June Meeting
Please join us on Tuesday, June 10, 2008, at the Marriott Hotel Downtown Louisville, 280 West Jefferson Street, Louisville, Kentucky, for our monthly LEBC luncheon presentation. Jean A. Young, Vanguard Center for Retirement Research, will give a presentation on Automatic Solutions and the Impact on Retirement Savings.
Jean A. Young, Vanguard Center for Retirement Research, is a Senior Research Analyst at the Vanguard Center for Retirement Research. The Center conducts and sponsors research on retirement savings and retirement benefits in the U.S. Its work is designed to assist employers, consultants, policymakers and the media in understanding developments in the U.S. retirement system. The Center conducts its own research on individual savings and investment behavior, and collaborates with leading academics and industry researchers on topics of mutual interest.
Young's research interests include the design of employer-sponsored retirement programs, and the psychological and behavioral aspects of participant decision-making. She is also the lead author for our annual publication, "How America Saves."
Young has been with Vanguard since 1996 and prior to joining the Center in 2004 was a client relationship manager in Vanguard's defined contribution recordkeeping business. She received a Bachelor of Arts degree in Business Administration from Franklin & Marshall College in Lancaster, Pennsylvania, and a Masters of Science in Taxation degree from Widener University in Chester, Pennsylvania. She is a C.P.A. and holds series 6 and 63 NASD licenses.
Presentation Contents
Automatic enrollment and other automatic solutions, such as life-cycle funds and managed account programs, have the ability to dramatically improve participant retirement savings outcomes. Learn about the new research that has shed light on how automatic solutions are impacting retirement savings for participants today and then examine how employees enrolled automatically to those enrolled voluntarily. The results may surprise you.
(For a complete list of speakers for the 2008 - 2009 luncheons, click here.)
Guest Policy
Guests are welcome at our regular monthly meeting fee of $50. If you would like to bring a guest, just add his or her information to your RSVP, or you can notify our membership chair, Debby Coons, at (502) 561-1530, or Debby_Coons@aon.com.
RSVP Policy/Special Dietary Concerns/Reservation Changes
The lunch menu will be as follows:
Tomato basil soup, grilled chicken breast with white wine veloute with saffron rice and chocolate madness croquant.
Please note that members are asked to confirm their attendance at all monthly luncheons. If you have any special dietary concerns, you may indicate them in the "Guest" box on the RSVP form in the newsletter, or contact Membership Chair Debby Coons at the above telephone number or e-mail address.
If you need to make a change in your reservation at the last minute, please let Debby know as soon as possible. No shows are a recurring problem and continue to adversely affect the LEBC's efforts to manage expenses. As a result, members who need to cancel their reservation must do so by contacting Debby by noon of the Friday prior to the meeting. If a member fails to timely cancel his or her reservation and does not attend, the member will be billed a $25 cancellation fee. Please help us to control costs and spend the LEBC's money wisely. All members will benefit!
top
In order to obtain continuing education credit, it is very important that we adhere to this schedule, so please make every effort to time your arrival according to this schedule.
The LEBC is applying for continuing education credit for this month's presentation with the Kentucky Bar Association, the Joint Board of the Enrollment of Actuaries, the Kentucky State Board of Accountancy, the American Society of Pension Professionals & Actuaries and the Kentucky Department of Insurance. The LEBC will no longer apply to the Indiana Department of Insurance and HRCI for CE credit due to an increase in the cost and continued problems with obtaining these credits. Forms for continuing education credit will be available at the registration table.
Check the information board in the lobby for room information. Parking is available in the hotel parking lot. If the Marriott garage is full, parking is also available at the Galleria Parking Garage. Self-parking will be paid for by the LEBC at the Marriott and Galleria garages.
top
Guest Policy
Guests are welcome at our regular monthly meeting fee of $50. If you would like to bring a guest, just add his or her information to your RSVP, or you can notify our membership chair, Debby Coons, at (502) 561-1530, or Debby_Coons@aon.com.
RSVP Policy/Special Dietary Concerns/Reservation Changes
Please note that members are asked to confirm their attendance at all monthly luncheons. If you have any special dietary concerns, you may indicate them in the "Guest" box on the RSVP form in the newsletter or contact Debby Coons at the above telephone number or e-mail address.
If you need to make a change in your reservation at the last minute, please let Debby know as soon as possible. No shows are a recurring problem and continue to adversely affect the LEBC's efforts to manage expenses. As a result, members who need to cancel their reservation must do so by contacting Debby by noon of the Friday prior to the meeting. If a member fails to timely cancel his or her reservation and does not attend, the member will be billed a $25 cancellation fee. Please help us to control costs and spend the LEBC's money wisely. All members will benefit!
top
Sub-council News
The next Sub-council meeting will be:
April 22, 2008
Marci Gunnell of Mercer Health & Benefits will make a presentation on the 2007 National Survey of Employer Sponsored Health Plans.
Meeting Information. All sub-council meetings are held in a meeting room at the downtown Marriott. Check the computerized screens in the hotel for the exact room location. The luncheon provided by the Marriott will be a 3-course meal rather than a buffet.
Parking vouchers will be available at each luncheon for individuals parking in the Marriott garage. All Sub-council meetings begin at noon. If you would like to bring a guest, please call Ben Evans at 587-3678 in advance. There is a $50 guest fee, which includes lunch.
Members who register for a Sub-council meeting and do not attend will be billed the full cost of $40 unless they contact Ben by noon of the previous Friday to cancel.
The LEBC will be billed for all reservations made whether or not we actually use the spots. Again, please be sure to let Ben know by the Friday prior to the Sub-council meeting if you need to make a change to your reservation. Help us be good stewards of the Council's money!
RSVP Policy. Please note that members are asked to confirm their attendance at all Sub-council luncheons. Members who wish to attend a Sub-council meeting must register and pay $40 at the door. You must contact Ben Evans at (502) 587-3678 or e-mail Ben at bje@gdm.com.
Speaker Information. Use this link for a complete list of LEBC Sub-Council Luncheon Dates and Presentatiion Speakers.
|
