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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:
- October LEBC Monthly Luncheon Meeting
- October 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.
The speaker presentation for this meeting is scheduled for sixty (60) minutes and will begin as soon after 12:00 noon as practicable.
October Monthly Luncheon Meeting
Tuesday, October 11, 2011
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
James R. Raborn of Baker Botts L.L.P. will present "Benefits Potpourri."
Jim Raborn is partner in the national and international law firm Baker Botts L.L.P. who has practiced in all aspects of the ERISA and employee benefits area for over 30 years, including acquisitions and divestitures, business planning, fiduciary counseling, and litigation. In the area of business transactions, Mr. Raborn is closely involved in the planning and structuring of corporate or other business acquisitions and divestitures, dealing with restructuring and refinancing as well as litigation, mediation, and arbitration between or among private contestants and government agencies. Mr. Raborn as well does extensive work on fiduciary matters, including representation of independent fiduciaries and plan sponsors in litigation relating to their obligations to employee benefit plans and their participants. He regularly advises employers and plan fiduciaries regarding the design, establishment, operation and termination of leveraged and unleveraged employee stock ownership plans (ESOPs). In the area of executive compensation, Mr. Raborn helps clients establish and manage executive compensation plans and arrangements, as well as negotiate and draft employment and severance agreements with senior executives of publicly traded and privately held companies.
Mr. Raborn is admitted to the State Bar of Texas, the Louisiana State Bar, and to practice before the United States Court of Appeals for the Fifth Circuit, the United States District Court for the Southern District of Texas, and the United States District Court for the District of Colorado. He is a member of the American Bar Association's Tax Section (Past Chair of the Employee Benefits Committee and Vice Chair of the Committee on Government Submissions; 1998-2002; 2007-present); a Charter Fellow of the American College of Employee Benefits Counsel; a Fellow of the American College of Tax Counsel; and a Past Chairman of the Tax Research Association of Harris County. Mr. Raborn is and has long been listed in The Best Lawyers in America, and has been recognized as a Texas Super Lawyer (one of the "Top 100 Texas Super Lawyers," 2008). He received his Juris Doctor degree in 1974 from the Hebert Law Center of Louisiana State University (Order of the Coif, Member, Louisiana Law Review), having earlier, in 1968, received his Bachelor of Arts in Journalism from Louisiana State University. Between college and law school, Mr. Raborn served in the United States Air Force, attaining the rank of Captain.
Lunch Menu
Caesar Salad with Garlic Croutons and Parmesan Cheese
Grilled Fillet of Beef with Caramelized Shallots and Balsamic Demi-Glace served with Yukon Mashed Potatoes
Snickers Pie
For a list of future speakers and topics, click here. |
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October Sub-Council Meeting
Retirement Plans Sub-Council
Tuesday, October 25, 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
Bill Roberts, of Hall Render Killian Heath & Lyman, will present a Panel Discussion of QDROs and Other Marital Dissolution Matters Affecting Retirement Plans. |
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. 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 Dr. Greg Kasten of Unified Trust Company for his presentation "Lifetime Pay and Benefits in Retirement" at the September Monthly Luncheon.
Also thanks to Curt Scott of Todd-Veredus Asset Management for his presentation "Globalization of Asset Management" at the September 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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