ASPPA Presents 2013 Mid-Atlantic Benefits Conference

| April 19, 2013 | 0 Comments


Event: The Mid-Atlantic Benefits Conference, sponsored by ASPPA, is a forum covering topics in retirement planning. The program includes an update on current legislative and regulatory initiatives, as well as guidance on issues in plan administration, compliance, and new practice trends. Sessions will also cover recent developments in fee disclosure and the state of tax reform.

Attendees are a diverse group of retirement plan professionals including accountants, actuaries, attorneys, plan administrators and Third Party Administrators (TPAs).

Journalists who cover personal finance, pensions or retirement will hear from industry experts and government representatives. View the brochure.

Dates: May 16 – 17, 2012 (Thursday – Friday)
Time: 8 am – 5 pm

Agenda Highlights:

  • A Frank Discussion with the Director of Employee Plans (Thursday, May 16)
    Monika A. Templeman, Internal Revenue Service, Baltimore, MD
    Charles M. Lax, APM, Maddin, Hauser, Wartell, Roth & Heller, P.C., Southfield, MI
    Michael J. Sanders, Internal Revenue Service, Philadelphia, PA
  • Department of Labor Update- Fee Disclosure and More (Friday, May 17)
    Alex Brucker, Brucker & Morra, APC, Los Angeles, CA
    Marc Machiz, Department of Labor, Philadelphia, PA
    Arthur Bachman, Blank Rome, LLP, Philadelphia, PA
  • Ethics: Its Application to the Retirement Profession (Friday, May 17)
    Charles J. Klose, FSPA, CPC, The Vanguard Group, Valley Forge, PA
    Miriam G. Matrangola, Atlantic Pension Services, Inc., Kennett Square, PA
  • Defined Benefits Ask the Expert Session (Friday, May 17)
    Kevin J. Donovan, MSPA, Pinnacle Plan Design, LLC, Tucson, AZ  

    Thomas J. Finnegan, MSPA, CPC, QPA, The Savitz Organization, Inc., Philadelphia, PA
    Carolyn Zimmerman, Internal Revenue Service, Pittsburgh, PA
    Leigh E. DeYoung, CPC, QPA, QKA, Atlantic Pension Services, Inc., Kennett Square, PA

Doubletree Center City
237 South Broad Street| Philadelphia, PA
Tel: 215.893.1600

RSVP: Media interested in attending the Mid-Atlantic Benefits Conference should contact Melinda Semadeni, Director of Media Relations, at [email protected] or 703.516.9300 or register online here. For more information, view the brochure or website.


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