In late December, Congress passed a bipartisan spending bill containing sweeping retirement plan legislation, designed to encourage Americans to save more. This legislation contains provisions that will have a direct impact on retirement plans, many of which are effective immediately. In this session, we’ll dive into the changes, exploring the implications for retirement plan participants, sponsors and administrators.
Steve Diess, EA, MAAA, is President and an owner of Independent Actuaries, Inc . (IAI). Located in Lake Oswego, IAI is the largest independently-owned actuarial consulting firm in the Pacific Northwest.
Steve has 25 years of experience in the pension plan consulting field, specializing in defined benefit and hybrid plan design and consulting. Prior to joining IAI, he was a consulting actuary at Mercer Human Resource Consulting.
Steve is an Enrolled Actuary, and graduated from Santa Clara University with a mathematics degree. He is a frequent presenter at several different retirement-focused organizations, including the WPBC.
Steve is a lifelong Oregonian, and lives in NE Portland with his wife and golden retriever.
Registration is free for members and $50 for non-members.
Professional accreditation credits include: AIF, ASPPA, CFP, CLE Oregon State Bar, CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM.
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
EMAIL: info@wpbcportland.org
PHONE: (503) 928-8780
Address:1819 SW 5th Ave. #211 Portland, OR 97201
