Upcoming Events

Members - Don't forget you can invite a colleague from outside your organization to an upcoming event for free. It is our way of saying thank you for encouraging other to join the WP&BC organization.

Upcoming events

    • 08 Oct 2020
    • 12:00 PM - 1:00 PM (UTC-07:00)
    • Virtual Luncheon
    Register

    Electronic Delivery of ERISA’s Participant Disclosures

    This session provides an overview of ERISA’s participant disclosure requirements and goes on to detail the requirements for acceptable methods of e-delivery*. After the session, attendees should be able to:

    o Understand the DOL’s general requirements for participant disclosures in ERISA-governed retirement plans

    o Distinguish between the DOL’s three safe harbor methods of e-delivery

    o Evaluate the pros and cons of each method



    Eric Leverson

    Lead Regulatory Consultant | Sponsor Services          

    Mass Mutual

    Eric Leverson, MassMutual’s Lead Regulatory Consultant, has guided plan sponsors to action through conversations, seminars, written materials, webinars and podcasts for over 30 years. He is a recognized expert in retirement policy and regulatory analysis and is well-known for explaining complex legal requirements in easily understood terms.

    Eric is the creator and primary presenter of MassMutual’s popular Fiduciary Training Program. Since 2014, the Program has helped thousands of retirement plan fiduciaries understand their responsibilities and take action to mitigate risk through improved plan governance.

    Eric holds FINRA Series 6, 7, 24 and 63 registrations and is a registered principal of MML Distributors, LLC, a MassMutual subsidiary.

    The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter event

    Event Details

    When:

    Thursday, October 8, 2020

    12:00pm to 1:00pm

     

    Where:

    Virtual

    • 12 Nov 2020
    • 12:00 PM - 1:00 PM (UTC-07:00)
    • Virtual Luncheon
    Register

    Impact of Employee Health on Business Success

    A healthy, resilient workforce is often described as a business’s most valuable asset, yet, many employers witness the deterioration of this asset while shouldering the aggregate economic burden of employee illnesses. Whether calculated in the form of absenteeism, excess employee turnover, workflow disruption, lost productivity, increased health insurance premiums, and the enduring impact of permanent disabilities – all are significant threats to profitability. This presentation will explore how the status of corporate and employee health are inextricably bound with emphasis on proactive measures business owners can implement to remedy the enormous challenges employee health expenditures create. The rationale for establishment of workplace health programs is then discussed. Beyond reducing expenditures, the effective application of comprehensive wellness strategies generates dual rewards: moderation of total health care costs while significantly boosting productivity, employee satisfaction, and business profitability - regardless of the size of the workforce.

    At the end of this presentation attendees should be able to:

    • Identify two rewards businesses achieve by elevating workplace wellness
    • Discuss the impact of multiple chronic health conditions on employees and employers
    • Explain why lifestyle management initiatives can be hard to track financially
    • Discuss the benefits and limitations of incentives in creating effective workplace wellness programs


    Bill Lloyd, MD, FACS

    Health Director, Transamerica Advanced Markets          

    Registered Representative, FINRA Series 6 & 63

    Doctor Bill Lloyd is a board certified surgeon and pathologist with expertise in anticancer companion diagnostics and precision medicine. He was appointed Transamerica Advanced Markets’ inaugural Health Director in 2018. He is an award-winning medical educator and prolific author. Doctor Lloyd has extensive experience in health communications, online content development, and medical broadcasting. At Transamerica he advances the Wealth+Health initiative through authoritative health and wellness content creation and inspirational delivery of live presentations to financial professionals and the lay public.

    The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter event

    Event Details

    When:

    Thursday, November 12, 2020

    12:00pm to 1:00pm

     

    Where:

    Virtual

Refund Policy

A refund is provided for a meeting reservation that is cancelled more than 72 hours before the reservation deadline for the event.  Therefore if the event is scheduled for 11:30am on January 21st you have until 11:30am on January 18th to cancel your reservation and receive a refund.  All paid events are transferable to another attendee for the same event.

Don't forget that if you are a member, you can invite colleagues from outside your organization to an upcoming lunch for free with your paid registration.  Its our way of saying thank you for encouraging others to join the WP&BC organization.


Western Pension & Benefits Council Phoenix Chapter

WPBC Phoenix Statement of Privacy.doc

WPBC Phoenix Terms and Conditions.doc

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