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Greetings!
We welcome you to attend the next LEBC Sub-Council Meeting on Tuesday, January 27, 2009, at the Marriott Hotel Downtown.
Meeting details are provided below, along with a link to the LEBC Web site to RSVP online. Please RSVP no later than Noon, Friday, January 23, if you plan to attend.
The RSVP Forms on the Web site have a new look. Use the Meeting & Event RSVP button located in the right margin of each page. Once on the RSVP page, select Sub-Council Meeting. Use this quick link to RSVP, or the link below in January Sub-Council Meeting section.
Thank you for your continued interest in the LEBC. We look forward to seeing you at the January meeting.
If you have questions regarding the Sub-Council Meeting, please review the Meetings & Guest Policies section, or contact me by email or phone.
Sincerely,
Benjamin Evans
LEBC Sub-Council Chair
(502) 587-3678 |
January Sub-Council Meeting
Tuesday, January 27, 2009
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
Noon
Speaker Presentation
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.
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Meeting & Guest Policies
Please remember that the charge for the luncheon is $40 for Members who have not paid for Sub-Council Meetings with annual dues ($50 for guests) and is payable at the door. Please make your checks payable to the Louisville Employee Benefits Council.
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. 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 Sub-Council Meeting contact:
(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 "Dietary Concerns" box on the RSVP form, or contact Sub-Council Chair:
Benjamin Evans
(502) 587-3678
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The Executive committee would like to express its gratitude to Elizabeth R. Potts, CPA, Account Executive, Retrement Management Services, LLC. for her presentation on "Recent Trends in IRS Examination of DC Plans."
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