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DTSTART;TZID=UTC:20190910T113000
DTEND;TZID=UTC:20190910T130000
DTSTAMP:20260403T173538
CREATED:20190903T230502Z
LAST-MODIFIED:20190903T230916Z
UID:3040-1568115000-1568120400@www.lebcouncil.org
SUMMARY:LEBC September Monthly Luncheon - RSVP Reminder
DESCRIPTION:September 2019\n Upcoming Events:\n  \n \n\nMonthly LEBC Meeting\nTuesday\, September 10th\, 2019\nHyatt Regency\n11:30a to 1:00p\nPlease Select:  RSVP HERE\n\n \n “Multiple Employer Plans”\n\nPresented by:  \n \n\nMichael Dicenso\nNewport Group\nExecutive Vice President \n\n\nBIO\n\n \n\n\nMichael has nearly 30 years of experience in the industry with a proven history of success in sales\, marketing and product development.  Most recently\, he provided vision\, strategy\, and merger and acquisition consulting to recordkeepers\, TPA’s\, advisors\, RIA’s and private equity firms.\nPrior to that\, Michael was president of Gallagher Fiduciary Advisors and a national practice leader for the company’s Retirement Service Division\, which included retirement plan consulting\, non-qualified executive compensations consulting\, registered investment advisory services and actuarial consulting services.  He also served as executive vice president of sales\, marketing\, relationship management and product development for RSM McGladrey.\nMichael earned his Bachelor’s degree in business administration\, marketing and management from Missouri Southern State University.  He also holds a LLIF designation from the Leadership Institute Fellow Designation Program at Babson College in Massachusetts.\n\n  \n\n\n\nMonthly Luncheon meetings are the Second Tuesday of the month. \n\n\nRegistration begins at 11:30am to allow time for networking and socializing.\nLunch will be served by 12:00pm\nSpeaker presentations begin at approximately 12:15pm\nMeetings will normally conclude between 1:00pm – 1:30pm\n\n\nGuests 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:\n \nMindy Heck\nmheck@dmlo.com
URL:https://www.lebcouncil.org/event/3040/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20190611T113000
DTEND;TZID=UTC:20190611T130000
DTSTAMP:20260403T173538
CREATED:20190603T214632Z
LAST-MODIFIED:20190603T214632Z
UID:3000-1560252600-1560258000@www.lebcouncil.org
SUMMARY:LEBC Monthly Meeting - June 2019
DESCRIPTION:“Wellness Incentive Trends”\n  \nPresented by:\nDr. Andrei Javier\nMercer\nTotal Health Management Consultant\nBIO \nDr. Andrei Javier serves as a Senior Consultant Clinical Services and Total Health Management Consultant at Mercer.  In this role\, Dr. Javier supports clients as they navigate healthcare issues and as a clinical and planning and strategy resource\, working across the industries and clients that Mercer serves.  Andrei’s interests include increasing access to health care\, chronic disease management\, health policy analysis\, and developing innovative market solutions to help organizations improve and manage the health of their employees. \nPrior to joining Mercer\, Andrei conducted and managed clinical research while service as a post-doctoral research fellow in the Nephrology Division of Vanderbilt Medical Center.  Her work centered on creating risk prediction models\, clinical interventions\, and improving quality of care for chronic kidney disease\,  She has also performed clinical care optimizing work in cardiothoracic surgery at Yale University School of Medicine.  Her research has been published in peer reviewed journals including the New England Journal of Medicine\, the Journal for the American Society of Nephrology and the World Journal of Cardiovascular Surgery.  Andrei has also worked as a health policy analyst and advisor for a boutique consulting firm\, working with the Senate Finance Committee and the California State Legislature to develop and analyze innovative solutions to heath system problems.  She worked with clients on Medicaid and COBRA financing as well as international health systems benefits and alternative physician incentive models. \nAndrei earned her undergraduate degree in behavioral neuroscience from Yale University and an M.D. from Meharry Medical College.  She has studied health policy at the University off Copenhagen and was a visiting research fellow at the University of Bologna.  She was awarded the 2017 Nashville Emerging Leader Award in Medicine and Health Care Services by the Nashville Area Chamber of Commerce.
URL:https://www.lebcouncil.org/event/lebc-monthly-meeting-june-2019/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20190517T113000
DTEND;TZID=UTC:20190517T170000
DTSTAMP:20260403T173538
CREATED:20190502T083339Z
LAST-MODIFIED:20190502T085009Z
UID:2973-1558092600-1558112400@www.lebcouncil.org
SUMMARY:RSVP - 2019 LEBC Day at The Downs
DESCRIPTION:Come join us for one of the best events offered by LEBC ! \nThis is a fantastic opportunity to socialize and kick back with your benefit practitioner peers. \nLEBC Members receive 1 ticket for the event. Additional tickets for Guests may be purchased. \nGuests are always welcome and encouraged. Tickets are $60 each and are non-refundable. \nGates open at 11:30 am with the First Post at 12:45. \nLunch is served from the Chef’s Table Buffett from 11:30am – 2:30pm \nAttendees will also receive a Racing Program and $10 Downs Dollars to purchase a cocktail of choice (optional) \nWe will be in the Millionaire’s Row 6th Floor this year for optimized seating arrangements. \nFree Parking will be available by Gate 10. Follow the signs for the Millionaire’s Row 6th Floor.
