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Greetings!
As a member of the Louisville Employee Benefits Council, you are receiving the Councils' monthly newsletter.
Below you will find information regarding:
- November LEBC Monthly Luncheon Meeting
- November Sub-Council Meeting
- December Holiday Luncheon
If you have any information for the newsletter you feel would be of interest to other members, or if there is anything you would like to see in the newsletter please contact:
Linda Weber
LEBC Secretary
(502) 493-4323
Thank you for your interest in the LEBC
Sincerely,
Linda Weber
LEBC Secretary |
November Monthly Luncheon Meeting
Tuesday, November 11, 2008
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
11:30 a.m.
Speaker Presentation
David Levine, Groom Law Group, will make a presentation on the Fundamentals of Qualified Plan Design. David Levine practices in the employee benefits and tax areas, with a primary focus on matters involving qualified and non-qualified retirement plans and governmental retirement programs. He has been with Groom Law Group since 1998, joining the firm after beginning his legal career at Fried, Frank Harris, Shriver & Jacobson LLP in New York City.
David's areas of service include:
- redesign of complex pension
- defined contribution and executive plans arising out of merger and acquisition activities
- ongoing day-to-day counseling of companies with respect to retirement and executive plan issues
- in-depth compliance reviews of corporate qualified and non-qualified retirement plans
- guidance on retirement plan issues relating to the Age Discrimination in Employment Act
- design, implementation and maintenance of governmental and tax-exempt organization retirement and welfare benefit programs
- representation of tax -exempt organizations with respect to issues involving corporate governance
- executive compensation
- unrelated business income tax liability and intellectual property rights agreements.
Levine has unrelated business income tax liability and intellectual property rights agreements. He has integrated more than 20 distinct defined benefit plans. Additionally, he has drafted a unique "plain-English" plan document for use by both legal and human resources departments, eliminating the need for complex interpretive manuals, and he has designed model non-qualified deferred compensation and tax-deferred annuity plans for institutional service providers.
Levine received his JD from the University of Pennsylvania School of Law in 1997 and graduated with honors from Johns Hopkins University in 1994. He is listed as a leading lawyer in the Legal 500 directory for Employee Benefits Tax work and in the USA Chambers guide for Employee Benefits & Executive Compensation.
Check computerized signs for meeting room location.
Lunch menu
Salad: Caesar salad with garlic croutons and parmesan cheese
Entree: Grilled breast of chicken with braised leeks, rosemary garlic sauce, ragout of wild mushrooms with Yukon gold mashed potatoes
Dessert: Mountain berry tart for dessert.
Parking vouchers are available at meetings for individuals parking in the Marriott garage.
Valet parking will not be reimbursed.
**CLICK HERE TO RSVP FOR THE MONTHLY LUNCHEON MEETING**
For a list of future speakers and topics, click here.
November Sub-Council Meeting
Tuesday, November 28, 2008
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
12 Noon
Speaker Presentation
Elizabeth R. Potts, CPA, Account Executive, Retirement Management Services, LLC. Recent Issues Involving Internal Revenue Service Audits.
More information upcoming.
Check computerized signs for meeting room location.
Parking vouchers are available at meetings for individuals parking in the Marriott garage.
Valet parking will not be reimbursed.
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December Holiday Luncheon Meeting
Tuesday, December 9, 2008
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
Meeting time and menu will be announced in the December newsletter.
Mark your calendar for the LEBC Holiday Luncheon. There will not be a speaker for this meeting. This will be a time for us to network and socialize with other LEBC members. We will present thank you gifts to members of the Program Committee who are rotating off after serving two-years on this Committee.
Attendees will also have an opportunity to win some festive door prizes.
RSVP for the December Holiday Luncheon in the December newsletter.
"So, don't forget to mark your calendar!"
We look forward to seeing you there.
The LEBC Wish you and your Family a Happy Holiday Season. |
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Meeting & Guest Policies
You are invited to attend all LEBC monthly luncheon and presentation meetings as well as LEBC Sub-Council meetings.
The monthly luncheon meetings are the second Tuesday of the month and begin at 11:30 a.m. with registration and a time for networking and socializing. Lunch will be served at 12 noon. Speaker presentations begin at approximately 12:15 p.m. Meetings will conclude no later than 1:30 p.m.
Guests are welcome at our monthly luncheon meetings for a fee of $50. Add your guest information to the RSVP, or notify the Membership Chair:
Debby Coons
(502) 561-1530
Sub-Council meetings are the last Tuesday of the month and begin at 12 noon. Cost for attending these meetings is $40 for members and $50 for guests.
If you would like to attend a Sub-Council meeting, RSVP through the newsletter and pay at the door when you arrive for the meeting.
Add your guest information to the RSVP, or notify the Sub-Council Chair:
Benjamin Evans
RSVP's and Cancellation Policy
Please note that members are asked to confirm their attendance at all meetings.
**No-shows are a recurring problem and continue to adversely affect the LEBC's efforts to manage expenses.**
The Marriott charges the LEBC for all reservations made and not cancelled by noon on the Friday immediatley prior to the Luncheon.
To cancel a reservation for a monthly meeting contact:
Debby Coons
To cancel a reservation for a Sub-Council meeting contact:
Benjamin Evans
(502) 587-3678
Please help control costs and spend our LEBC money wisely. All members will benefit.
If you have any special dietary concerns, you may indicate them in the "Guest" box on the RSVP form, or contact our Membership or Sub-Council Chairpersons:
Debby Coons
(502) 561-1530
Benjamin Evans
(502) 587-3678
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| New Member Contest
 The LEBC is sponsoring a membership drive and contest and will award a gift certificate to the member who makes the most new member referrals.
Referrals will be traced by new member applications. Be sure to participate in the membership drive. |
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The Executive committee would like to express its gratitude to Susan Hoffman, Attorney at Law, Littler Mendelson, for her presentation on "Professional Responsibility Issues and Answers Specific to Employee Benefits Counsel."
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| Join the Louisville Employee Benefits Council Today!
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Join the LEBC Newsletter Mailing List
Sometimes LEBC members share our monthly newsletters with friends and co-workers.
If you are not an LEBC member, but would like to receive the newsletter, please click on the "LEBC newsletter" logo above.
You will receive a confirmation email. Until the email is confirmed, you will not be added to the mailing list.
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| 2008 LEBC Officers |
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Executive Committee Members
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President: Jeff Hamilton
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Vice President: Valerie Mayer
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Secretary: Linda Weber
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Treasurer: Jean Watson
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Membership Chair: Debby Coons
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Sub-Council Chair: Ben Evans
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Immediate Past President: Marcia Peterson | |
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