WP&BC Seattle Chapter 2019 Spring Seminar


2018-2019 Event Calendar

September 6, 2018 

    Paid Family and Medical Leave 

Kate Tylee Herz, David Wright Tremaine LLP

    Right to Try

Jessica Rother, CCEP and Kim Petram, RN, BSN

Healthcare Management Administrators 

November 14, 2018 

    Moving from Financial insecurity to Financial Wellness

Jeffrey P. Tulloch, MetLife

    Plan Sponsor Panel Discussion: Wellness

Heather Hill, Moderator: HMA

February 21, 2019

    Pension Risk Transfer

Craig Watkins, Prudential

    The Affordable Care Act

Christine Hawkins: Davis Wright Tremaine LLP

April 4, 2019

    Spring Seminar 

Nolan Teasley, Seattle Seahawks 

Rich Birmingham, Davis Wright Tremaine LLP

Jim Cheng, JP Morgan Chase

Liz Deckman, Dorsey Whitney

Hunter Ferguson, Stoel Rives

Michael Garrett, Mercer

Andrew J. Holly, Dorsey Whitney

Rocco Piccone, Vanguard

Erin Riley, Keller Rohrback, LLP

Wendy Rittereiser, City of Renton

Molly Rudd, Weyerhaeuser


Cancellation policy

Reservations must be cancelled on or before the reservation deadline in order to receive a refund for an event.

Please email wpbc@asi-seattle.net if you need more information.

Payment by Check

You may also pay for reservations by check. Write the invoice number on the check, include a copy of the invoice and mail to:

WP&BC Seattle Chapter
PO Box 58530
Seattle, WA 98138-1530

Upcoming events

    • 04 Apr 2019
    • 11:00 AM - 5:00 PM
    • Washington Athletic Club

    The Western Pension & Benefits Council, Seattle Chapter's focus with our 2019 Spring Seminar is to provide benefits professionals with tools, knowledge and new ideas to help pension and benefits plan participants. This year’s Spring Seminar will continue to offer key industry updates necessary to stay current as benefits professionals.

    Our luncheon speaker is Seattle Seahawks, Director of Pro Personnel, Nolan Teasley. He will "kick off" the afternoon session with a look at"Managing Change and Maintaining a Winning Culture".

    Immediately following the last session, plan to stay and visit with colleagues, speakers and sponsor representatives at the hosted cocktail reception.

    Schedule of Events

    11:00 - 11:45 Registration and seating for lunch

    12:00 - 1:00 Lunch / Keynote speaker

    1:00 - 2:00 Breakout Session 1A | Breakout Session 1B

    2:00 - 3:00 Breakout Session 2A | Breakout Session 2B

    3:00 - 4:00 General Session

    4:00 - 5:00 Sponsors' Reception

    Select a Session to View Details

    Nolan TeasleyNolan Teasley, Director of Pro Personnel, Seattle Seahawks

    Seattle Seahawks Director of Pro Personnel, Nolan Teasley will share his perspective on the upcoming season, as well as a behind the scenes looks at the Seahawks approach to managing change and maintaining a winning culture. Common to all organizations is the need to attract and retain the best talent, and to manage that talent to achieve the best talent, and to manage that talent to achieve the organization’s mission. But few organizations do that more publicly than a professional sports team.

    Nolan’s tenacity and work ethic, that have led to his rapid growth within the Seahawks organization is an inspiring story. A prior college football player, Nolan left his career in corporate marketing to follow his passion, taking an entry-level position as an intern with the Seahawks in 2013. He was soon promoted to Pro Scout, and spent his time evaluating the strengths and weaknesses of professional football players across the NFL. Last year, in his sixth season, Nolan was promoted to Director of Pro Personnel, with primary responsibility for acquiring and contracting with players to fill gaps and create the depth of strength needed for the Seahawks’ success. Nolan is an engaging speaker, and will welcome your questions.

    Credits: NA

    Thank you to the Employee Benefits Planning Association (EBPA) for co-sponsoring our keynote speaker.

    Michael GarrettMichael Garrett, Principal,

    Plan sponsors typically have five percent of their population that accounts for 50% of the health care costs. There is a need to better understand this population, so that effective strategies can be deployed for early interventions that result in reduce costs, improve quality and access, and improve the member experience.