URL:https://www.lebcouncil.org/event/rsvp-2019-lebc-day-at-the-downs/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20190409T113000
DTEND;TZID=UTC:20190409T130000
DTSTAMP:20260403T173538
CREATED:20190131T055503Z
LAST-MODIFIED:20190326T073937Z
UID:2860-1554809400-1554814800@www.lebcouncil.org
SUMMARY:LEBC Monthly Meeting - April 2019
DESCRIPTION:“Mergers & Acquisitions: How to Turn M&Ayhem Into M&Agnificent”\n  \nPresented by:\nIlene H. Ferenczy\, J.D.\, CPC\, APA\nManaging Partner                                                                          Ferenczy Benefits Law Center\nAtlanta\, GA\nBIO \nIlene Ferenczy advises clients on all types of employee benefit plans\, particularly focusing on qualified retirement plans\, benefits issues in mergers and acquisitions\, and advising third-party administrators on technical and practice issues.  Having become an attorney after more than ten years as a third-party administrator\, she brings a unique and practical approach to her advice.  She is a member of the State Bars of Georgia and California\, and holds designations as a Certified Pension Consultant from the ASPPA and Accredited Pension Administrator from NIPA.  Ms. Ferenczy is the 2007 recipient of ASPPA’s Educator of the Year Award\, and the 2017 recipient of NIPA’s Excellence in Education Award. \nIlene is a nationally known speaker on benefits issues\, and has authored more than 100 articles for publications such as the Journal of Pension Benefits\, The 401(k) Advisor\, and the ASPPA Journal (now The Plan Consultant).  Her book\, Employee Benefits in Mergers and Acquisitions\, an Aspen publication\, is now in its 17th edition.  Ms. Ferenczy is a past adjunct professor in the College of Law at Georgia State University in Atlanta\, Georgia\, and on the Employee Benefits Advisory Board of the John Marshall Law Center for Tax Law and Employee Benefits in Chicago\, Illinois.
URL:https://www.lebcouncil.org/event/lebc-april-monthly-meeting/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20190312T113000
DTEND;TZID=UTC:20190312T130000
DTSTAMP:20260403T173538
CREATED:20190102T221336Z
LAST-MODIFIED:20190131T053910Z
UID:2786-1552390200-1552395600@www.lebcouncil.org
SUMMARY:LEBC Monthly Meeting - March 2019
DESCRIPTION:“Navigating Social Security & Medicare”\n  \nPresented by:\nKay Tong\nThe Social Security Administration\nLouisville\, KY\nKay Tong – BIO \nKay is the KY Area Public Affairs Specialist.  Kay has been with the Social Security Administration for 18 years.  She is out-stationed here in Louisville\, KY at the Social Security office located in downtown Louisville at the Gene Snyder Federal Courthouse. 
URL:https://www.lebcouncil.org/event/lebc-monthly-meeting-march-2019/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20190212T113000
DTEND;TZID=UTC:20190212T130000
DTSTAMP:20260403T173538
CREATED:20190102T214127Z
LAST-MODIFIED:20190102T220812Z
UID:2785-1549971000-1549976400@www.lebcouncil.org
SUMMARY:LEBC Monthly Meeting - February 2019
DESCRIPTION:“2019 Economic Update”\nPresented by:\nDr. Francis E. Raymond\nAssociate Dean of the Rubel School of Business\nBellarmine University\nDr. Raymond is a Professor of Economics\, MBA Director\, and Associate Dean of the Rubel School of Business at Bellarmine University.  He served as chair of the Department of Finance and Economics for 12 years.  He received his BA in Mathematics at The College of the Holy Cross in Worcester\, Massachusetts\, his MS in Mathematics at the University of North Carolina\, Chapel Hill\, and his PhD in Economics at Indiana University – Bloomington.  His research and teaching focus on issues in international development\, macroeconomics and econometrics.  He has most recently coordinated student consulting projects with Schneider Electric\, Sortino Advisory Partners\, Papa Johns\, Louisville Urban League and Brown Forman.  In addition\, he has multiple publications\, following are a few of his most recent: \n\n“The Aplia Math Assessment Scores and Introductory Economics Courses: An Analysis\,” with       M. McCrickard\, A. Raymond and H. Song\, Journal of Business and Educational Leadership\, 8(1)\, Fall 2018.\n“A Modern Validation of Hotelling’s Rule\,” Theoretical Economics Letters\, 7\, December 2017.\n“Voluntarily Relinquishing Private Property Rights: The Existence of Risk-Pooling Equilibria when facing Environmental Uncertainty\,” with B. W. Raymond\, Theoretical Economics Letters\, 5\, 2015\n“Creating a Relevant and Beneficial Capstone Experience in Economics\,” with A. Deck and M.J. McCrickard\, Journal of Business and Behavioral Sciences\, Fall 2013.\n“Immiserizing Credit: Challenging the Efficacy of Microfinance\,” with J.Q. Adams\, Modern Economy\, 4(8)\, August 2013.\nUnderstanding Economic Analyses and Techniques for MBAs\, with E.G. Dolan\, 4th edition\, BVT\, Redding\, CA\, 2013.\n\n  \n \nDr. Francis E. Raymond  \nBellarmine University \nRubel School of Business \n 
