Upcoming Events

 

Upcoming events

    • Friday, May 21, 2021
    • 12:00 PM - 1:30 PM (MDT)
    • Microsoft Teams Meeting
    Register

    Please join us for the

    Western Pension and Benefits Council
    Salt Lake City Chapter Spring Seminar

    Life in the Fast Lane - Keeping Up with the Many Changes Related to Benefit Plans and Programs
    May 21, 2021, 12:00pm - 1:30pm


    Microsoft Teams Virtual Meeting
    details to be provided upon registration


    Fees: $30 for members, $40 for non-members (members can bring guests for the member rate) fee can be paid online with a credit card or by mailing a check. 
    GrubHub Gift Cards to be issued to registrants in advance of the meeting.


    Our Speakers, Jody Dietel and Nicky Brown are on the front lines with many government officials as we have seen an unprecedented number of changes this past year - CARES Act, CAA, ARPA, EBSA extension and DOL guidance.  Jody and Nicky will cover the key changes from these acts and guidance and how they impact benefit plans and programs for employers and employees across the nation.  They will also share their insights on what the future may hold as additional updates are made.  Buckle your seat belt for a ride in the fast lane with these industry experts.

    Jody Dietel, ACFCI, CAS, HSAe
    Senior Vice President Advocacy and Government Affairs

    Jody joined HealthEquity in 2019 through the acquisition of WageWorks and leads Advocacy and Government Affairs' teams. Prior to that, she founded Creative Benefits, Inc, in 1989, a consumer-directed healthcare benefits company. 

    Jody navigates federal and state regulations and serves as a liaison between HealthEquity and key industry groups and governing bodies. She is a board member and chair of the Employers Council on Flexible Compensation (ECFC), a board member and chair of the Special Interest Group for IIAS Standards, a member of the American Bankers Association's HSA Council board and a member of the Executive Board of Directors of the American Benefits Council. Previously, she held various leadership roles at Prudential Insurance Company of America and the Wyatt Company (now Willis Towers Watson).

    Jody holds a Bachelor of Arts in Psychology from Bethel University.

    Nicky Brown, ACFCI, CCEP, CAS
    Vice President, Advocacy and Government Affairs

    Nicky joined HealthEquity in 2019 through the acquisition of WageWorks. Nicky attended the university of Tulsa and is an Advanced Certified Flexible Compensation Instructor (ACFCI) and COBRA Administration Specialist (CAS) through the Flexible Compensation Institute, LLC, a wholly owned subsidiary of Employers Council On Flexible Compensation (ECFC). She is also a Certified Compliance and Ethics Professional (CCEP) through the Society of Corporate Compliance Certification Board. Nicky serves on several industry boards, including ECFC and serves as Chairperson on the Conference Committee.


    Please RSVP by 4:00pm on Wednesday, May 19, 2021 to ensure receipt of your GrubHub giftcard.

    If you require any assistance, please do not hesitate to contact us at info@wpbcsaltlake.org

