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Greetings!
We welcome you to attend the next LEBC Retirement Plans Sub-Council Meeting on Tuesday, September 28, 2010, 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, September 29th, if you plan to attend.
The RSVP Forms are on the Web site. 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 September Sub-Council Meeting section.
Thank you for your continued interest in the LEBC. We look forward to seeing you at the September 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,
Elizabeth Potts
LEBC Sub-Council Chair
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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
Noon
Speaker Presentation
Kristin Roggenkamp, of Stegner Investment Associates, Inc. will be presenting "401(k) Retirement Fees - Transparent and non-transparent."
Kristin Roggencamp has spent over 20 years focusing on investment research and market strategies, retirement plan financial consulting, taxation and audits.
Ms. Roggencamp joined Stegner Investment Associates, Inc. ("SIA") in 1998 and currently serves as a Managing Director and the Director of Research. In this role, she coordinates the process of selecting and monitoring investment funds for client portfolios. She also steers the investment advisory panel which sets the investment strategy for the firm. She further provides consulting services to SIA's retirement plan clients.
Kristin received her B.S. in Mathematics with Magna Cum Laude from the University of Louisville and in a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940.
We look forward to seeing you on Tuesday, September 28, 2010.
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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.
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) 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 "Dietary Concerns" box on the RSVP form, or contact Sub-Council Chair:
Elizabeth Potts
(502) 719-0588
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The Executive Committee would like to express its gratitude to Chuck Lynch, FSA, EA, MAAA with Retirement Management Services, LLC, for his presentation "ESOPs - Recent Updates and Best Practices" at the June Sub-Council meeting.
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