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• What to Expect from an EBSA Investigation

  • When
    06 Feb 2025
  •  
    3:00 PM
  • Location
    Pacific Portfolio, 450 Alaskan Way S., Seattle

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  WHAT TO EXPECT from an EBSA Investigation           

  When:    February 6, 2025

  Where:   Pacific Portfolio Consulting; 450 Alaskan Way S. ** 

  Time:      Doors open at 3pm; program begins at 3:30

  Have either your organization or your clients been contacted by EBSA? This informative presentation will discuss EBSA’s current enforcement priorities for both health and retirement plans. The speaker will explain EBSA’s formal and informal investigative processes, from the initial contact through the closure letter. The voluntary correction program will also be discussed. 

  Speaker Bio: Andy Cameron, Senior Benefits Advisor with the U.S. Department of Labor

  Andy Cameron is a Senior Benefits Advisor at the United States Department of Labor, Employee Benefits Security Administration (EBSA). Andy advises plan participants, plan sponsors and service providers on a wide range of health and retirement plan issues. Andy regularly speaks to public and private organizations about ACA, MHPAEA, HIPAA, COBRA and relevant retirement plan regulations. Andy has worked at EBSA since 2006. He has served as both a Benefits Advisor and an Investigator and has audited health and retirement benefit plans.

  Before joining EBSA, Andy worked in human resources for more than 5 years. He obtained the Professional in Human Resources certification from the Human Resources Certification Institute as well as the Competent Toastmaster designation from Toastmasters International. Andy holds a bachelor’s degree in management from Purdue University, a Certificate in Human Resources from the University of Washington, and a law degree from Seattle University.

  Meeting Format - February 6, 2025

  3:00 pm   Registration & Social

  3:30         Presentation

  4:30         Fireside Chat with Q & A

  5:30         Reception - Beverages & hors d'oeuvres

  
  

  Registration Fees 

  $35 - Members

  $50 - Nonmembers/guests

  ** Scott T. Fisher will meet us at the entry to the building to escort to the meeting location.  NOTE:  Parking is best secured at 505 1st Avenue South. Enter on the water side.

  Questions contact WP&BC Seattle Chapter via email: info@wpbcseattle.org, or by phone 206.653.7259.  

  
  

  THANK YOU TO OUR SPONSORS:

  BLACKROCK, COLUMBIA THREADNEEDLE AND EMPOWER

  
  

  

  
  

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