Events

Upcoming Events:

Dinner Meeting

The next dinner meeting for the Florida West Coast Employee Benefits Council 2021-2022 season will be on Wednesday, September 21, 2022. This event will allow for SHRM Credits.

We welcome Rod Troyan from Troyan & Associates, P.A. to present an overview of the Qualified Domestic Relations Orders (QDROs). Topics will include the fundamental, malpractice avoidance, defined benefit plan key concepts and best practices.

Dinner is included as part of your membership fee. If you have not RSVP’d, please do so.

We now will accept renewals and new members for the 2022-2023 season. Follow this link: FWCEBC Member Form and Payment Page.

Read full invite here.

Workshop

Info coming soon.

Past Events

Date	Speaker	Topic	Title	Company	Contact
May 2022	Christopher F. Terrigino and Dennis Paleveda	Audit process for employee benefit plans		Rivero, Gordimer & Company
February 2022	Glenn Dial	Retirement Income Options and employee considerations inside 401(k) plans		American Century
January 2022	Buck Blanton	What is the DOL looking for in an investigation.		Pensionmark
November 2021	Chris Cavaliere	2021 Employment Law Update (and How they Impact Your Benefits.)	Partner	Shumaker
October 2021	Lisa Ann Scalia	What happened to 2020 & 2021? How to prepare for 2022
September 2021	Tim Parker:	How Ransomware Works
June 2020		Webcast: COVID-19 Market Impact Analysis: What Plan Sponsors Need To Know
February 2020		Finding Fresh Business Models in Retirement
January 2020		EBSA Investigations
November 2019		How America Saves
September 2019	Bill Kline	The Future of Plan Governance
April 2019	David Cowart	Real Choices Employers Make; Watching ERISA Work
March 2019	Dannae Delano	Innovations in Welfare Plan Design		The Wagner Law Group
January 2019	Paul Vitchock	Cyber Threat Landscape	Supervisory Special Agent	FBI
November 2018	Fred Barstein	Understanding DC Plan Mega Trends and DC Market Dynamics	Founder & CEO	The Retirement Advisor University
October 2018	Phyllis C. Borzi	Health Care Cost Challenges for Employer-Sponsored Plans While the ACA Is Under Attack
September 2018	Stacey Tovrov	The Future of Indexing	Vice President and Investment Strategist	BlackRock
May 2018	Paula Calimafde	Legislative Developments, Including Tax Reform	Principal	Paley Rothman	This email address is being protected from spambots. You need JavaScript enabled to view it.
April 2018	Annual Education Workshop
	1. Rick Grafmeyer	Washington Update	Partner	Capitol Tax Partners
	2. Bruce J. McNeil	A New Sheriff In Town (The Tax Cuts & Jobs Act and NQDC)	Partner	The Wagner Law Group
	3. Matthew Jackson	Cyber Liability Insurance: New Concerns and New Protections	Senior Vice President	Segal Select Insurance
	4. Russell L. Hirschhorn	How to Avoid ERISA Litigation	Partner	Proskauer
	5. Amber Griffith	Developing a Compelling Experience for the Future of Work	Principal	Mercer
March 2018	Ted Schmelzle	Emerging Liability of Recordkeeper Fee Arrangement Under New DOL Rules	Director of Plan Sponsor Services	Securian Financial	This email address is being protected from spambots. You need JavaScript enabled to view it.
February 2018	Lisa Germano	What Is In An RFP	President and General Council		This email address is being protected from spambots. You need JavaScript enabled to view it.
January 2018	Linda R. Mendel	Group Health Care Challenges	Of Counsel	Vorys, Sater, Symour and Pease LLP
October 2017	Thomas E. Clark, Jr.	Current Trends in ERISA Litigation	Partner	The Wagner Law Group	This email address is being protected from spambots. You need JavaScript enabled to view it.
September 2017	Steve Kraus	Update on the New Fiduciary Rule	Shareholder	Carlton Fields	This email address is being protected from spambots. You need JavaScript enabled to view it.
May 2017	Michael J. Dullaghan	Millennial Money – Engaging the Millennial Participant Population	Investment Specialist, DC Plans	Putnam Investments	This email address is being protected from spambots. You need JavaScript enabled to view it.
April 2017	Annual Educational Workshop
	1. Chatrane Birbal	1. The 115th Congress and the Trump Administration: The Washington Outlook for HR Public Policy	1. Senior Advisor, Government Relations	1. Society for Human Resource Management
	2. Tim Kastrinelis	2. FMLA Administrative, Compliance & Workplace Productivity Management	2. Senior Vice President	2. Liberty Mutual
	3. Don Trone, GFS	3. Behavioral Governance: Applying Neuroscience to Amplify Fiduciary Metrics"	3. Co-founder & CEO	3. 3ethos
	4. Kelly Davis, AIP	4. Wellness Rules and Regulations	4. Benefit Client Advocate	4. Bouchard Insurance
	5. Felix Okwaning Jr., FSA, EA	5. DC Optimization	5. Vice President	5. Prudential Financial
March 2017	Brian McNulty	Health Plan Cost Containment Strategies and Trends	S.E. Region Employee Benefits Practice Leader	USI Insurance Services, LLC
