May 21 Chapter Meeting

  • 21 May 2013
  • Breakfast in Bellevue, Luncheon in Seattle

Registration


Registration is closed

Ethics in Benefits Roundtable

Case Study

An accountant, attorney, actuary and third party administrator walk into a roundtable. This isn't just the beginning to a great joke, but the foundation for a program on professional ethics in the benefits industry.

Presenters Mary Dickinson, Stephen A. White and Richard Birmingham will revisit last year's discussion on the ethical rules applicable to their professions and how those rules create special issues in the benefits industry. Topics will include fee issues; conflicts of interests; and duties to clients/employers. The presenters will use a case study to identify ethical issues in common scenarios and as a basis for a discussion of the role of employers in monitoring service providers. This program provides benefits industry specific ethics education for professionals and also provides an overview for employers of the ethics requirements applicable to their service providers.

Our Roundtable Presenters

Mary Dickinson

Mary Dickinson is a certified public accountant and principal in Bader Martin's Tax and Accounting and Assurance practices. Mary's work at Bader Martin includes audit, consulting, and compliance services for benefit plans - including plan selection, monitoring and compliance, and optimization to serve business objectives.

Stephen A. White

Stephen A. White is a consulting actuary with Milliman. His area of expertise is the retirement field, with particular emphasis on pension administration outsourcing services and actuarial services for large and medium-sized corporate clients and Taft-Hartley plans.

Richard Birmingham

Rich Birmingham is an attorney with Davis Wright Tremaine. Rich has over 30 years of experience in employee benefit consulting and ERISA litigation. Rich's consulting practice includes work with qualified plans, non-qualified plans, welfare plans, non-profit entities and mergers and acquisitions.


May 21 Chapter Meeting

Online registration closes May 19.
Register by phone until noon on May 20 at 206-623-8632.
No refunds after May 17.
Members must log in to get the member rate.
Meeting flyer

Bellevue Breakfast - Daniel's Broiler

Located in the Bank of America building
10500 N.E. 8th, 21st Floor, Bellevue, WA 98004

The underground parking garage is shared with the Hyatt.
Once in the garage look for the 'Bank of America' elevators.
Take garage elevator to the Bank of America lobby.
Switch to a building elevator to go to 21st floor.
Building elevators are locked until 7 AM.

7:15-7:30 AM  Sign in
7:30-7:40 AM  Breakfast is served
7:40-8:00 AM  Announcements and Current Issues
8:00-9:00 AM  Program

$30 Members online; $40 at the door
$40 Non-members online; $50 at the door

Seattle Luncheon - Sheraton Seattle Hotel

1400 Sixth Avenue, Seattle, WA 98101

11:15 AM-11:30 AM  Registration
11:30 AM-11:45 AM  Lunch is served
11:45 AM-12:00 PM  Announcements and Current Issues
12:00 PM-  1:00 PM  Program

$45 Members online; $60 at the door
$60 Non-members online; $75 at the door

Western Pension & Benefits Council • Seattle Chapter
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