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 June 2022 – Monthly Meeting
2022-06-21 11:30 - 13:00 | 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 September 2022 – Monthly Meeting
2022-09-20 11:30 - 13:00 | 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 October 2022 – Monthly Meeting
2022-10-18 11:30 - 13:00 | 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 November 2022 – Monthly Meeting
2022-11-15 11:30 - 13:00 | 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 Happy Hour - December 8, 2022
2022-12-08 17:30 - 20:30 | 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 January 2023 – Monthly Meeting
2023-01-17 11:30 - 13:15 | 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 February 2023 – Monthly Meeting
2023-02-21 11:30 - 13:15 | 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 March 2023 - Monthly Meeting
2023-03-21 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, March 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 in advance of meeting, please RSVP by March 17th if you can attend.
Economic Update
Craig Fehr
Principal
Edward Jones
Craig Fehr is a principal and the leader of investment strategy for Edward Jones. Craig is responsible for analyzing and interpreting economic trends and market conditions, along with constructing investment strategies and asset allocation guidance designed to help investors reach their financial goals.
He was named an Edward Jones principal in 2015 and sits on the firm’s Investment Policy Committee, the group of investment professionals responsible for Edward Jones’ investment guidance, asset allocation decisions and expectations for long-term capital market returns.
Craig holds a master’s degree in finance from Harvard University, an MBA with an emphasis in economics from Saint Louis University and a bachelor’s degree in finance from Truman State University. He also is a graduate of the University of Pennsylvania Wharton School’s Securities Industry Institute. In addition, Craig is a CFA® charterholder and member of the St. Louis Society of Financial Analysts.
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
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC April 2023 - Monthly Meeting
2023-04-18 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, April 18th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting, please RSVP by April 14th if you can attend.
Visualize Retirement
Brandon Shea
Vice President, DCIO Regional Consultant
T. Rowe Price
Visualize Retirement:

Visualize Retirement helps preretirees prepare for the nonfinancial aspects of retirement, focusing on the key drivers of retirement happiness and success—lifestyle, health care and meaning. It starts with helping them create their vision for retirement and then uses that as an input—along with details about their retirement income and planning preferences—to help connect their vision to the financial decisions needed to support that vision.
Sharing these insights with employees can also help employers mitigate HR related costs by helping their plan participants be fully ready to retire.

Brandon is a DCIO Regional Consultant in the U.S. Intermediaries—Retirement Group at T. Rowe Price, where he covers the Eastern Central region. Brandon’s mission is to help a diverse group of financial professionals elevate their businesses to higher levels. He is focused on helping advisors, brokers, and recordkeepers add value to their clients’ investment strategies, as well as remain informed about trends in the retirement marketplace.
Brandon has more than 20 years in the financial industry; he joined T. Rowe Price in 2017. Brandon is a Series 24, 7, 65, and 63 registered representative and state-registered broker-dealer. He has a B.A. in political science, with minors in economics and management information systems, from Miami University of Ohio.
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
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC May 2023 - Monthly Meeting
2023-05-16 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, May 16th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting, please RSVP by May 11th if you can attend.
Mental Health Parity – Discussion with the DOL
Nicole Kaufman
Senior Benefits Advisor
U.S. DOL, EBSA
Join us for a discussion with the DOL about the Mental Health Parity and Addiction Equity Act: an overview, applicability to group health plans, financial requirements, treatment limitations, benefits parity, and compliance tips and tools.
Nicole S. Kaufman is a Senior Benefits Advisor with the Employee Benefits Security Administration, in the Cincinnati Regional Office of the U.S. Department of Labor. She has been employed with the federal government starting as a Benefits Advisor since 2007, assisting participants of private- sector employee benefit plans understand their rights under ERISA, procuring voluntary compliance from employers, and developing and performing public outreach events throughout the tri-state area. Ms. Kaufman holds a Bachelor of Arts degree from Hanover College in Hanover, Indiana, and a Master of Arts in English from the University of Cincinnati. She also has the Group Benefits Associate designation through the “CEBS” (Certified Employee Benefits Specialist) certification.
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
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC Summer Happy Hour
2023-06-22 15:00 - 17:00 | Ruth’s Chris Steak House, 6100 Dutchman's Lane, Louisville, KY, 40205, United States
Ruth’s Chris Steak House
6100 Dutchman’s Lane, Louisville, KY 40205
3pm to 5pm
RSVP HERE
Summer Happy Hour
Shifting from Churchill Downs to a Happy Hour! Please join us for heavy appetizers and great drinks!
Guests are welcome – this will be a great opportunity to share LEBC with your friends and co-workers!

