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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1/2 Day Seminar

When
13 Jun 2019
7:30 AM - 1:00 PM
Location
Pyramid Club, 1735 Market Street, Philadelphia

Registration

ASPPA Greater Philadelphia Member – $50.00
ASPPA National Member – $37.50
CFP Member – $50.00
Nonmember – $80.00
Sponsor
Student

Keeping Current

This in-depth session provides information about the changes to the laws relating to retirement plans, including new and proposed legislation, actions by regulatory agencies (i.e., IRS, the DOL, the Pension Benefit Guaranty Corporation, and the Social Security Administration), and ERISA-related litigation. The information is specifically tailored to the various kinds of technical issues addressed on a daily basis by the attendees, and is a "real-world," advisor-focused view of the regulatory landscape in real time.

Be Your Client’s Hero!: Lessons Learned from Litigation

One of the lessons that has been learned from case law is how often plan sponsors – even large employers – are ignorant of the duties they owe to the retirement plans they sponsor. Similarly, case law often demonstrates that the activities of attentive service providers can keep the plans and the clients on the right paths. Join Ilene for a discussion of these war stories and how both TPAs and Financial Advisors can put on their superhero capes and come between the plan and disaster.