URL:https://www.lebcouncil.org/event/lebc-monthly-meeting-february-2019/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20190108T113000
DTEND;TZID=UTC:20190108T130000
DTSTAMP:20260403T173538
CREATED:20181219T174424Z
LAST-MODIFIED:20181219T190000Z
UID:2764-1546947000-1546952400@www.lebcouncil.org
SUMMARY:January 2019 - Monthly Luncheon
DESCRIPTION:“The Current CyberSecurity Landscape”\nPresented by:\n \nMilton Bartley\, Co-Founder\nPresident & CEO\nImageQuest\nMilton Bartley is one of Nashville’s most recognizable business leaders. From serving as a combat leader in the United States Army to launching an IT services company\, his drive to achieve has led him to the fulfillment of a better life for himself and his family. In 2007\, Milton co-founded ImageQuest\, and it quickly became one of the fastest growing regional technology companies. In the past\, Milton has been included in the MSPMentor Top 250\, recognizing the world’s top managed services provider (MSP) executives\, entrepreneurs and experts. Milton believes “It takes a team of committed individuals to build and grow a business in today’s world of rapidly changing technology.” \n 
URL:https://www.lebcouncil.org/event/january-2019-monthly-luncheon/
LOCATION:Hyatt Regency
CATEGORIES:Sub Council Luncheon
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20181211T113000
DTEND;TZID=UTC:20181211T130000
DTSTAMP:20260403T173538
CREATED:20181204T034851Z
LAST-MODIFIED:20181204T035857Z
UID:2719-1544527800-1544533200@www.lebcouncil.org
SUMMARY:LEBC 2018 Holiday Luncheon - Please RSVP
DESCRIPTION:Annual Holiday Luncheon\nPlease join us for our annual holiday luncheon.  This is a great opportunity to share conversation with other employee benefit practitioners.  Your attendance is important as we also will hold a vote on the new Executive Committee. \nWe hope you will join us and perhaps bring a guest who is curious about or considering membership. \n\nHyatt Regency\nTuesday\, December 11th\n11:30 – 1pm
URL:https://www.lebcouncil.org/event/lebc-2018-holiday-luncheon-please-rsvp/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20181113T113000
DTEND;TZID=UTC:20181113T130000
DTSTAMP:20260403T173538
CREATED:20181105T220517Z
LAST-MODIFIED:20181105T220517Z
UID:2683-1542108600-1542114000@www.lebcouncil.org
SUMMARY:November LEBC Monthly Meeting
DESCRIPTION:“Evolving Trends and Strategic Value of Voluntary Benefits”\nPresented by:\nMichael J. Thompson\nPrincipal\nMercer  (Atlanta\, GA)\nMichael Thompson is Mercer’s Voluntary Benefits Practice Leader in the Southeast U.S.\, headquartered out of Atlanta\, GA.  Mr. Thompson’s primary responsibility is to further clients’ and consultants’ awareness of the strategic importance of voluntary benefits and to steward accelerated growth of the voluntary segment.  Mr. Thompson has more than 25 years of experience in the insurance segment with expertise in all lines of distribution.  He has a proven record of strategic planning and tactical execution\, both domestically and internationally\, which has consistently improved the financial\, marketing\, and operational performance of the organizations with which he has worked. \nHis previous roles include Global Vice President of voluntary benefits for AIG’s’ Life Companies out of Hong Kong; Global Vice President of Corporate development for Aon’s Life Companies; Managing Director of Aon’s Latin American Life & Health Companies; and Senior Vice President of United Family Life Insurance Company\, an Assurant Company.  Mr. Thompson served as an expatriate executive around the world for nearly 14 years and holds a BA in Economics from the University of Georgia and an MBA from Georgia State University. \n 
URL:https://www.lebcouncil.org/event/november-lebc-monthly-meeting/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20181023T120000
DTEND;TZID=UTC:20181023T130000
DTSTAMP:20260403T173538
CREATED:20181011T000245Z
LAST-MODIFIED:20181011T000340Z
UID:2675-1540296000-1540299600@www.lebcouncil.org
SUMMARY:RSVP Reminder - October Health & Welfare Sub-Council Meeting
DESCRIPTION:October Health & Welfare Sub-Council Meeting\n“A Discussion about HIPAA Privacy and Security”\nHIPAA Training for those in HR who handle protected health information as part of their job and who should have training in HIPAA as part of their compliance obligations. \nPresented by:  Carl Lammers\, Frost Brown Todd\, LCC \nWhere:  Swag Restaurant – Hyatt \nWhen:  Tuesday\, October 23rd\, 12pm – 1pm \nLearn more about Carl here.