LEBC September 2023 - Monthly Meeting
2023-09-19 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, September 19th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting, please RSVP by September 14th if you can attend. SAVE THE DATE for future meetings – October 17th, November 14th.
HSA, FSA and HRA – The ABCs of Benefits Spending Accounts
Colleen Stephens & Ashley Willis
McGregor & Associates, Inc.
Join us for a discussion about HSAs, FSAs, and HRAs – contributions, tax reporting, compliance requirements, new changes, trends, and more!
Ashley Willis is the Director of Marketing and Implementation for McGregor & Associates, Inc. She manages referral relationships and works to smoothly implement all new health and welfare business.
Colleen Stephens has been with McGregor & Associates for 10 years and serves as Director of CDH and ACA services. She is Certified in Flexible Compensation(CFC) through ECFC.
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
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC October 2023 - Monthly Meeting
2023-10-17 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, October 17th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by October 12th. SAVE THE DATE for future meetings – November 14th, December 7th.
SECURE 2.0 Act Brings Major Retirement Plan Changes
Karen McDonough & John Lucas
USI Consulting Group
On December 29, 2022, the SECURE 2.0 Act of 2022 (“SECURE 2.0”) was signed into law. SECURE 2.0 is an enhancement to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. SECURE 2.0 includes both mandatory and optional changes to the rules governing various types of retirement plans, such as defined benefit plans, 401(k) plans, 403(b) plans, governmental 457(b) plans and Individual Retirement Accounts (“IRAs”). This presentation will focus on the key provisions of SECURE 2.0, its challenges, and observations from a service provider perspective.
Karen McDonough is Chief Legal Officer and Practice Leader of the Regulatory and Compliance Department. She is an attorney with over 30 years of experience in the retirement and employee benefits industry.
John Lucas is Managing Consultant and a JD, CPA, and CPC. He also has over 30 years of experience in employee benefits and is the go-to resource for complicated compliance matters.
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. Remember – Free Guest Fall! Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Christine Koenig: ckoenig@dmlo.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC November 2023 - Monthly Meeting
2023-11-14 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, November 14th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by November 9th. SAVE THE DATE for the Holiday Social – December 7th.
Talent Trends in Benefits
Steve Kapper
Korn Ferry
Join us for a discussion about talent trends in benefits, including:

The Emergence of Well-Being as a Workforce Strategy
Leveraging the Benefits Portfolio to Enhance Diversity, Equity and Inclusion (DEI) Initiatives
Optimizing Benefits Cost and Ensuring Fiduciary Responsibility

Steve Kapper is a Client Partner in the Total Rewards practice of Korn Ferry, where he leads U.S. benefits. Steve consults to numerous private and public sector clients of varying sizes across the country. He develops optimal and cost-efficient benefits programs aligned with organizational, talent and total rewards strategies, which enable employers to attract, retain, and engage their workforce.
Steve holds Bachelor of Arts degrees in Statistics and Applied Mathematics from the University of California, Berkeley. He is an Associate of the Society of Actuaries (ASA) and a Member of the American Academy of Actuaries (MAAA).
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. Remember – Free Guest Fall! Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Christine Koenig: ckoenig@dmlo.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC Happy Hour - December 7, 2023
2023-12-07 16:00 - 19:00 | Ruth’s Chris Steak House, 6100 Dutchman's Lane, Louisville, KY, 40205, United States
Ruth’s Chris Steak House (6100 Dutchmans Ln, Louisville, KY 40205)
Please join us Thursday, December 7th at Ruth’s Chris for an LEBC Social. We will have a private room reserved from 4:00 to 7:00. 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 6:00.
Please RSVP HERE by Friday, December 1st, so we have an accurate headcount for costs.
Hope to see you there!

