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Greetings!
Happy New Year from the Louisville Employee Benefits Council.
As a member of the Louisville Employee Benefits Council, you are receiving the Councils' monthly newsletter.
We are enjoying the new look of our newsletter and Web site and would like to thank Jami Frank for the new designs. We appreciate all of her hard work.
Below you will find information regarding:
- Important 2009 Information
- January LEBC Monthly Luncheon Meeting
- January LEBC Sub-Council Meeting
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
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Important 2009 LEBC Information
2009 Officers & Program Committee Members
At the January Meeting, which is the LEBC Annual Meeting, the slate of 2009 officers will be proposed and voted on by LEBC Members.
In order that we have a quorum, we ask that all Members make an effort to attend this meeting.
The 2009 proposed Officer slate is as follows:
- President: Valerie Mayer
- Vice President: Linda Weber
- Secretary: Jean Watson
- Treasurer: Debby Coons
- Membership Chair: John Bartlett
- Sub-Council Chair: Ben Evans
- Immediate Past President: Jeff Hamilton
During the December Holiday Luncheon, the following Program Committee Members were recognized for their commitment and dedication after completing a two-year term.
- John Bartlett
- Anne Keehn
- Louise Auslander
We are looking to fill these vacancies on the Program Committee. If you would like to volunteer to serve on the two-year LEBC Program Committee, please contact Linda Weber by email, or by phone, at (502) 493-4323.
Continuing Education Credits
The LEBC is applying for one continuing education credit for each presentation with the Kentucky Bar Association, the Joint Board of the Enrollment of Actuaries, the Kentucky State Board of Accountancy, the American Society of Pension Professionals & Actuaries, the Kentucky Department of Insurance and the Indiana Department of Insurance. Forms for continuing education credits will be available at the registration table.
Membership Dues
Annual Membership Dues
Invoices were mailed in December for Annual Membership Dues, in the amount of $275 per Member.
The cost of four Retirement Plan Meetings is $120.
The cost of four Health & Welfare Meetings is $120.
If you have not paid your Membership, this is a reminder to send your payment to:
Louisville Employee Benefits Council
P.O. Box 70181
Louisville, Kentucky 40270-0181
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January Monthly Luncheon Meeting
Tuesday, January 13, 2009
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
11:30 a.m.
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.
Speaker Presentation
James E. Gibson, managing director, J.P. Morgan will speak on Looking Back, Looking Ahead: The Credit Crisis & The Economy from the Perspective of a Career Credit Markets Investor.
Gibson is the head high yield trader and a co-portfolio manager for high yield accounts at JP Morgan Asset Management. He is a member of the High Yield Management Review Committee, contributing to JP Morgan's overall perspective on the U.S. economy in relation to the corporate debt markets. He has been both in the high yield investment industry and an employee since 1988. He holds a B.S. in finance from the University of Cincinnati College of Business Administration.
Lunch menu
Soup: Cream of wild mushroom soup
Entree: Grilled lemongrass chicken breast with five spice honey soy glaze served with wok-fired rice
Dessert: New York cheesecake with fresh strawberries.
For a list of future speakers and topics, click here.
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January Sub-Council Meeting
Tuesday, January 27, 2009
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
Noon
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.
C. Brent Smith, WMS, Managing Director, Stegner Investment Associates, Inc., will present "Best Practices for Creating a Plan Lineup While Satisfying ERISA Guidelines."
The presentation will address the guidelines under ERISA for an investment option lineup as well as industry trends in the number of investment options to offer participants based on statistics regarding the number of participants in a plan.
The presentation will also address best practices to evaluate, select and monitor investment managers, focusing on people, philosophy, process, and performance. |
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 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 immediately 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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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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Proposed Executive Committee Members Slate
- President: Valerie Mayer
- Vice President: Linda Weber
- Secretary: Jean Watson
- Treasurer: Debby Coons
- Membership Chair: John Bartlett
- Sub-Council Chair: Ben Evans
- Immediate Past President: Jeff Hamilton
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