February 2017	Heidi LeMieur, C(k)P	Washington Retirement Update: Ahead of the Trends	DCIO Senior Consultant	Retirement Learning Center, LLC
January 2017	Kelly Davis, AIP	The Future of Health Insurance and Compliance	Benefit Client Advocate	Bouchard Insurance
December 2016	MEMBER'S HOLIDAY PARTY
November 2016	David N. Levine	DOL Enforcement for Plan Providers and Plan Sponsors: Where Does it Go Next?	Principal	Groom Law Group
October 2016	Dr. Mark Bush	Health and Welfare Issues Facing Employers	Program Director for the Bachelor's in Health Service Administration	University of Central Florida
September 2016	Gail Buckner	Social Security: Key Concepts & Sophisticated Strategies to Help Maximize Benefits.	Vice President and National Financial Planning Spokesperson	Franklin Templeton
May 2016	Lisa Power	Cyber Liability - Network Security and Privacy	Florida Branch Manager	AIG	This email address is being protected from spambots. You need JavaScript enabled to view it.
April 2016	Annual Educational Workshop
	Pam Perdue	ERISA and Employee Benefits 20 Years From Now – Laying the Groundwork Today	Partner	Summers Compton & Wells, LLC
	Heidi Braren-Walsh	Welfare & Fringe Benefit Plan Compliance	President	Braren-Walsh & Associates, Inc.
	Michael Rosenbaum	Best Practices for Retirement Plan Committees and Potential Impact of Pending DOL Fiduciary Rules	Partner	Drinker Biddle & Reath, LLP
	Jenifer A. Cromwell	‘Everything Old is New Again’ or Why We’re Talking about HIPAA Today	Partner	Bredhoff & Kaiser, P.L.L.C.
	Ann Schleck	Get Credit for the Value You Deliver to Your Plan Sponsor Clients	President	Ann Schleck & Company
March 2016	Joan Neri	2016 Fiduciary Hot Topics	Counsel	Drinker Biddle & Reath LLP	This email address is being protected from spambots. You need JavaScript enabled to view it.
February 2016	E. Thomas Foster Jr.	Retirement Readiness & The Bottom Line	National Spokesperson	MassMutual Retirement Services	This email address is being protected from spambots. You need JavaScript enabled to view it.
January 2016	Susan P. Luskin	Welfare Benefit 5500 Filings - What's New and How To Comply	President	Diversified Administration, Inc.	This email address is being protected from spambots. You need JavaScript enabled to view it.
December 2015	MEMBER'S HOLIDAY PARTY
November 2015	Glenn A. Dial	Target Date Fund Glidepath Optimization: Creating Participant Income Reliability in Retirement	Managing Director - Head of Retirement Strategy	Allianz Global Investors	This email address is being protected from spambots. You need JavaScript enabled to view it.
October 2015	Jean A. Young	How America Saves 2015	Senior Research Analyst	Vanguard Center for Retirement Research	This email address is being protected from spambots. You need JavaScript enabled to view it.
September 2015	Brian T. Kench, PhD	Economic Indicators to Watch: October 2015 Update	Dean, College of Business	University of New Haven	This email address is being protected from spambots. You need JavaScript enabled to view it.
May 2015	Brian Furgala, Esq., CPC, QPA	IRS Correction Programs - Being the Plan's MacGyver	Shareholder and Employee Benefits Attorney	GrayRobinson, PA	This email address is being protected from spambots. You need JavaScript enabled to view it.
April 2015	Annual Educational Workshop
	1. Lawrence H. Thompson	1. What to Expect in a DOL ERISA Investigation: From Appointment to Closing	1. Deputy Regional Director	1. Employee Benefits Security Administration (EBSA), United States Department of Labor (USDOL)
	2. Joel Bennett	2. LeadWell, LiveWell: The Key Role of Management in your Wellness Programs	2. President	2. Organizational Wellness & Learning Systems (OWLS)
	3. Jeffrey M. Petrone, AIF	3. Industry Trends and Best Practices for Retirement Plan Management	3. Managing Director	3. SageView Advisory Group
	4. Maxine J. Moore	4. What to Expect From a Health Plan Investigation	4. Senior Advisor - Health Investigations	4. Employee Benefits Security Administration (EBSA), United States Department of Labor (USDOL)
	5. Jason C. Roberts, Esq.	5. Hiring Service Providers: Tips & Traps for ERISA Plan Fiduciaries	5. CEO of PRI; Partner of RLG	5. Pension Resource Institute, LLC and Retirement Law Group, PC.
March 2015	Jason Block, MD, MPH	Working for Wellness: From Cafeterias to Financial Incentives	General Internal Medicine Physician/Assistant Professor and Associate Director of the Obesity Prevention Program of the Department of Population Medicine	Harvard Medical School/Harvard Poilgrim Health Care Institute	This email address is being protected from spambots. You need JavaScript enabled to view it.
February 2015	Kent O. Peterson	Retirement plan fiduciary issues	Director of Investment Services & Senior Associate Actuary	Securian Financial Group	This email address is being protected from spambots. You need JavaScript enabled to view it.
