ASPPA Hosts 2010 Annual Conference

Melinda | September 28, 2010 | 0 Comments


The American Society of Pension Professionals & Actuaries (ASPPA) hosts its 44th annual conference—where more than 1,500 retirement plan professionals will engage with government officials and their colleagues on retirement issues including— fiduciary status, the new SEC cap on 12 b-1 fees, EFAST2 issues, pending cash balance regulations, and adoption of new DOL 408(b)(2) fee disclosure regulations.

Journalists who cover personal finance, investing, or retirement issues will hear from government officials from the U.S. Departments of Labor and Treasury (IRS), Pension Guaranty Benefit Corporation (PGBC), practitioners from ASPPA, and other industry experts during the four day conference.

Attendees include accountants, actuaries, attorneys, and investment professionals, third party administrators (TPAs) and other retirement plan professionals. ASPPA’s annual includes an exhibit hall with more than 50 vendor displays. Click here for an agenda.

Sunday October 17 – Wednesday October 20, 2010


Washington Update (October 17)
Brian H. Graff, Executive Director/CEO ASPPA, Arlington, VA

Findings from Third-Party Administrators (TPA) Owner Survey (October 17)
Merl Baker, Brightwork Partners, Stamford, CT

Keynote—“The Political Argument Today” (October 18)
George F. Will, Journalist and Author

Ongoing Litigation about Fees, Expenses and Revenue Sharing (October 18)
C. Frederick Reish, Esq., APM, Reish & Reicher, Los Angeles, CA

Governmental Update (October 19)
Phyllis C. Borzi, Assistant Secretary, U.S. Department of Labor, Washington, DC
Brian H. Graff, Executive Director/CEO ASPPA, Arlington, VA
Joshua Gotbaum, Pension Benefit Guaranty Corporation (PBGC), Washington, DC
J. Mark Iwry, U.S. Department of Treasury, Washington, DC
Michael Julianelle, U.S. Internal Revenue Service (IRS), Washington, DC

IRS Q&A Session for Defined Benefit & Defined Contribution Plans (October 20)
Defined Benefit Plans
Thomas J. Finnegan, The Savitz Organization, Inc., Philadelphia, PA
Linda Marshall, Internal Revenue Service, Washington, DC
Harlan Weller, Department of Treasury, Washington, DC

Defined Contribution Plans
William K. Bortz, Department of Treasury, Washington, DC
Ilene H. Ferenczy, The Law Offices of Ilene H. Ferenczy, LLC, Atlanta, GA
Craig P. Hoffman, General Counsel, ASPPA, Arlington, VA
Donald J. Kieffer, Jr., Internal Revenue Service TE/GE, Mountainside, NJ
Rhonda Migdail, Internal Revenue Service, Washington, DC
Sal L. Tripodi, TRI Pension Services, Highlands Ranch, CO

Gaylord National Resort & Convention Center (Metro Washington DC)
201 Waterfront Street National Harbor, MD 20745 (301) 965-2000

Media interested in attending the ASPPA Annual Conference should contact Melinda Semadeni, director of media relations, [email protected]  for registration. For more information, visit


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