URL:https://www.lebcouncil.org/event/rsvp-reminder-october-health-welfare-sub-council-meeting/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20181009T113000
DTEND;TZID=UTC:20181009T130000
DTSTAMP:20260403T173538
CREATED:20180905T074308Z
LAST-MODIFIED:20181003T180448Z
UID:2572-1539084600-1539090000@www.lebcouncil.org
SUMMARY:October LEBC Monthly Meeting
DESCRIPTION:“Panel Discussion – Perspectives on Conducting an Effective RFP”\nPanelists:\nAlison M. Stemler\nMember\nFrost Brown Todd LLC\nLaura Stallard\, CPA\nOwner\nLaura Stallard CPA\, LLC\nLarry Vignola\nManaging Partner\nStableTwo Financial
URL:https://www.lebcouncil.org/event/october-lebc-monthly-meeting/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180911T113000
DTEND;TZID=UTC:20180911T130000
DTSTAMP:20260403T173538
CREATED:20180905T073355Z
LAST-MODIFIED:20180905T073355Z
UID:2571-1536665400-1536670800@www.lebcouncil.org
SUMMARY:September LEBC Monthly Lunch Meeting
DESCRIPTION:“Current Trends in ERISA Litigation / Service Provider Fee Disclosures”\nPresented by:\nBradford Campbell\nPartner\nDrinker Biddle & Reath\, LLP\nMr. Campbell advises financial service providers and plan sponsors on ERISA Title I issues\, including fiduciary conduct and prohibited transactions.  A nationally-recognized figure in employer-sponsored retirement plans.  Brad is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration. \nAs ERISA’s “top cop” and primary federal regulator\, he provides his clients with insight and knowledge across a broad range of ERISA-plan related issues.  He also serves as an expert witness in ERISA litigation.  Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors.  In addition\, he testified before three Congressional Committees regarding the effects of the Department of Labor fiduciary regulation. \nA special thanks to Brandon Shea of T. Rowe Price Investments for sponsoring Brad for the LEBC September monthly meeting.
URL:https://www.lebcouncil.org/event/september-lebc-monthly-lunch-meeting/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20180626T120000
DTEND;TZID=America/Kentucky/Louisville:20180626T130000
DTSTAMP:20260403T173538
CREATED:20180620T155453Z
LAST-MODIFIED:20180620T155454Z
UID:2554-1530014400-1530018000@www.lebcouncil.org
SUMMARY:June Sub Council Meeting - Health & Welfare
DESCRIPTION:Mercer’s National Survey of Employer-Sponsored Health Plans\nPresented by:\nPatrick C. Baker\, Principal\nMercer Health & Benefits LLC\n \nPlease read : Patrick’s Bio
URL:https://www.lebcouncil.org/event/june-sub-council-meeting-health-welfare/
LOCATION:Sway Restaurant at Hyatt Regency\, 311 S 4th Street\, Louisville\, KY\, 40202\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180612T113000
DTEND;TZID=UTC:20180612T130000
DTSTAMP:20260403T173538
CREATED:20180105T183049Z
LAST-MODIFIED:20180411T164450Z
UID:2243-1528803000-1528808400@www.lebcouncil.org
SUMMARY:2018 June Monthly Luncheon
DESCRIPTION:“Fiduciary Updates”\n  \nAndrew L. Oringer – Partner (Tentatively Scheduled)\nDechert\, LLP.\nNew York City\, New York\nAndrew L. Oringer is co-chair of Dechert’s ERISA and Executive Compensation group\, and leads the firm’s national fiduciary practice in New York. He counsels clients on their employee benefit plans and programs\, benefits-related tax matters and fiduciary issues arising in connection with the investment of employee benefit plan assets. \nMr. Oringer’s practice includes advising clients regarding ERISA and employee benefits generally\, including 401(k) and other retirement plans as well as medical and other welfare plans. His advice to clients encompasses all aspects of corporate transactions and initial public offerings in which benefits and compensation issues play a central part. He regularly counsels financial institutions and plan fiduciaries regarding investments\, and has been instrumental in designing complex investment structures to address difficult ERISA issues. \nMr. Oringer advises clients with respect to the design and implementation of arrangements relating to executive compensation\, including stock option and other equity-based arrangements. His practice extends to the representation of employers and executives in the negotiation of executive employment and termination agreements. \nNationally known for his experience with ERISA and matters relating to executive compensation\, Mr. Oringer is a frequent speaker and writer on a wide variety of topics. His written work includes the chapter on Releases in the Section 409A Handbook\, and the chapter on Investment Funds and ERISA in ERISA Fiduciary Law. Publications including The Wall Street Journal\, The New York Times\, The Financial Times\, Crain’s Pensions & Investments\, Newsday\, USA Today and The Chicago Sun Times have quoted him in articles on employee benefits issues. He has authored\, co-authored or contributed to numerous bar comment letters and reports to regulators on both fiduciary and compensation issues\, and has testified at the request of Congress regarding certain proposed Department of Labor regulations. \nMr. Oringer holds leadership roles for the American Bar Association and the New York State Bar Association and is on the advisory boards for a number of leading publications covering ERISA and executive compensation. He also teaches ERISA as an adjunct professor and in other educational settings. \nSeveral major legal directories have recognized Mr. Oringer as a leading lawyer\, including Chambers USA (2005-2017)\, The Legal 500 (2014-2017)\, The Best Lawyers in America (2006-2017)\, New York Super Lawyers (2006-2017\, including repeated listings among New York City’s Top 100 lawyers across all practice areas) and the Practical Law Company’s Labour and Employee Benefits Cross-Border Handbook (2007\, 2010-2012).
