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Greetings!
Greetings from the Louisville Employee Benefits Council.
As a member of the Louisville Employee Benefits Council, you are receiving the Councils' monthly newsletter.
Below you will find information regarding:
- September LEBC Monthly Luncheon Meeting
- September LEBC Retirement 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:
Debby Coons
LEBC Secretary
(502) 561-1530
Thank you for your interest in the LEBC
Sincerely,
Debby Coons
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, and the Kentucky Department of Insurance. Forms for qualifying continuing education credits will be available at the registration table.
September Monthly Luncheon Meeting
Tuesday, September 14, 2010
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
Charles D. Lockwood, J.D., and L.L.M. of ASC Institute (ASCi) will present I Want My Money - Now!
Mr. Lockwood has over 25 years experience in the employee benefits field and is currently a principal with ASC Institute. Prior to joining ASCi, he was a principal with the pension consulting firm Global Benefits Advisors, LLC (GBA) and a Vice President with Pension Publications of Denver (PPD). Prior to entering private consulting, Charles worked in the Employee Plan Division in the National Office of the Internal Revenue Service as a Tax Law Specialist.
Mr. Lockwood received his J.D. from the University of Florida and his L.L.M. from the University of Denver.
The lunch menu will be the Southwestern Lunch Buffet which includes the following:
Chicken Corn Tortilla Soup
Santa Fe Mixed Greens with Shredded Corn Shells and Cilantro
Lime Vinaigrette
Fajitax Fajita
Tequila Marinated Beef & Chicken Strips Served with Peppers
Onions, Tomatoes, Shredded Lettuce, Cheddar Cheese,
Jalapeno Peppers, Sour Cream, Guacamole & Tortilla Shells
Spanish Rice
Refried Beans
Jalapeno Corn Muffins
Southwestern Dessert to include Vanilla Bean CheeChurros
Carrot Cake
For a list of future speakers and topics, click here.
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September Sub-Council Meeting
Retirement Plans Sub-Council
Tuesday, September 28, 2010
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
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
Kristen Rogenkamp of Stegner Investments will present 401(k) Retirement Fees - Transparent and non-Transparent. |
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:
Benjamin Evans
(502) 587-3678
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:
Elizabeth Potts
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:
Benjamin Evans
(502) 587-3678
To cancel a reservation for a Sub-Council meeting contact:
Elizabeth Potts
(502) 719-0588
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:
Benjamin Evans
(502) 587-3678
Elizabeth Potts
(502) 719-0588
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The LEBC would like to welcome the following new members:
Bryan Cohoon
Stock Yards Bank
Nathan Paris
Unified Trust Company
Thank You !
The Executive Committee would like to express its gratitude to John L. Utz of Utz, Miller & Eickman, LLC, for his presentation on Defined Contribution Plan Practitioner and Sponsor Issues at the June Monthly Luncheon.
Also thanks to Chuck Lynch of Retirement Management Services, LLC, for his presentation on ESOPs - Recent Updates and Best Practices at the June Sub-Council meeting.
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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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| 2010 LEBC Officers |
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Executive Committee Members
- President: Linda Weber
- Vice President: Jean Watson
- Secretary: Debby Coons
- Treasurer: John Bartlett
- Membership Chair: Ben Evans
- Sub-Council Chair: Elizabeth Potts
- Immediate Past President: Valerie Mayer
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