ASPPA Benefits Council of Greater Philadelphia is a local chapter of ASPPA, the American Society of Pension Professionals and Actuaries.

The mission of the ASPPA Benefits Council of Greater Philadelphia is to provide affordable, local educational and networking events for our members. With the help of our corporate sponsors and direct affiliation with ASPPA National, we attract speakers who are industry specialists to help keep our members informed about current developments impacting employer-sponsored retirement plans. Our networking events enable members to interact with one another and our corporate sponsors in a professional but relaxed environment. We have a diverse membership base consisting of retirement plan professionals in all plan administration roles including: Third Party Administrators, ERISA attorneys, CPAs, actuaries, investment advisors, wholesalers, and others.

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Retirement Plan Hot Topics - Bob Toth

When
13 Nov 2015
11:30 AM - 2:00 PM
Location
Top of the Tower, 51st Floor / Three Logan Square / 1717 Arch Street / Philadelphia, PA 19103
Registered
40 registrants

Registration

ASPPA Greater Philadelphia Member – $50.00
ASPPA Greater Philadelphia Member with CFP credits – $75.00
ASPPA National Member with CFP credits – $62.50
ASPPA National Members – $37.50
Nonmembers – $80.00
Nonmembers with CFP credits – $105.00

Registration is closed

Please join us as Bob Toth addresses the following potpourri of hot topics as they relate to the retirement plan industry:

•ERISA accounts, Prohibited Transactions, and other 'compensation-related' issues and considerations for TPAs

•Our annual Washington Update- including the currently proposed but upcoming final new Fiduciary rules

•Qualified Longevity Annuity Contracts (QLACs) for Defined Contribution Plans

Bob Toth has practiced employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement plans, one which combines elements of ERISA, tax law, insurance law, securities law and investment law for both 401(a) and 403(b) plans. Bob's experience includes designing innovative investment and administrative products and services for retirement plans, including DC annuitization programs, fiduciary services, MEPS and investment platforms, advising on prohibited transactions issues related to retirement plan products and services and their distribution, development of open architecture programs for 403(b) plans and writing and implementing standards for fiduciary and advisory practices.

Bob is a Fellow of the American College of Employee Benefits Counsel; Senior Advisor of ASPPA's Governmental Affairs Committee; and adjunct professor at John Marshall Law School. Prior to establishing his own law firm, Bob was a partner at Faegre Baker and Daniels, Associate General Counsel of Lincoln Financial Groups managing the legal affairs of its employer market division, and Senior Attorney at Kellogg Company in Battle Creek, Michigan.