LEBC January 2024 - Monthly Meeting
2024-01-16 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, January 16th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by January 12th.
ERISA Litigation Update
Scott Stitt, Partner
Tucker Ellis
Join us for a discussion about current ERISA litigation activity.
Scott Stitt’s national litigation practice focuses on three overlapping areas: ERISA and employee benefits disputes, employee stock ownership plan (ESOP) matters, and business and employment litigation. Scott chairs the Tucker Ellis ERISA Litigation and ESOP practices and is the Partner-in-Charge of the Columbus office.
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
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC February 2024 - Monthly Meeting
2024-02-20 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, February 20th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by February 15th.
Economic Update
Ross Mayfield, Vice President, Investment Strategy Analyst
Baird
Join us for a 2024 Economic Update.
Ross Mayfield is an Investment Strategy Analyst on Baird’s PWM Equity and Fixed Income Research team. He is a CFA® professional who works closely with financial advisors to educate clients about the economy and markets. In addition, he creates investment strategy content aimed at helping clients achieve their long-term financial goals. Ross holds a bachelor’s degree in Finance from the University of Kentucky and earned his MBA from the University of Louisville.
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 Roger Cox: roger.cox@edwardjones.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC March 2024 - Monthly Meeting
2024-03-19 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, March 19th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by March 14th.
IRS Update
Ryan McDonald, Esq. IRS Employee Plans Mid Atlantlic Area Manager
Join us for a 2024 IRS Update on Employee Plans.
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 Roger Cox: roger.cox@edwardjones.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC April 2024 - Monthly Meeting
2024-04-16 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, April 16th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by April 11th.
Global Talent Trends (with focus on benefits)
LaCinda Glover, Senior Principal Consultant at Mercer

Join us to hear up to date information on Global Talent Trends with a focus on benefits impact.
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 Roger Cox: roger.cox@edwardjones.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC May 2024 - Monthly Meeting
2024-05-21 11:30 - 13:30 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, May 21th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by May 16th.
Ethics & Professionalism
Andrew L. Oringer, The Wagner Law Group

“Andrew Oringer heads the firm’s New York office and serves as its General Counsel. His expertise extends to a broad array of issues relating to ERISA and executive compensation. He advises clients regarding their pension and welfare plans and arrangements, benefits-related tax matters and fiduciary issues arising in connection with the investment of plan assets, and has extensive experience with executive compensation representing employers as well as individual executives. Andrew’s 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 intricate investment structures to address complex ERISA issues. As General Counsel, Andrew addresses a variety of ethical issues impacting an ever-growing law firm.” – Andrew L. Oringer | The Wagner Law Group
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 Roger Cox: roger.cox@edwardjones.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

Join the LEBC for a summer social at Copper & Kings!
2024-06-20 16:00 | Copper & Kings, 1121 E. Washington St, Louisville, KY, 40206, United States
We are excited to invite you to a special social event at Copper & Kings.
Event Details:
June 20th – Tour at 4:00 pm, drinks and appetizers at 5:00 pm
Copper & Kings Distillery, 1121 E Washington St, Louisville, KY 40206
Note that the venue has a small parking lot and ample street parking
RSVP Here
To ensure that we can make the necessary arrangements, please RSVP by June 12th.
If you can only attend the happy hour, that’s great too but please be sure to let us know.
Please also let us know if you have any dietary restrictions or special requests, and we will do our best to accommodate them.
For more information about the venue, you can visit https://www.copperandkings.com/
The event will kick off with a tour of the Copper & Kings Distillery at 4:00 pm, providing you with an opportunity to witness the artistry and science that goes into creating their award-winning products. Following the tour, from approximately 5:00 to 6:30 pm, we will gather at the rooftop lounge space for a relaxed and enjoyable happy hour.
We sincerely hope that you will be able to join us for this exciting event. It will be a fantastic opportunity to unwind, have fun, network, and celebrate. We look forward to your presence and the chance to spend an enjoyable afternoon together.
If you have any questions or need further information, please do not hesitate to reach out (just reply to this email).
Thank you for your continued membership in LEBC!
Warm regards,
The LEBC Executive Committee

LEBC Sep 2024 - Monthly Meeting
2024-09-17 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, September 17th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by September 12th.
Current Health Plan Trends – the Good, the Bad, the Ugly
Nelson Caudill, Vice President – Employee Benefits, USI

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 Roger Cox: roger.cox@edwardjones.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC Oct 2024 - Monthly Meeting
2024-10-22 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, October 22nd
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by October 17th.
Perspectives on Artificial Intelligence
Michael Armstrong, Vice President – Americas Client Business, Goldman Sachs
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 Roger Cox: roger.cox@edwardjones.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC November 2024 - Monthly Meeting
2024-11-19 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, November 19th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by November 14th.
Benefits issues with M&A
John R. Kirk, Partner, Bricker Graydon
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
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC Holiday Party - December 5, 2024
2024-12-05 16:30 - 19:30 | Mesh Restaurant, 3608 Brownsboro Rd, Louisville, KY, 40207
Mesh Louisville (3608 Brownsboro Rd, Louisville, KY 40207)
Please join us Thursday, December 5th at Mesh for an LEBC Social. We will have a private room reserved from 4:30 to 7:30. Don’t miss out:

Appetizer buffet from 5:00 to 7:00
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 6:00.
Please RSVP HERE by Wednesday, November 27th, so we have an accurate headcount.
Note that due to space and cost constraints, we are limiting this event to LEBC members and guests who are potential new members.
Hope to see you there!

