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October 2009

Greetings from the LEBC 
 50 Years
Louisville Employee Benefits Council 
1959-2009
Greetings! 
 
As a member of the Louisville Employee Benefits Council, you are receiving the Councils' monthly newsletter.
 
Below you will find information regarding:
  • October LEBC Monthly Luncheon Meeting
  • October LEBC Health & Welfare Plans 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:

 
Jean Watson
LEBC Secretary
Email: Jean Watson 
(502) 489-6259
 
Thank you for your interest in the LEBC
 
Sincerely,
 
Jean Watson
LEBC Secretary
 

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Continuing Education Credits
 
The LEBC is applying for one hour continuing education credit for eligible presentations 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. Forms for continuing education credits will be available at the registration table.

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October Monthly Luncheon Meeting
 
Tuesday, October 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.
 

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Speaker Presentation
 
Kevin Shimkus, Senior Manager,  Deloitte Tax, LLP, will speak on "Applying US Tax Rules to International C & B Arrangements."
 
Kevin Shimkus is Senior Manager at Deloitte Tax, LLP in Chicago. Mr. Shimkus has over 24 years of Employment Tax consulting experience.  Mr. Shimkus specializes in, and has extensive experience with, Federal and State employment taxation and information reporting, as well as state unemployment tax. 
 
Mr. Shimkus has been involved in projects addressing such issues as: 409A compliance, state taxation of nonqualified deferred payments and stock options, state income tax withholding obligations on qualified retirement plans, FICA taxation of medical residence, independent contractor/worker classification, common agent/common paymaster, taxation of settlement agreements, state taxation for multistate employees and supplemental unemployment plans. He has also provided employment tax/payroll integration consulting services on over 1000 mergers and acquisitions. 
 
Mr. Shimkus has a B.S. from Illinois State University, and is a Certified Public Accountant. 
 
Lunch menu  

Salad: Mixed Field Greens, Hot House Cucumber, Spaghetti Carrots, Sprouts, Red Tomato, Mushrooms with choice of Balsamic Vinaigrette and Ranch
 
Entree: Italian Lasagna, Focaccia, Rustic Italian Breads
 
Dessert:
Snickers Pie
 
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For a list of future speakers and topics, click here.
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October Sub-Council Meeting
Health and Welfare Sub-Council
 
 
Tuesday, October  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. 
 

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Speaker Presentation
 
Craig Rowe, Client Advocate, Willis HRH, will be speaking on "Communicating Health Benefit Plan Changes."

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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 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:  
 
John Bartlett
(502) 681-0402
 
 
Sub-Council meetings are the fourth Tuesday of the month and begin at 12 noon. Cost for attending these meetings is $40 for members who did not sign up with their annual dues 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
(502) 587-3678
 

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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:
 
John Bartlett
(502) 681-0402
 
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.  
 
 
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Dietary Concerns
 
 
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:
 
 
John Bartlett
(502) 681-0402
 
Benjamin Evans
(502) 587-3678
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Member's Corner 
 
Welcome New Members
 
The LEBC would like to welcome the following new members for the month of September:
 
Richard Sowa
Sowa Financial Media, LLC 
 
MaryBeth Boehnlein
Yum! Brands
 
Paula Hawkins
Hillerich & Bradsby Co.    
 
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Thank You !
 
The Executive Committee would like to express its gratitude to Randy  Bowling  for his presentation on Consumer Driven Health Plans at the September 8 LEBC Monthly Luncheon Meeting.
 
Also thanks to David Freeman for his present  Compliance Issues Arising from Retirement Plan Audits at the September 22 Sub-council meeting.
 

Thank you no speaker name

 
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2009 LEBC Officers 
Council

Executive Committee Members

  • 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