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

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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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Fiduciary Pitfalls

When
03 Nov 2026
5:30 PM - 8:30 PM
Location
Cafe Aldo Lamberti, 2011 Marlton Pike W, Cherry Hill Township, NJ 08002

Registration

Members (bring a guest for free) – $35.00
NonMember Registration – $50.00
Sponsor

Join us for an evening of learning and networking. First, we will spend an hour with PCS Retirement updating us on plan terminations. This program has been submitted for 1 ASPPA and 1 JBEA credit.

There will be time for questions and answers before dinner.

Fiduciary Pitfalls

ASPPA Members play an important role in helping plan sponsors navigate compliance requirements, correction issues, and fiduciary responsibilities. This session explores often-overlooked areas of fiduciary risk for both plan sponsors and TPAs and discusses practical governance and due diligence strategies designed to help mitigate those risks.

By the end of this session, participants will be able to:

· Identify less-obvious areas of fiduciary risk that may affect plan sponsors.

· Recognize potential areas of risk for TPAs when supporting retirement plan clients.

· Understand how effective plan governance practices can help plan sponsors fulfill their fiduciary responsibilities.

· Explore due diligence practices TPAs can incorporate into their processes to help identify and mitigate potential risks.

Here is the schedule for the evening:

5:30 p.m. Arrival and networking

6:30 p.m. Welcome

7:10 p.m. Q&A

7:15 p.m. Dinner

8:00 p.m. Conclusion