Past events

Friday, March 19, 2021 March Meeting: 2021 Legal Update
Friday, February 19, 2021 February Meeting: Four Ways to Protect Your Company and Your Employees in 2021
Friday, January 22, 2021 January Meeting: Plan Mergers and Acquisitions
Friday, November 20, 2020 November Meeting: MEPs, PEPs and PPPs
Friday, October 16, 2020 October Meeting: Care to Be Aware; Suicide Awareness
Friday, September 18, 2020 September Meeting: Data Security and Fraud Prevention
Friday, March 20, 2020 March Meeting: Data Security and Fraud Prevention
Friday, February 21, 2020 February Meeting: The SECURE Act: How It Is Changing Retirement
Friday, January 17, 2020 January Meeting: Confessions of a Former DOL Investigator
Friday, November 15, 2019 November Meeting: Annual Ethics Meeting
Friday, October 18, 2019 October Meeting: Employee Benefit Plan Audits
Friday, September 20, 2019 September Meeting: Cutting Retirement Plan Costs
Friday, May 17, 2019 SLC Chapter Spring Seminar
Friday, March 22, 2019 March Meeting: Legislative Update
Friday, February 15, 2019 February Meeting: Medicare
Wednesday, March 06, 2019 (copy) February Meeting: Medicare
Friday, January 18, 2019 January Meeting: Consumerism and Healthcare
Friday, November 16, 2018 November Meeting: ESOPs
Friday, October 19, 2018 October Meeting: Annual Ethics Training
Friday, September 21, 2018 September Meeting: The Role of Financial Planning in Educating Plan Participants
Friday, May 18, 2018 Western Pension and Benefits Council Salt Lake City Chapter Spring Seminar
Friday, March 16, 2018 March Meeting: Dealing with IRS Exams and DOL Investigations
Friday, February 16, 2018 February Meeting: HSA
Friday, January 19, 2018 Psychology of Investing
Friday, October 20, 2017 The Modern Workplace: Attracting and Retaining Top Talent
Friday, September 15, 2017 Practical Considerations for Negotiating Service Agreements
Friday, May 19, 2017 Western Pension and Benefits Council Salt Lake City Chapter Spring Seminar
Friday, March 17, 2017 DOL Fiduciary Changes & Industry Trends
Friday, February 17, 2017 Plan Governance: Fiduciary Fundamentals
Friday, January 20, 2017 Will a Change in Presidents Mean Changes for Employee Benefits?
Friday, November 18, 2016 Dancing with the Audit Stars (DOL and IRS)
Friday, October 21, 2016 Ethics (and other Liabilities)
Friday, September 16, 2016 What You Missed During Your Summer Vacation
Friday, May 20, 2016 Western Pension and Benefits Council Salt Lake City Chapter Spring Seminar
Friday, March 18, 2016 March Lunch Meeting: The Challenge of Missing Participants and un-cash Participant Distribution Checks in a Retirement Plan
Friday, February 26, 2016 February Lunch Meeting: Marketing in today’s world: Using social media to grow your business profitably
Friday, January 15, 2016 January Lunch Meeting: Industry Updates
Friday, November 20, 2015 November Lunch Meeting: Ethics: Great Thing or Greatest Thing?
Friday, October 16, 2015 October Lunch Meeting: Affiliated Service Groups, Control Groups and Other Messes
Friday, September 18, 2015 September Lunch Meeting: Medicare 101
Friday, May 15, 2015 2015 Spring Seminar
Friday, March 20, 2015 Lunch Meeting: Plan Terminations – What You Need to Know Before You Terminate That Plan
Friday, February 20, 2015 Lunch Meeting: Social Security and Medicare
Friday, January 16, 2015 Lunch Meeting: My Body My Business
Friday, November 21, 2014 Lunch Meeting: Retirement Plan Audits – Why Employers Don’t Want to “Stand Out in the Crowd"
Friday, October 17, 2014 Lunch Meeting: Retirement 2.0 - The Debate
Friday, September 19, 2014 Lunch Meeting: Legal Update: You Can’t Do That Anymore
Friday, May 02, 2014 2014 Spring Seminar
Friday, March 21, 2014 Lunch Meeting: State Legislative Update
Friday, February 21, 2014 Lunch Meeting: Ethical Leadership
Friday, January 17, 2014 Lunch Meeting: Succession Planning and Development
Friday, November 15, 2013 Lunch Meeting: Tales From the 403(b) Battlefield
Friday, October 18, 2013 Lunch Meeting: DOMA and Its Impact on Employee Benefit Plans
Friday, September 20, 2013 Lunch Meeting
Friday, May 17, 2013 2013 Spring Seminar
Friday, March 15, 2013 Lunch Meeting
Friday, February 15, 2013 Lunch Meeting
Friday, January 18, 2013 Lunch Meeting
Friday, November 16, 2012 Lunch Meeting
Friday, October 19, 2012 Lunch Meeting
Friday, September 21, 2012 Lunch Meeting

Western Pension & Benefits Council Salt Lake City Chapter

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