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.

10 Fiduciary Best Practices

  • 10 Nov 2021
  • 11:30 AM - 2:00 PM
  • Pyramid Club, 1735 Market St 52nd Floor, Philadelphia, PA 19103
  • 20

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Join us as we return to in person meetings. Melissa Kurtzman of Littler Mendelson will review 10 Best Fiduciary Practices, including:

  1. Setting up the committee
  2. Charter/ Governance
  3. Meetings, Minutes and Attachments
  4. Record keeper/TPA Involvement
  5. Investment Policy
  6. Independent Investment Advisor
  7. RFP, RFP, RFP
  8. Fiduciary Insurance
  9. Training
  10. Disclosures/Audited Financials

Approved for 2.8 ASPPA, JBEA-Non Core and 2 ERPA credits.

11:30 a.m. Check in/Welcome

11:40 a.m. Presentation

12:50 - 2:00 p.m. Lunch

About our speaker:

Melissa B. Kurtzman | Littler Mendelson P.C.

Melissa B. Kurtzman focuses her practice on representing management in a variety of employee benefits matters, including the design and implementation of qualified and non-qualified retirement plans and welfare and fringe benefit programs, employee benefits tax matters and employee benefits in mergers and acquisitions. She also provides advice on: 
  • Employee benefit plan administration 
  • Reporting and disclosure obligations 
  • Fiduciary responsibilities
  • Internal Revenue Service and Department of Labor correction programs 
  • Contingent workforce issues  The efficient design of retirement and welfare plans


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