LEBC January 2025 - Monthly Meeting
2025-01-21 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, January 21st
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by January 16th.
Economic Growth, Opportunity, and Quality of Place: Perspectives from the Mayor’s Chief of Staff
David Kaplan, Chief of Staff & General Counsel to the Office of Mayor Craig Greenberg
David Kaplan will provide an overview of various economic development projects and initiatives that Mayor Greenberg has prioritized during his Administration.
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 February 2025 - Monthly Meeting
2025-02-18 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, February 18th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by February 13th.
Economic Update
Ross Mayfield, Vice President, Investment Strategist, Baird
Join us for a 2025 Economic Update.
Ross Mayfield, CFA®, is an Investment Strategist for Baird Private Wealth Management. He provides financial education designed to help clients reach their goals, be it through investment strategy and equity research content, or through regular national media appearances on CNBC, Bloomberg, and more.
Ross holds a bachelor’s degree in Finance from the University of Kentucky, and earned his MBA from the University of Louisville. He also became a CFA charterholder in 2018 and serves as treasurer on the board of the CFA Society Louisville. Prior to Baird, Ross was an ETF Analyst and then a Research Analyst at Hilliard Lyons, which was acquired by Baird in 2019.
Through his thought leadership, Ross seeks to offer historical perspectives to clients, keeping them from getting too high in bull markets, or too low in volatile or bear markets. By visualizing data through charts and tables, Ross focuses on “myth busting,” dispelling conventional wisdom about investing with actual market performance. Ultimately, Ross looks to “simplify the chaos” that accompanies the financial news of the day, guiding clients towards smart financial decisions.
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 Tammy Mahoney: tammy.mahoney@usi.com

LEBC March 2025 - Monthly Meeting
2025-03-18 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, March 18th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by March 13th.
401(k) Fees
Mr. Chris Dall, Managing Director, Defined Contribution Retirement Solutions, PNC Institutional Asset Management
Chris is managing director, Defined Contribution Retirement Solutions, for PNC Institutional Asset Management® (PNC IAM). In this role he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. He provides functional oversight to the Retirement Plan Advisors and Employee Education Consultants who are responsible for providing defined contribution solutions to plan sponsors.
Chris joined PNC in 2015 as an Associate Investment Advisor. Most recently, Chris served as Content Manager, working closely with the IAM business and Marketing teams to create thought leadership and other content for the Outsourced Chief Investment Officer (OCIO) and DC Retirement Solutions Groups. In addition, he has authored content featured on the CFA Institute’s Enterprising Investor blog and SHRM’s blog, in addition to being quoted in industry news sources such as Plansponsor.com. He has also presented on related topics at various industry conferences and local market events. He serves as the Vice President of the Interfaith Employee Business Relations Group and is an active member of the PNC IAM Diversity, Equity, and Inclusion Working Group.
Chris graduated with a Bachelor of Science in finance from Penn State Erie, The Behrend College. Chris holds the Chartered Financial Analyst®(CFA) designation. He also studied at Oxford College and Emory University.
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 Tammy Mahoney: tammy.mahoney@usi.com

LEBC April 2025 – Monthly Meeting
2025-04-15 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, April 15th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by April 10th.
Nonqualified Retirement Plan Update
Jeffrey W. Kroh, Principal, Groom Law Group
Jeff Kroh’s practice focuses on counseling plan sponsors, financial institutions, and tax-exempt organizations regarding the design and administration of executive deferred compensation plans, annual and long-term bonus and incentive plans, equity compensation and phantom equity plans, and qualified retirement plans. In addition, his practice encompasses significant experience advising tax-exempt organizations on a broad range of tax and compliance issues, including group NIL licensing, tax-exempt structuring, UBIT and other related issues.
Since joining Groom in 2005, Jeff has worked extensively on executive compensation issues, involving traditional deferred compensation plans, supplemental executive retirement plans (SERPs), equity incentive plans, annual and long-term bonus and incentive plans, change in control and severance arrangements, employment agreements, and other top hat plan and rabbi trust design and compliance issues. Jeff regularly speaks on these topics at national conferences and webinars, and for the past 15 years, Jeff has been an adjunct professor in Georgetown Law School’s LL.M. program teaching a course on executive compensation topics.

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 Tammy Mahoney: tammy.mahoney@usi.com

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