    This presentation will identify best practices in proactive population health management strategies that can achieve these aims. Health plan and healthcare systems are using technology, data, and care teams to improve the interventions necessary to efficiently identify patients at risk, so that timely and effective interventions can be made with patients and families. Plan sponsors must ask that their health plans and healthcare providers deploy innovations along with multidisciplinary care teams to address the cost trend.

    Michael Garrett possesses more than 30 years of progressively responsible experience in care/case management, chronic condition management, healthcare quality, and population health management services. His experience includes developing and implementing new care delivery models, such as patient centered medical homes and accountable care organizations. He is currently a Principal at Mercer where he is a part of the Total Health Management specialty practice.

    Michael is a Certified Case Manager, Certified Vocational Evaluator, Nationally Certified Psychologist, and a Board Certified Patient Advocate.

    Credits: Insurance Credit

    Liz Deckman
    Liz Deckman, Partner,
    Dorsey Whitney

    Andrew Holly
    Andrew Holly, Partner,
    Dorsey Whitney

    Employers that sponsor company retirement plans have many fiduciary responsibilities involving the ongoing administration of the Plan and the obligation to manage the investment options offered to plan participants. A typical best practice for plan sponsors is to establish a benefits committee to manage the administrative processes including the selection and monitoring of the investment options in the plan. The members of the committee are designated as fiduciaries to the plan and must carry out their responsibilities consistent with ERISA Fiduciary Standards. Liz Deckman, partner at Seattle law firm Dorsey & Whitney LLP, will provide insights and best practices for committees and overall plan governance.

    Liz Deckman has extensive business law experience in employee benefits and ERISA, including design and implementation of all types of tax-qualified retirement plans and trusts; drafting, implementing, and advises employers on health and welfare plans; and advising clients on the effect of new laws on plans. She also assists clients in the employee benefits aspects of mergers and acquisitions.

    Liz was named one of the "Best Lawyers in America" in Employee Benefits Law by Best Lawyers, 2013-2019, and has been on the WP&BC Board since 2011.

    Andrew Holly has extensive experience as lead counsel defending fiduciaries, sponsors, and insurers in ERISA fiduciary class actions, including cases involving company stock, 401(k) plan fees, defined benefit plans, pension age discrimination claims, Taft-Hartley pension plans, prohibited transaction claims, claims for plan benefits, executive compensation claims, and other fiduciary and plan investment matters.

    Andrew also represents clients in complex tax litigation in federal and state courts. He has handled dozens of jury and court trials, arbitrations, regulatory matters, and other evidentiary hearings.

    Credits: Retirement Credit

    A panel of plan sponsors and vendors with extensive backgrounds in relationship management will share their perspective on creating and maintaining strong, collaborative sponsor/vendor relationships. The relationship is fundamental in designing and managing effective benefit plans that align with the sponsor’s goals and challenges. The quality of the relationship can impact cost, employee satisfaction, compliance and regulatory risk. The panel will address topics such as finding the right match through an effective RFP, techniques for making improvements when the relationship falls short of expectations, and tips for maintaining an already great relationship.

    Plan Sponsors

    Molly Rudd, Sr. Retirement Plan Administrator

    Over 20 years of experience in human resources, retirement plans and vendor management.

    Wendy Rittereiser, HR Benefits Manager
    City of Renton

    Over 25 years of experience with Health and Welfare and Retirement plans, in both the public and private sector.

    Credits: NA


    Rocco Piccone, Relationship Executive

    Over 20 years of experience in client-facing leadership roles, overseeing Vanguard’s full-service DC, DB and NQP recordkeeping clients.

    Jane Orenstein, Director and Corporate Counsel
    Delta Dental of Washington

    Over 30 years of experience as a government attorney as well as in-house counsel to both private and public companies in a variety of businesses.

    Hunter Ferguson
    Hunter Ferguson, Partner,
    Stoel Rives

    Jim Cheng
    Jim Cheng, Information Security Lead, JP Morgan Chase

    Hunter Ferguson is a partner in Stoel Rives’s Litigation group and has a broad range of experience with all phases of litigation in state and federal courts. Hunter devotes considerable time to counseling clients on information privacy and cybersecurity issues, including strategies for securing personally identifiable information (PII), data breach incident response, and litigation. He also focuses a substantial portion of his practice on appeals and has prepared merits and amicus briefing and petitions for review and certiorari at every level of state and federal courts.