URL:https://www.lebcouncil.org/event/2018-june-monthly-luncheon/
LOCATION:Hyatt Regency
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180518T113000
DTEND;TZID=UTC:20180518T170000
DTSTAMP:20260403T173538
CREATED:20180329T182701Z
LAST-MODIFIED:20180411T164333Z
UID:2455-1526643000-1526662800@www.lebcouncil.org
SUMMARY:2018 Day at the Downs
DESCRIPTION:Come join us for one of the best events offered by LEBC ! \nThis is a fantastic opportunity to socialize and kick back with your benefit practitioner peers. \nLEBC Members receive 1 ticket for the event. Additional tickets for Guests may be purchased. \nGuests are always welcome and encouraged. Tickets are $60 each and are non-refundable. \nGates open at 11:30 am with the First Post at 12:45. \nLunch is served from the Chef’s Table Buffett from 11:30am – 2:30pm \nAttendees will also receive a Racing Program and $10 Downs Dollars to purchase a cocktail of choice (optional) \nWe will be in the Millionaire’s Row 4th Floor this year for optimized seating arrangements. \nFree Parking will be available by Gate 10. Follow the signs for the Millionaire’s Row 4th Floor. A map is provided below:
URL:https://www.lebcouncil.org/event/2018-day-at-the-downs/
LOCATION:Churchill Downs\, 700 Central Avenue\, Louisville\, KY\, 40208\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180410T113000
DTEND;TZID=UTC:20180410T130000
DTSTAMP:20260403T173538
CREATED:20180228T020045Z
LAST-MODIFIED:20180329T175250Z
UID:2342-1523359800-1523365200@www.lebcouncil.org
SUMMARY:2018 April Monthly Luncheon
DESCRIPTION:Bret Hamlin\nAttorney / Shareholder\nHill Ward Henderson\nBret is a Shareholder in the firm’s Executive Compensation & Employee Benefits Group. He practices primarily in the areas of employee benefits\, deferred compensation and trusts. Prior to entering the private practice of law\, he provided plan design and consulting\, third-party administration and investment\, as well as retirement plan education services for clients. \nBret represents large\, medium and small employers with respect to many employee benefit matters\, including both single employer and multiple employer qualified retirement plans\, deferred compensation and welfare benefit plan matters. A significant portion of his practice involves plan compliance\, ERISA fiduciary best practices and plan corrections under IRS and Department of Labor compliance resolution programs. He also represents clients with respect to IRS plan examinations and Department of Labor plan investigations. \nBret is an active member of the Employee Benefits Committee of the Tax Section of Taxation of the American Bar Association\, the Tampa Bay Pension Council\, the Florida West Coast Employee Benefits Council\, and the National Association of Professional Employer Organizations (NAPEO). He is also a past President of the Florida West Coast Employee Benefits Council. \nBret frequently speaks to both professional groups and plan sponsor groups regarding a variety of employee benefit topics. \nBret is active in a number of community and civic organizations. He devotes a great deal of time to United States Masters Swimming and its local and regional affiliates.
URL:https://www.lebcouncil.org/event/2018-april-monthly-luncheon-2/
LOCATION:Hyatt Regency
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180320T120000
DTEND;TZID=UTC:20180320T170000
DTSTAMP:20260403T173538
CREATED:20180314T161532Z
LAST-MODIFIED:20180321T144328Z
UID:2402-1521547200-1521565200@www.lebcouncil.org
SUMMARY:2018 March Sub Council - Retirement Plans
DESCRIPTION:“Key Trends in Retirement Plans”\nPresented by:\nLawrence N. Vignola\nManaging Principal/Owner\nStable Two Financial LLC\nThis presentation will provide an overview of a number of key trends impacting retirement plans\, followed by a more in-depth look at fee benchmarking and the evolution of how companies pay for plan administration. \nLarry is the Managing Principal/Owner of Stable Two Financial LLC\, a registered investment adviser that is dedicated to improving the performance of institutional retirement plans. Prior to acquiring Stable Two Financial\, Larry spent thirteen years with Fidelity Investments in a variety of roles including Senior Vice President of Client Relationship Management\, SVP Marketing/Product Management\, and SVP-National Sales Manager. \nBefore his tenure with Fidelity\, Larry served in a variety of field and home office roles within the retirement and employee benefits divisions of Aetna Financial Services\, including Assistant Vice President of Guaranteed Products for Aetna Capital Management\, and Director of Product Management for Aetna’s full service defined contribution products. \nSupplementing his work with Stable Two Financial\, he has been a periodic speaker at Cincinnati Bar Association Employee Benefit Committee events on topics such as fee disclosure and due diligence process design. He was also a panelist for two years on a national webinar for attorneys focused on trends in retirement plan revenue sharing\, prudent due diligence processes\, and alternative pricing strategies. \nLarry has also focused on supporting his community and is currently a member of the Board of Trustees for Cincinnati Playhouse in the Park where he is a past Chair and President of the Board. His prior affiliations include: Trustee of the Contemporary Arts Center (Board Vice President); member of the Junior League of Cincinnati’s Community Advisory Council; a member of the Executive Cabinet of the 2009 Fine Arts Fund Campaign and an ex officio member of the Board of ArtsWave. \nHe received his B.S. degree in Marketing from Florida Southern College\, his Executive Certificate in Financial Planning from Xavier University\, and currently holds FINRA Series 7\, 22\, 26\, 63\, and 65 licenses.
URL:https://www.lebcouncil.org/event/2018-march-sub-council/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180320T120000
DTEND;TZID=UTC:20180320T170000
DTSTAMP:20260403T173538
CREATED:20180228T014704Z
LAST-MODIFIED:20180321T144820Z
UID:2340-1521547200-1521565200@www.lebcouncil.org
SUMMARY:2018 March Monthly Luncheon
DESCRIPTION:“The Current State of Multiple Employer Plans”\nPresented by:\nJames Kais\nSenior Vice President/Managing Director\nTransamerica Retirement Solutions LLC\nJim Kais brings knowledge\, passion\, and over two decades of retirement services experience to his role as senior vice president and managing director for Transamerica Retirement Solutions. Since joining Transamerica in 2006\, he has led successful sales\, product\, and strategy efforts that focus on defined benefits\, multiple employer plans (MEPs)\, third-party administrator (TPA)/3(16) distributions\, not-for-profits\, the Retirement Plan Exchange®\, Taft-Hartley\, Davis-Bacon/Prevailing Wage\, prospect development\, and affinity markets. In addition to retirement services\, Jim possesses exceptional knowledge of the professional employer organization (PEO) business and operating models. He has testified in front of the Senate HELP committee\, Senate Finance Committee and House Labor committee on coverage\, pooled employer plans\, state run plans and the fiduciary rule.
