVP - February LEBC Monthly Meeting
2020-02-11 11:30 - 13:00 UTC | KY
February 2020
Upcoming Event:

Monthly LEBC Meeting
Tuesday, February 11, 2020
Hyatt Regency
11:30a to 1:00p
Please Select: RSVP HERE

“Economic and Capital Market Update”

Presented by:

Paul de Moor, CFA
Vice President, Capital Markets Strategy
Fidelity Investments

BIO:
Paul de Moor is a vice president and member of the Capital Markets Strategy Group (CMSG) at Fidelity Institutional Asset Management (FIAM), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors.

Prior to assuming his current position, Mr. de Moor was a fixed income investment director at Pyramis Global Advisors and Fidelity Management & Research Company (FMR Co.). In this capacity, he was responsible for representing Fidelity’s fixed income capabilities and assisting in the oversight of institutional fixed income investment strategies.

Before joining Fidelity in 2004, Mr. de Moor served in equity and fixed income related product management and client service positions at Wells Capital Management and Scudder, Stevens, and Clark. Previously, Mr. de Moor performed various trading functions on the Commodity Exchange (COMEX) covering gold, silver and crude oil futures and options. He has over 28 years of financial experience.

Mr. de Moor earned his bachelor of arts degree in economics from Vassar College. He is also a CFA charterholder and member of the CFA Society of Boston.

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:

Mindy Heck
mheck@dmlo.com