    Jim Cheng is an experienced information security professional with 11 years experiences (out of his 16 years' of technology experience) in various industries. In his experience, he has been an auditor, consultant, engineer, and process owner in different domains from engineering to governance and compliance. Jim Cheng currently works at JP Morgan Chase in its Third Party Oversight function overseeing suppliers' security in cloud computing. Prior to that, he worked for two Big4 firms for 8 years at the U.S., Canada and China.

    Credits: Insurance, Legal, and Retirement Credit

    Rich Birmingham
    Rich Birmingham, Partner,
    Davis Wright Tremaine L.L.P

    Erin M. Riley
    Erin M. Riley, Attorney,
    Keller Rohrback L.L.P

    Litigation Update: Two Perspectives. Join Rich Birmingham and Erin Riley as they walk you through the cases to watch and the latest developments in ERISA litigation, including: mental health parity; actuarial assumptions; 3rd party service provider litigation, recent fee dispute victories; stock drop disputes; suits against defined benefit plans; the fiduciary rule, enforceability of arbitration clauses and other limitations on ERISA lawsuits as well as the burden of proof on damages for a fiduciary breach. Erin represents employees and retirees. Rich defends employers. Together, they bring a unique perspective to address current ERISA litigation, new legal theories, and best defense strategies.

    Rich Birmingham has over 30 years of experience in both employee benefit consulting and ERISA litigation. He is one of the few lawyers listed in "Best Lawyers in America" in two both ERISA law and ERISA litigation. His command of both the substantive and litigation areas of ERISA enable him to give practical proactive advice to clients and to obtain early dismissal or settlement when litigating ERISA matters. Rich is a frequent speaker at employee benefit seminars and has published numerous articles and client advisories on a wide variety of employee benefit issues.

    Erin Riley’s practice has focused on representing employees and retirees in ERISA actions involving defined contribution, defined benefit, and health benefit plans. She has successfully litigated ERISA breach of fiduciary duty cases including cases filed against Washington Mutual, Merrill Lynch and WorldCom.

    Erin has been actively involved with the Employee Benefits Law (Bloomberg-BNA), serves as a Co-Chair of the Board of Senior Editors of the treatise, and formerly served as Plaintiffs’ Co-Chair of the Civil Procedure Subcommittee and as a senior editor.

    Credits: Insurance, Legal, and Retirement Credit

    This year we are pleased to announce a partnership with Employee Benefits Planning Association (EBPA). They will hold their regular breakfast program in the morning. For details, click here. For those who choose to attend both events, we are offering a discount.


    Early Registration (by 3/25/2019) Member* Non-Member
    WP&BC Event Only (11-5) $180 $300
    EBPA Event Only (7:45-10:45) $65 $85
    Both Events (10% discount) $221 $347


    Registration after 3/25/2019 Member* Non-Member
    WP&BC Event Only (11-5) $200 $325
    EBPA Event Only (7:45-10:45) $80 $100
    Both Events (10% discount) $252 $383


    *Members of either organization receive the member rate and a 10% discount if attending both events.

    No refunds after March 25, 2019.

    • 04 Apr 2019
    • 11:30 AM - 5:00 PM
    • Washington Athletic Club, 1325 6th Avenue, Seattle, WA

    Registration for Spring Seminar sponsorship is now closed. For questions, contact he WP&BC office, 206.623.8632

    Be a 2019 Spring Seminar sponsor!

    You are invited to be a part of the premier conference in the Seattle area for retirement and benefits professionals. Sponsorship of the conference will ensure that your company is featured for all event attendees.

    Sponsorship Details

          Silver: $1,000 

          All Sponsorships include:

    • Your company name and logo featured in a full page in conference program

    • Table at cocktail reception following the program

    • Logo on posters throughout the event venue

    • Logo displayed on screen between sessions

    • Logo and link to your company's website on the event web page

    • One complimentary registration for the Spring Seminar

      Gold: $2,500 - in addition to above, will receive:

    • Recognition by WP&BC from the podium during the lunch program

    • One paid annual membership to WP&BC Seattle Chapter

    • One paid registration to all 2019 Seattle Chapter events


Past events

21 Feb 2019 WP&BC Quarterly Meeting - February 21, 2019
14 Nov 2018 WP&BC Seattle Quarterly Meeting - November 14
06 Sep 2018 WP&BC Seattle Quarterly Meeting- September 6
28 Jun 2018 WP&BC Seattle Quarterly Meeting-CANCELLED
30 May 2018 Panel about Disability Claims Administration
20 May 2018 Western Pension & Benefits Council (WP&BC) is pleased to announce a new annual conference partnership for 2018!
30 Apr 2018 WP&BC Seattle Quarterly Meeting
07 Feb 2018 WP&BC Seattle Chapter Pop Up - Tax Reform Panel
25 Jan 2018 WP&BC Seattle Quarterly Meeting: Technology & Implementation Practices
11 Jan 2018 WP&BC Seattle Chapter Pop Up - 2018 Financial Outlook
07 Dec 2017 Employee Benefits Planning Association
29 Nov 2017 FREE for 2017 PNW ISCEBS Chapter Members
16 Nov 2017 WP&BC Seattle Chapter Pop Up - ACA Developments
14 Sep 2017 Paid Parental Leave Trends and Considerations
09 Jul 2017 2017 Western Benefits Conference - Anaheim
20 Jun 2017 WP&BC June 20,2017 Chapter Meeting
16 May 2017 May 16, 2017 - No chapter meeting in May
04 May 2017 PNW ISCEBS - Long Term Care Webinar
19 Apr 2017 Spring Seminar Sponsorship
19 Apr 2017 The 2017 Spring Seminar
30 Mar 2017 PNW ISCEBS event on Medicare Basics.
21 Mar 2017 March 21 Chapter Meeting
21 Feb 2017 February 21 Chapter Meeting
17 Jan 2017 January 17 Chapter Meeting
15 Nov 2016 November 15 Chapter Meeting - Cancelled
18 Oct 2016 October 18 Chapter Meeting
20 Sep 2016 September 20 Chapter Meeting
19 Jul 2016 2016 Western Benefits Conference
21 Jun 2016 June 21 Chapter Meeting
20 Apr 2016 Spring Seminar Sponsorship
20 Apr 2016 The 2016 Spring Seminar
15 Mar 2016 March 15 Chapter Meeting
16 Feb 2016 February 16 Chapter Meeting
19 Jan 2016 January 19 Chapter Meeting
17 Nov 2015 November 17 Chapter Meeting
02 Nov 2015 Member Appreciation Networking Event
20 Oct 2015 October 20 Chapter Meeting
15 Sep 2015 September 15 Chapter Meeting
19 Jul 2015 2015 Western Benefits Conference
16 Jun 2015 June 16 Chapter Meeting
22 Apr 2015 The 2015 Spring Seminar
22 Apr 2015 Spring Seminar Sponsorship
17 Mar 2015 March 17 Chapter Meeting
17 Feb 2015 February 17 Chapter Meeting
20 Jan 2015 January 20 Chapter Meeting
18 Nov 2014 November 18 Chapter Meeting
21 Oct 2014 October 21 Chapter Meeting
30 Sep 2014 Member Appreciation Networking Event
16 Sep 2014 September 16 Chapter Meeting
27 Jul 2014 2014 Western Benefits Conference
20 May 2014 May 20 Chapter Meeting
23 Apr 2014 The 2014 Spring Seminar
23 Apr 2014 Spring Seminar Sponsorship
18 Mar 2014 March 18 Chapter Meeting
18 Feb 2014 February 18 Chapter Meeting
21 Jan 2014 January 21 Chapter Meeting
19 Nov 2013 November 19 Chapter Meeting
29 Oct 2013 October 29 Chapter Meeting
30 Sep 2013 Member Appreciation Networking Event
17 Sep 2013 September 17 Chapter Meeting
21 Jul 2013 2013 Western Benefits Conference
21 May 2013 May 21 Chapter Meeting
23 Apr 2013 The 2013 Spring Seminar
19 Mar 2013 March 19 Chapter Meeting
19 Feb 2013 February 19 Chapter Meeting
15 Jan 2013 January 15 Chapter Meeting
27 Nov 2012 November Chapter Meeting
16 Oct 2012 October Chapter Meeting
18 Sep 2012 September Chapter Meeting
15 Jul 2012 2012 Western Benefits Conference
Western Pension & Benefits Council • Seattle Chapter
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