URL:https://www.lebcouncil.org/event/2018-march-monthly-luncheon-2/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180320T120000
DTEND;TZID=UTC:20180320T170000
DTSTAMP:20260403T173538
CREATED:20180105T181804Z
LAST-MODIFIED:20180321T150030Z
UID:2239-1521547200-1521565200@www.lebcouncil.org
SUMMARY:2018 March Monthly Luncheon
DESCRIPTION:Open MEP & Exchanges\n James Kais\nSVP & Managing Director\nTransamerica Retirement Solutions LLC\nJim Kais brings knowledge\, passion\, and over two decades of retirement services experience to his role as senior vice president and managing director for Transamerica Retirement Solutions. Since joining Transamerica in 2006\, he has led successful sales\, product\, and strategy efforts that focus on defined benefits\, multiple employer plans (MEPs)\, third-party administrator (TPA)/3(16) distributions\, not-for-profits\, the Retirement Plan Exchange®\, Taft-Hartley\, Davis-Bacon/Prevailing Wage\, prospect development\, and affinity markets. In addition to retirement services\, Jim possesses exceptional knowledge of the professional employer organization (PEO) business and operating models. He has testified in front of the Senate HELP committee\, Senate Finance Committee and House Labor committee on coverage\, pooled employer plans\, state run plans and the fiduciary rule.
URL:https://www.lebcouncil.org/event/2018-march-monthly-luncheon/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180220T120000
DTEND;TZID=UTC:20180220T170000
DTSTAMP:20260403T173538
CREATED:20180224T005745Z
LAST-MODIFIED:20180321T145120Z
UID:2328-1519128000-1519146000@www.lebcouncil.org
SUMMARY:2018 February Sub Council - Health & Welfare
DESCRIPTION:“ERISA Litigation in Health & Welfare – A case by case conversion”\nPresented by: \nBenjamin J Evans \nPartner \nBingham Greenebaum Doll\, LLP \nLearn more about Ben here. \n  \nJoin us for lunch at the Hyatt’s restaurant Swag
URL:https://www.lebcouncil.org/event/2018-february-sub-council-health-welfare/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180220T120000
DTEND;TZID=UTC:20180220T170000
DTSTAMP:20260403T173538
CREATED:20180202T184754Z
LAST-MODIFIED:20180321T145422Z
UID:2276-1519128000-1519146000@www.lebcouncil.org
SUMMARY:RSVP Reminder:  2018 February LEBC Monthly Meeting
DESCRIPTION: February 2018\n Upcoming Events:\n  \nMonthly LEBC Meeting \nTuesday\, February 13th\, 2018\nHyatt Regency\n11:30a to 1:00p\nPlease Select:  RSVP HERE\n \n\nTOPIC:  “Global Market Outlook – 2018”  \n\n\n\n\nPresented By:\nJeffrey Kleintop\, CFA\n\n\nChief Global Investment Strategist\nCharles Schwab & Co. Inc.\n\n\n\n \n\n\nPresentation Description:\n\n\n\nJeffrey Kleintop will focus on the surprises around the world that savvy investors need to watch out for as both opportunities and risks. He will discuss invaluable and simple tools for evaluating markets and present investment ideas focused specifically on the unique environment ahead.\n\nBIO:\n\nAs Chief Global Investment Strategist at Charles Schwab\, Jeffrey Kleintop analyzes and discusses international markets\, trends and events to help U.S. investors understand their significance and financial implications.  In this role\, Kleintop provides research\, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services clients thorough written reports\, video content\, conference calls\, webcasts and in-person events. \nKleintop is frequently cited in a range of national media outlets including the Wall Street Journal\, The New York Times Barron’s and Financial Times\, and he is a regular guest on high profile news networks including\, CNBC\, Bloomberg\, Fox Business News\, PBS and ABC News.  Kleintop has been a featured or keynote speaker at dozens of industry events annually including the Barron’s TOP Financial Advisor Summit and the Financial Planning Association annual conference. \nPrior to joining Schwab\, Kleintop served as chief market strategist at LPL Financial.  Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America.  Kleintop is the author of Market Evolution:  How to Profit in Today’s Changing Financial Markets\, which was published in 2006. \nKleintop earned his B.S. degree in Business Administration from the University of Delaware and received his M.B.A. degree from Pennsylvania State University.  He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA).\n \n  \nMonthly Luncheon meetings are the Second Tuesday of the month. \n\n\nRegistration begins at 11:30am to allow time for networking and socializing.\nLunch will be served by 12:00pm\nSpeaker presentations begin at approximately 12:15pm\nMeetings will normally conclude between 1:00pm – 1:30pm\n\n\nGuests 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:\n \nStacey Huse
URL:https://www.lebcouncil.org/event/rsvp-reminder-2018-february-lebc-monthly-meeting/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180220T120000
DTEND;TZID=UTC:20180220T170000
DTSTAMP:20260403T173539
CREATED:20180105T181131Z
LAST-MODIFIED:20180321T150129Z
UID:2236-1519128000-1519146000@www.lebcouncil.org
SUMMARY:2018 February Monthly Luncheon
DESCRIPTION:2018 Economic Update\nJeffrey Kleintop\, Chief Global Investment Strategist\nCharles Schwab & Co.\, Inc.\nJeffrey Kleintop is Senior Vice President\, Chief Global Investment Strategist. In this role\, he is responsible for analyzing and discussing international markets\, trends and events to help U.S. investors understand their significance and financial implications. He provides research\, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients. \nPrior to joining Schwab\, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. \nJeffrey is frequently cited in a range of national media outlets including The Wall Street Journal\, the New York Times\, Barron’s and Financial Times\, and he is a regular guest on news networks including CNBC\, Bloomberg\, Fox Business News\, PBS and ABC News. He has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest\,” and has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference. \nJeffrey earned a Bachelor of Science degree in Business Administration from the University of Delaware and an M.B.A. from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA®) charterholder.
