Greetings!
We welcome you to attend the next LEBC Retirement Plan Sub-Council Meeting on Tuesday, March 24, 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, March 20, 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 March Sub-Council Meeting section.
Thank you for your continued interest in the LEBC. We look forward to seeing you at the March 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 |
March Sub-Council Meeting
Tuesday, March 24, 2009
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
Noon
Speaker Presentation
Tom Blanchar, 403(b) and 457 Product Manager at The Standard will present "Update and review of new IRS regulations for 403(b) plans." Tom has provided consulting services in the non-profit and governmental retirement plans market since 1984. Currently he offers product development and technical assistance to The Standard Retirement Plans Offices and partners.
Tom's qualifications include:
- Former sales representative marketing 403(b) plans to schools, universities, hospitals and not-for-profit organizations for a leading provider of annuity products.
- Former director of 403(b)/457 product development and assistant VP of Plan Administration and Participant Services of a leading financial services firm. In this capacity he supervised the administration of over one thousand 403(b) and 457 plans with over 70,000 participant accounts, including the 457 deferred compensation plan for several major cities and counties.
- Industry Council Member of the National Tax Sheltered Accounts Association (NTSAA)
- Participant in the Life Insurance Market Research Associations's (LIMRA) Not-for-Profit Market Study Group.
We look forward to seeing you on Tuesday, March 24.
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Meeting & Guest Policies
Please remember that the Retirement Plans Sub-Council Members will not need to pay at the door to attend the lunch. Other interested LEBC members who would like to attend the luncheon are asked to pay $40 at the door ($50 for guest)(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.
Please note that LEBC does not validate valet parking.
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 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 Mark Simpson, for his presentation "Keepin' It Legendary: How a culture of fun can benefit your employees and your company."
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