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WELCOME TO THE WP&BC SEATTLE CHAPTER

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WP&BC Events

One of the great benefits of membership in WP&BC is getting to meet your fellow members to share ideas, network, socialize or volunteer for a cause. We also hold webinar and informational meetings on the latest industry topics. 

This calendar is updated frequently to include local as well as our national events. Please check back regularly. 

Upcoming events

    • 26 Jun 2024
    • 3:30 PM
    • HMA, 10700 Northup Way, Ste. 100, Bellevue, WA 98004
    Register

    Join WP&BC Seattle Chapter for two special presentations

    followed by a reception and networking opportunity.

    _________________________________________________________________

    Self-Funding & Stop Loss 101

    • Pay for coverage used
    • Customize plans
    • Mitigate costs using data
    • Lower regulatory burdens
    • Leverage help if needed

    Dan Rickert Sr., Sales Executive and Audrey Olson, Account Executive will cover these and additional topics.  

    Dan Rickert is a Senior Sales Executive with HMA. Dan has been doing Sales and Account Management in the Insurance industry for 17 years. Before joining HMA, Dan had spent most of his career on the Ancillary side of the business selling and servicing Life, Disability and Dental. He is excited to expand his industry knowledge on the Self-Funded Medical side of the business at HMA.


    Audrey Olson is an Account Executive at HMA with over 30 years of experience in the insurance industry. She’s primarily worked within the broker community and her deep knowledge of self-funding has been an asset to her career.



    _________________________________________________________________

    Nonqualified Deferred Compensation Plan insights, design and trends

    Chris Fernandez will touch on

    • Design characteristics
    • Market trends
    • Financing options

    Chris Fernandez, Regional Director--Nonqualified Plans, Principal Financial Group provides external consulting support on Nonqualified Deferred Compensation Plans with the Principal Financial Group and works as a member of the Midwest / West Nonqualified Plan Team, based in Minneapolis.  He has been working with executive nonqualified plans at The Principal for more than 20 years. 

    Chris proactively works with advisors and their corporate clients providing consulting support on design, financing and administrative alternatives of nonqualified plans. Additonally, he oversees the implementation and underwriting of start-up nonqualified plans, and the transition of exisitng nonqualified benefit plans, to The Principal.

    Schedule for June 26, 2024 - WP&BC Seattle Quarterly Meeting:

    3:30 pm - Registration

    4:00-4:50 - Self-Funding & Stop Loss 101

    4:50-5:00 - Break

    5:00 - 5:50 - Nonqualified Deferred Compensation Plan

    5:50 - 7:00 - Reception - Beverages & hors d'oeuvres

    Location:

    Healthcare Management Administrators (HMA) Belleuve Offices; 10700 Northup Way, Ste. 100, Bellevue, WA. 98004

    Registration: (additional form will be sent after this initial registation)

    Online registration closes end of day June 24. No refunds after deadline.  Questions contact WP&BC Seattle Chapter via email: info@wpbcseattle.org, or by phone 206.653.7259.  

    Prior to the event, you will receive a separate email form from Envoy, asking you to register again. A simple complete and return is all needed.    

       Fees:

    Members: $35 per person

    Non members/guests: $50 per person

    BEST OPTION:  $100 - includes membership plus this event *


    *Join now and attend this meeting for free. In addition, you receive member discounts at our 2024 Seattle Chapter Meetings this fall, as well as member rate (saving $150) for 2024 Western Benefits Conference in San Francisco, September 26-27.

Event Calendar

Fall 2024

The board and program committee are forming to review topics and presenters for educational events for all.  If you have a speaker or program you would like to see, please send an email to info@wpbcseattle.org.

Spring Seminar 2025

Spring Seminar 2024 was a success, so much so we are beginning plans for Spring Seminar 2025!  It takes a committee.  If you want to help on the next Spring Seminar committee, send an email to info@wpbcseattle.org.

Check back frequently for update on additional member programs. 

 

Cancellation policy

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

Please email info@wpbcseattle.org if you need more information.

Payments

All events must be prepaid.

If attending an in person meeting, you may pay for by check, no later than the date of the event. If you mail, payment must be made prior to the event. Mail checks to:

WP&BC Seattle Chapter
1402 Lake Tapps Pkwy SE, Ste. F104-133
Auburn, WA 98092

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

WP&BC Seattle
info@wpbcseattle.org
(206) 653-7259 - Phone

Address:

WP&BC - Seattle Chapter
1402 Lake Tapps Pkwy SE, Ste. F104-133
Auburn, WA 98092

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