URL:https://www.lebcouncil.org/event/2018-february-monthly-luncheon/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180121T120000
DTEND;TZID=UTC:20180121T170000
DTSTAMP:20260403T173539
CREATED:20180103T234734Z
LAST-MODIFIED:20180321T150317Z
UID:2188-1516536000-1516554000@www.lebcouncil.org
SUMMARY:2018 January Monthly Luncheon
DESCRIPTION:“Plan Sponsor Attitudes”\nJoshua T. Jones\nVice President – Workplace Investing\nFidelity Investments
URL:https://www.lebcouncil.org/event/2018-january-monthly-luncheon/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180120T120000
DTEND;TZID=UTC:20180120T170000
DTSTAMP:20260403T173539
CREATED:20180321T143851Z
LAST-MODIFIED:20180321T144904Z
UID:2185-1516449600-1516467600@www.lebcouncil.org
SUMMARY:2018 January Meeting
DESCRIPTION:“Plan Sponsor Attitudes”\nJoshua T. Jones\nVice President
URL:https://www.lebcouncil.org/event/2018-january-meeting/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180120T120000
DTEND;TZID=UTC:20180120T170000
DTSTAMP:20260403T173539
CREATED:20180105T025748Z
LAST-MODIFIED:20180321T150206Z
UID:2228-1516449600-1516467600@www.lebcouncil.org
SUMMARY:RSVP Reminder - January 2018 LEBC Monthly Meeting
DESCRIPTION: January 2018\n Upcoming Events:\n  \nMonthly LEBC Meeting\nTuesday\, January 9th\, 2018\nHyatt Regency\n11:30a to 1:00p\nPlease Select:  RSVP HERE\n \nTOPIC:  “2017 Retirement Plan Sponsor Attitudes”  \n\n\n\nPresented By:\nJoshua T. Jones\n\n\nFidelity Investments\n\n\n\n \n\n\nPresentation Description:\n\n\nRetirement Plan Sponsors attitudes continue to evolve from year to year.  Joshua will share the attitudes of today’s plan sponsor that were revealed in a recent study done by Fidelity Investments.  Please join us for an insightful presentation on the needs and wants of today’s retirement plan sponsors.\n  \n\n\nMeeting Room \n* Churchill Room (2nd Floor)\n\n\n \n\n\nParking\n\n\n* Enter Hyatt Parking Garage from Jefferson Street and you will see the parking ticket machine on your left.  Please bring parking ticket to meeting and we will attach a stamp to cover your cost of parking.\n .\n\n\n\nMembership Dues – REMINDER\n\n\n* If you haven’t sent in your membership dues please feel free to bring them to the January meeting or mail in by January 31st.\n\n  \n\n  \n\nMonthly Luncheon meetings are the Second Tuesday of the month. \n\n\nRegistration begins at 11:30am to allow time for networking and socializing.\nLunch will be served by 12:00pm\nSpeaker presentations begin at approximately 12:15pm\nMeetings will normally conclude between 1:00pm – 1:30pm\n\n\nGuests 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:\n \nStacey Huse
URL:https://www.lebcouncil.org/event/rsvp-reminder-january-2018-lebc-monthly-meeting/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180120T120000
DTEND;TZID=UTC:20180120T170000
DTSTAMP:20260403T173539
CREATED:20180104T005551Z
LAST-MODIFIED:20180321T150228Z
UID:2194-1516449600-1516467600@www.lebcouncil.org
SUMMARY:2018 January Monthly Luncheon
DESCRIPTION:“Plan Sponsor Attitudes”\nJoshua T. Jones\nVice President – Workplace Investments\nFidelity Investments
URL:https://www.lebcouncil.org/event/2018-january-monthly-luncheon-2/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20170526T120000
DTEND;TZID=UTC:20170526T170000
DTSTAMP:20260403T173539
CREATED:20170502T153400Z
LAST-MODIFIED:20170512T213010Z
UID:1734-1495800000-1495818000@www.lebcouncil.org
SUMMARY:2017 Day at the Downs
DESCRIPTION:Come join us for one of the best events offered by LEBC !\nThis is a fantastic opportunity to socialize and kick back with your benefit practitioner peers. \nLEBC Members receive 1 ticket for the event. Additional tickets for Guests may be purchased. \nGuests are always welcome and encouraged. Tickets are $60 each and are non-refundable. \nGates open at 11:30 am with the First Post at 12:45. \nLunch is served from the Chef’s Table Buffett from 11:30am – 2:30pm \nAttendees will also receive a Racing Program and $10 Downs Dollars to purchase a cocktail of choice (optional) \nWe will be in the Millionaire’s Row 4th Floor this year for optimized seating arrangements. \nFree Parking will be available by Gate 10. Follow the signs for the Millionaire’s Row 4th Floor. A map is provided below: \n \n  \n  \n 
URL:https://www.lebcouncil.org/event/2017-day-downs/
