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.

2026 Board of Directors

2026 Steering Committee Members

President
Maria Hurd
Belfint, Lyons & Shuman, P.A.
Phone: 302-225-0600
Fax: 302-225-0625
E-mail: Maria Hurd

Secretary
Beth Davies, AIF®, CPC
Email: bdavies1210@gmail.com

Treasurer
Tyler Starr
Belfint, Lyons & Shuman, P.A.
Phone: 302-225-0600
E-mail: Tyler Starr

ASPPA Liaison
Jay Washington CEBS® RICP®
Phone: 724-513-6819
Email: jay.washingtoncebs@gmail.com

Julie Altig, QPA, QKA, ERPA
Atlantic Pension Services, Inc.
Direct: 610-925-5554 extension 105
E-mail: Julie Altig

John Bonewicz, Esq.
Partner
MandMarblestone Group
Email: John Bonewicz

Chris Ciminera
Belfint, Lyons & Shuman, P.A.
Phone: 302-225-0600
E-mail: Chris Ciminera

Andrew Dugery, CRPS®, AIF®
Wealth Advisory Group, Inc.
Phone: 800.332.5465
E-mail: Andrew Dugery

Caitlin Ege
Relationship Manager
HFM Investment Advisors
Email: Cailtin Ege

Peter Gulia
Fiduciary Guidance Counsel
Phone: 215-732-1552
E-mail: Peter Gulia 

Robert S. Kaplan, Esq., QPA, QKA
McCarter & English, LLP
Phone: 215.979.3844    
E-mail: RKaplan@mccarter.com

Nicole Offerman, AIF®, QKA®, CPFATM 
RTD Financial Advisors, Inc.
Phone: (215)557-3800
Email: nofferman@rtdfinancial.com

Paul Protos
Principal
ATR, Inc.
Phone: 610-994-7442
E-mail: pprotos@atrlink.com

Vanessa A. Rhoades
Kreischer Miller
Phone: 215-734-0534
E-mail:vrhoades@kmco.com

Christine Russell
TD Ameritrade
Phone:
E-mail: Christine Russell

Jeanne Schanzenbach, QPA, CPC, ERPA
Limestone Pension Associates, L.L.C.
Phonel: 302.472.3961
E-mail: Jeanne Schanzenbach

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