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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 Council's monthly newsletter.
Below you will find information regarding:
- April LEBC Monthly Luncheon Meeting
- April LEBC Retirement Plans Sub-Council Meeting
- 2011 Officers and Committees
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:
John Bartlett
LEBC Secretary
(502) 681-0402
Thank you for your interest in the LEBC
Sincerely,
John Bartlett
LEBC Secretary
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Continuing Education Credits
The LEBC is applying where practicable 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.
April Monthly Luncheon Meeting
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
Sherri Fitts of LPL Financial will present "Networking 2.0."
Sherri Fitts is the Vice President of Retirement Marketing at LPL Financial. She has an extensive background in marketing retirement plans and services. She leads LPL's planning, development and execution of marketing communications programs for advisors focusing on the institutional and individual retirement plan marketplace. Her roles at LPL and in previous positions have included marketing and communications (print, electronic, and web-based); media and public relations; external partner training; and event planning. Sherri has written and spoken frequently on retirement plans marketing and on complementary fields such as social media, behavioral finance, and generational differences. In the course of her nearly 20-year career in financial services, Sherri has received awards and recognition from the PSCA, Pensions and Investments, the National Association of Government Defined Contribution Administrators, and the International Association of Business Communicators. Outside of LPL, Sherri serves on several boards and committees and has helped develop the rapidly-expanding Women in Pensions network, the aim of which is to support and encourage the professional development of women in the retirement planning arena.
Lunch Menu
Italian Buffet:
Minnestrone Soup Caesar Salad Tomato Mozzarella Salad Orzo Pasta Salad with Italian Sausage and Red Wine Vinaigrette Penne Pasta in White Wine Garlic Butter Sauce Chicken Parmagiana Pan Seared Salmon with Braised Leek Cream Sauce Ratatouille Focaccia, Rustic Italian Breads and Butter Amaretto Cheesecake, Tiramisu and Cannoli Freshly Brewed Coffee, Decaffeinated Coffee, Iced Tea and Herbal Teas
For a list of future speakers and topics, click here. |
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April Sub-Council Meeting
Retirement Plans Sub-Council
Tuesday, April 26, 2011
Noon
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
Annemarie Keehn of Retirement Management Services, LLC is scheduled to present on Department of Labor (DOL) Final Participant Fee Disclosure Regulations. |
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:
Kristin Dunlevy
(502) 303-0201
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:
Jonathan Butcher
(502) 420-7639
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:
Kristin Dunlevy
(502) 303-0201
To cancel a reservation for a Sub-Council meeting contact:
Jonathan Butcher (502) 420-7639
Please help control costs and spend our LEBC money wisely. All members will benefit.
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:
Kristin Dunlevy (502) 303-0201
Jonathan Butcher (502) 420-7639 |
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Member's Corner New Members The LEBC encourages members to be on the lookout for acquaintances, new or old, in any of the employee benefits fields of endeavor who might benefit from being introduced to the LEBC. We welcome the following new members for the month of March: Jason Williams of Employers Health Coalition and Mark Franklin of Stoll Keenon Ogden PLLC. 2011 Executive Committee The 2011 slate of officers was approved at our January regular meeting, as follows: Jean Watson, President Debby Coons, Vice President John Bartlett, Secretary Ben Evans, Treasurer Kristin Dunlevy, Membership Chair Jonathan Butcher, Sub-Council Chair Linda Weber, Immediate Past President 2011 Program Committee The LEBC would like to thank the following individuals who have volunteered to serve for 2011 on the Program Committee: Kathy Doughten Rhonda Henry Amanda Kreutzer Carl Lammers Nathan Paris Alan Pauw Brent Smith Kim Spurlock
Thank You!
The Executive Committee would like to express its gratitude to Shane Tucker of Vinson & Elkins LLP for his presentation "Nonqualified Deferred Compensation Correction Procedures" at the March Monthly Luncheon.
Also thanks to Patrick Baker of Mercer Health & Benefits Consulting for his presentation "Mercer Healthcare Survey" at the March Sub Council meeting.
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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.
| | 2011 LEBC Officers |  | |
Executive Committee Members
- President: Jean Watson
- Vice President: Debby Coons
- Secretary: John Bartlett
- Treasurer: Ben Evans
- Membership Chair: Kristin Roggenkamp
- Sub-Council Chair: Jonathan Butcher
- Immediate Past President: Linda Weber
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