LOCATION:KY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20170526T083000
DTEND;TZID=America/Kentucky/Louisville:20170526T120000
DTSTAMP:20260403T173539
CREATED:20170509T232600Z
LAST-MODIFIED:20170512T225008Z
UID:1746-1495787400-1495800000@www.lebcouncil.org
SUMMARY:2017 CE Event at the Downs
DESCRIPTION:BiographyIntroducing a NEW LEBC Event for 2017!!!\nCE Event at the Downs– 9am to 12pm\nAs part of the Sub Council membership\, we are pleased to offer this event. Sub Council members are encouraged to bring a guest who may be interested in joining LEBC or adding Sub Council to their membership renewal. For non-Sub Council Members and Guests looking for CE\, this event is attractively priced at $65. \n\n\n3 Hours of CE Credit\n\n\n Doors open at 8am with registration beginning at 8:30am\n\n\nCome hear 3 different industry experts:\n\n\nDavid Whaley – Biography\n Partner\, Thompson Hine LLP\n“Protecting Yourself from Legal Problems: Audits\, Lawsuits & Insurance Issues” \n  \nJulie R. Pugh – Biography\nAttorney\, Graydon Head\n“Leave of Absence-When\, How and the Practical Application of Continuation of Benefits” \n  \nJoseph H Kramer –\n Benefit Advisor\, EBSA\n“Work & Life Changes Require Health Choices”\n “Taking the Mystery out of Retirement Planning and Retirement Solutions for Small Businesses” \n  \nLocation\nThe event will be held in the Oaks Room on the 4th Floor.
URL:https://www.lebcouncil.org/event/2017-ce-event-downs/
LOCATION:Churchill Downs\, 700 Central Avenue\, Louisville\, KY\, 40208\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20170425T120000
DTEND;TZID=UTC:20170425T130000
DTSTAMP:20260403T173539
CREATED:20170420T091307Z
LAST-MODIFIED:20170906T191050Z
UID:1722-1493121600-1493125200@www.lebcouncil.org
SUMMARY:2017 LEBC April Health & Welfare Sub-Council Meeting
DESCRIPTION:TOPIC:  “Mercer’s Annual Survey of Employer Health Plans”  \n\n\n\n\nPresented By:\nAlex Tatman\nBenefits Consultant\nMercer Inc.\n\n\n\nAlex is an Associate in the Health business of the Louisville office with over 5 years of experience with Mercer. His primary responsibilities currently include: overall benefits strategy development; design\, pricing\, and monitoring of group health plans; advanced health care claim reporting and analytics; Absence\, Disability and Life plan strategy development\, renewals and marketing; and actuarial valuations for non-pension postretirement and post-employment benefit programs (e.g.\, per ASC 712 and 715).  \nHe is a graduate of Coe College with a B.S. in Mathematics and Economics\, where he was also a four year letterman in basketball. \n 
URL:https://www.lebcouncil.org/event/april-lebc-sub-council-meeting/
LOCATION:KY
CATEGORIES:Sub Council Luncheon
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20170314T113000
DTEND;TZID=UTC:20170314T130000
DTSTAMP:20260403T173539
CREATED:20170307T210434Z
LAST-MODIFIED:20170906T191026Z
UID:1542-1489491000-1489496400@www.lebcouncil.org
SUMMARY:2017 March Monthly Luncheon
DESCRIPTION:“Update on Significant Qualified Plan Guidance”\nPresented by:\nPamela D. Perdue\, Esq.\nEmployee Benefits Attorney\nPamela D. Perdue\, Esq. is an Employee Benefits Attorney practicing in St. Louis\, Missouri.  She is a Fellow of the American College of Employee Benefits Counsel and previously served on its Board of Governors.  Ms. Perdue is a frequent writer and national speaker on the topic of employee benefits having made presentations for such organizations as the American Law Institute – American Bar Association; the Employee Benefits Institute; the Southern Federal Tax Institute; the Alabama Federal Tax Institute; the Tennessee Federal Tax Institute and numerous other organizations.  She is listed in the Best Lawyers in American under the Employee Benefits Section (1995-2016).\n\nShe is the author of the book Qualified Pension and Profit Sharing Plans published by Thomson Reuters.  She is also the author of the twice monthly Employee Benefits Newsletter published by RIA entitled “Pamela D. Perdue’s Pension & Benefits Update.”\nMeeting Location\nThis month’s meeting will be on THE SECOND FLOOR of the Marriott in Bluegrass I & II. Click Here for a Map \nLunch Menu\nKentucky Lunch Buffet
URL:https://www.lebcouncil.org/event/2017-march-monthly-luncheon/
LOCATION:KY
CATEGORIES:Monthly Luncheon
END:VEVENT
END:VCALENDAR