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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Unlocking Business Owner Priorities: Insights, Trends, and Retirement Solutions Beyond the 401(k)

When
29 Apr 2026
4:30 PM - 7:00 PM
Location
Maggiano's Little Italy,160 N Gulph Rd Suite 205, King of Prussia, PA 19406

Registration

Members – $35.00
NonMember Registration – $50.00
Sponsor

Join us for an evening of learning and networking. We encourage you to bring a guest for free to introduce them to the benefits of membership.

There will be time for questions and answers before dinner.

Here is the schedule for the evening:

4:30 p.m. Arrival and networking

5:30 p.m. Welcome and Speaker

Unlocking Business Owner Priorities: Insights, Trends, and Retirement Solutions Beyond the 401(k)

Join us for an insightful discussion focused on today’s business owner priorities and emerging trends. We’ll explore how business owners are thinking beyond the traditional 401(k) and examine retirement plan solutions that are resonating right now. Through practical insights and real-world perspectives, we’ll discuss strategies that align with broader business and personal goals, including flexibility, tax efficiency, and long-term planning.

This program has been approved for 1 ASPPA and 1 non-core JBEA credit.

6:10 p.m. Q&A

6:15 p.m. Dinner

7:00 p.m. Conclusion

About our speakers:

Autumn Katzenmoyer

As a Director of Retirement Sales with Principal ® , I provide investment, plan design, and education services to financial professionals and plan administrative consultants in Central and Northeast Pennsylvania My expertise includes working with corporate and tax - exempt organizations. From pre -sale to point of sale, I can provide input on design of retirement programs, including 401(k), 403(b), 457, defined benefit, employee stock ownership and non qualified plans.

Joe Tabella

As a Director of Retirement Sales with Principal ® , I provide investment, plan design, and education services to financial professionals and plan administrative consultants in Southern Jersey and Greater Philadelphia area. My expertise includes working with corporate and tax - exempt organizations. From pre -sale to point of sale, I can provide input on design of retirement programs, including 401(k), 403(b), 457, defined benefit, employee stock ownership and non qualified plans.