ERISA Conference - Webcast

Colleen Windham, CPA, is the Director of Retirement Plan Services at Independent Retirement (Inde). In this role, she manages both offshore and onshore teams in addition to consulting on topics such as Form 5500 reporting, missed deferrals, compliance testing, and plan design. She is an avid teacher and trainer, taking opportunities to speak and write articles across multiple professional organizations.

(3/13/2026)

Colleen Windham, CPA, is the Director of Retirement Plan Services at Independent Retirement (Inde). In this role, she manages both offshore and onshore teams in addition to consulting on topics such as Form 5500 reporting, missed deferrals, compliance testing, and plan design. She is an avid teacher and trainer, taking opportunities to speak and write articles across multiple professional organizations.

(3/13/2026)

Jason Douthit

Jason Douthit earned a B.A. at San Francisco State University (Labor Studies and Philosophy) and Juris Doctor from the School of Law and the University of California, Davis (2006). Jason's practice is focused on ERISA/employee benefits (including both retirement and health plans) and executive nonqualified deferred compensation plans.

(4/2/26)

Vincent Cacciottoli

Vince Cacciottoli, J.D., is a principal with Foster Garvey, PC, a Northwest law firm with offices in Seattle, Portland, Spokane, New York City, Washington D.C. and Tulsa. Vince has more than 30 years of experience, knowledge and insight to bear in navigating employers through the complex laws that impact the design, operation and termination of employee benefit and executive compensation plans. 

Vince serves as an advisor to the boards, committees, trustees and key executives of private and public companies, financial institutions and nonprofit organizations.

He resolves compliance issues for retirement, health and welfare and executive compensation plans. He also negotiates the administrative and investment contracts and agreements for those plans, advises on fiduciary and directors' and officers' liability, corporate governance and plan investment issues, and he handles benefit and executive compensation issues in mergers and acquisitions.

Vince is also a popular speaker on employee benefits and executive compensation issues with business and professional groups.

He is listed in Best Lawyers in America and was named Best Lawyer of the Year for Employee Benefits/ERISA Law in Portland, Oregon for 2024, 2019, and 2015. He is also a Fellow in the prestigious American College of Employee Benefits Counsel. Vince is a Past President of the Western Pension & Benefits Conference and served on the Portland chapter board. Originally from New York City, he received his B.A. from New York University and his J.D. from Fordham University School of Law.  

(4/3/26)

Marcus J. Aron, CPA, has nearly 40 years of experience with EBSA working with audits of ERISA-covered plans. As the Acting Chief Accountant, Employee Benefits Security Administration, Mr. Aron is responsible for managing the resources of the Office of the Chief Accountant and implementing various comprehensive, nationwide enforcement programs relating to certain provisions of the Employee Retirement Income Security Act (ERISA). He also provides ERISA related accounting and auditing technical expertise within the Employee Benefits Security Administration and is the liaison with the American Institute of Certified Public Accountants (AICPA), the Financial Accounting Standards Board (FASB) and other professional organizations. 

Mr. Aron provides executive oversight and leadership for EBSA's fiduciary oversight program for the federal government's Thrift Savings Plan (TSP). The TSP is the largest defined contribution plan in the world, with assets in excess of $1 trillion and covering 7.3 million participants.

Mr. Aron is a certified public accountant and holds a B.B.A. degree with a major in accounting from the College of William and Mary in Virginia.

(4/3/26)

David Higgins works as an IRS Tax Specialist in Seattle, WA serving as the primary IRS contact to practitioners, industry, and business organizations throughout Washington, North Dakota, South Dakota, Oregon, and Alaska.

David educates on a variety of tax topics to all taxpayer communities, including employers, community groups, small business resource partners and tax practitioner organizations.

(4/3/26)

 

Darren Holsey is one of the owners of Premier Retirement Plan Services headquartered locally here in Oregon.  He is nearing 35 years in the industry as a TPA.  Darren has been a long-time contributor for the National Institute of Pension Administrators (NIPA) serving on the education/examination and membership committees, the Annual Conference (NAFE) planning committee as both member and chair and he is a past President of NIPA's Board of Directors where is served for 16 years.  He is an Enrolled Retirement Plan Agent, a member of NIPA and ASPPA. On a personal note, Darren still competes nationally as a wakeboarder and coaches on the side, so if you're ever want to get out on the water, hit him up to take you out!

(3/13/26)