January 2015	Jeremy Stempien	No Portfolio is an Island	Director of Investments - Retirement Solutions Group	Morningstar Investment Management	This email address is being protected from spambots. You need JavaScript enabled to view it.
December 2014	MEMBER'S HOLIDAY PARTY
November 2014	Shelby C. George, JD, CEBS	"A Holistic Approach to Benefits: Managing Plan Failure Risk	Practice Leader	Manning & Napier	This email address is being protected from spambots. You need JavaScript enabled to view it. (585) 325-6880
October 2014	Don A. Mazursky	Health Care Reform	Founder & Managing Partner	Mazursky Constantine, LLC	This email address is being protected from spambots. You need JavaScript enabled to view it. (404) 888-8840
September 2014	Rennie Worsfold	Help in DC Plans	VP National Sales Manager	Financial Engines
May 2014	Aleya Henderson	What to Expect in an EBSA Audit	Supervisory Beneftis Advisor	U.S. Department of Labor
April 2014	Nevin Adams	Key Note - A Retirement Crisis or a Crisis of Confidence	Director, Education & External Relations Director ASEC, Co-Director EBRI CRI	EBRI Center for Research on Retirement Income	(202) 775-6329 \| This email address is being protected from spambots. You need JavaScript enabled to view it.
	Travis Klavohn	An Inside Look into Health Care Consumers	Director of Consumer Health Solutions	Benefit Wallet a Xerox Solution	(770) 916-4152 \| This email address is being protected from spambots. You need JavaScript enabled to view it.
	David S Rosner	The Post-DOMA World - The Windor Decision's Impact on Retirement Plans & Other Benefit Plans		Ogletree Deakins Nash Smoak & Stewart PC	(202) 263-0164 \| This email address is being protected from spambots. You need JavaScript enabled to view it.
	Kevin Brooks	The Role of an Effective Comminications Strategy in Driving Employee Engagement in Health and Wellness	VP, Integrated Marketing - Consumers Solutions Group	Optum - Consumer Solutions Group	This email address is being protected from spambots. You need JavaScript enabled to view it.
	Gregory C Braden	The Latest and Greatest in ERISA Litigation	Partner	Morgan Lewis & Bockius, LLP	(202) 739-5217 \| This email address is being protected from spambots. You need JavaScript enabled to view it.
March 2014	Steven G Schaffer	ESOPs; A benefit plan that works for owners and employees	Attorney	Steven G. Schaffer, Bryan Cave LLP
February 2014	Janice Wegesin	Form 5500 and Other Filing Updates	President	JMW Consulting
January 2014	Allison Ullman	Tax-advantaged Funding Vehicles under the Affordable Care Act	Council	Crowell & Moring LLP
December 2014	MEMBER'S HOLIDAY PARTY
November 2013	Neil Quinn	The Employer's New Clothes: Workplace Wellness in the 21st Century	Vice President /Director	The Oswald Companies
October 2013	Brodie Wood	Commitment to Outcome: New Realities in Not-for-Profit Retirement Benefits	Vice President	Transamerica Retirement Solutions
September 2013	Rob Austin, FSA, EA	Behavorial Economics: How Irrational Decision Making Impacts Retirement	FSA, EA	Aol Hewitt
May 2013	Fred Stewart	Industry Update on Target Date Funds & the Latest Trends for Plan Sponsors		Performance Evaluations, Inc.
April 2013	Annual Educational Workshop: Stephen Mason, President and CEO Andrea Powers, Counsel Brian Pinheiro, Partner Brian Kench, Professor and Consultant Debbie Harrison, Senior Manager, Public Policy	Healthcare Industry and Healthcare Reform Helping Businesses Navigate thru Healthcare Reform Fiduciary Best Practices in 401(k) and 403(b) Plans Economic Indicators to Watch: April 2013 Update Employer-Sponsored Health Coverage and the Affordable Care Act: Perspectives on Future Health Plan Design and Compliance Strategies		Baycare Health System Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Ballard Spahr, LLP The University of Tampa National Business Group on Health
April 2013	Phyllis Borzi, Assistant Secretary of Labor	What to Expect from the DOL: Regulatory and Enforcement Priorities Affecting Pension and Health Plans	Assistant Secretary of Labor	Employee Benefits Security Administration
February 2013	Glenn Carnathan	A State of the Union on Retirement Readiness: Why is the needle not moving?	Regional Benefits Consultant	Financial Soundings, LLC
January 2013	Linda Mendel	Employer Pay or Play Penalties: What’s Your Plan?	Councel	Vorys, Sater, Seymour and Pease LLP
November 2012	Jean Young	How America Saves - 2012	Senior Research Analyst	Vanguard’s Center for Retirement Research
October 2012	Janice McClendon	Healthcare Reform and Election Implication	Professor of Law	Stetson University of Law
September 2012	Andrew Ferguson	Cash Balance Plan Design Alternatives: Maximizing Pre-Tax Contributions	FSA, EA	Altman Cronin