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ASPPA Annual Conference Highlights

Adam Pozek, ERPA, QPA, QKA, QPFC
Joshua Meltzer, ERPA, CPC, QPFC
Sentinel Benefits & Financial Group

Lawrence D. Silver, QKA
The Hartford

Time & Date:
Wednesday December 9, 2009
8:00 a.m. - 11 p.m.
(Provides 3 Credit Hours)
Breakfast, parking and materials included

WHERE:
Westin Waltham-Boston
70 Third Ave.
Waltham, MA 02451
Ph: 781.290.5600

Click Here for a registration form

Highlights of the ASPPA Annual Conference - Couldn’t make it to the ASPPA Annual Conference in National Harbor?  Come join us as we bring the highlights to you!  The roundtable will bring us up to date with the timely and important topics that were presented at the conference, including fee disclosure, compliance testing, plan design and notices, as they relate to DC (and a little DB) plans.
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Coming Soon....

Topic: Check back soon for next year’s schedule

Our complete schedule for this year....

PAST EVENTS:

Prohibited Transactions

Sheldon H. Smith, APM
Holme Roberts & Owens, LLP

Time & Date:
Thursday, October 22, 2009
8:00 a.m. - 12 p.m.
(Provides 4 Credit Hours)

=============================

ERISApalooza

Sal Tripodi, JD, LLM
Tri Pension Services

Time & Date:
Tuesday, September 29, 2009
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 4:30 am Presentation
(Provides 7.5 Credit Hours)
=============================

How to Fix a Broken Plan

David A. Guadagnoli, EsqMFS_Logo
Sullivan & Worcester LLP

Time & Date:
Thursday, May 14, 2009
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 10:00 am Presentation
(Provides 2 Credit Hours)
=============================

ERISA Litigation Update - An update from the front lines

Stephen Rosenberg, Esq
The McCormack Firm, LLC                                                                           

Time & Date:
Wednesday, January 14, 2009
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 10:00 am Presentation
(Provides 2 Credit Hours)

============================

Highlights of the ASPPA Annual Conference

Robert M. Kaplan, CPC, QPA, APAinglogo
ING                                                                                Sponsored By:

Time & Date:
Wednesday, November 19, 2008
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 11:00 am Presentation
(Provides 3 Credit Hours)

============================

DB Topics -
        Current Trends and Plan Administration

Ed Ryan, CFA
Diversified Investment Advisors         

Hal Tepfer, MSPA, EA

Time & Date:
Thursday, September 25, 2008
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 10:00 am Presentation
(Provides 2 Credit Hours)

============================

Employee Benefit Plans -
        A unique Audit Challange

 

Jerry A. Anderson, CPA
Tofias PC                                                                                Sponsor

Time & Date:
Tuesday, August 12, 2008
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 10:00 am Presentation
(Provides 2 Credit Hours)

============================

5500 Update and Plan Auditsoneamerica

Janice M. Wegesin, CPC, QPA
JMW Consulting, Inc, Petoskey, MI                                Sponsored By:

Time & Date:
Thursday, May 15, 2008
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 11:00 am Presentation
(Provides 3 Credit Hours)
=======================

Retirement Plan Industry UpdateGreatWest_logo1

Presented by Ilene H. Ferenczy, Esq., CPC     Sponsored By:
Law Offices of Ilene H. Ferenczy, LLC

Time & Date:
Tuesday, April 29, 2008
8:00 - 8:15 am Registration and Continental Breakfast
8:15 - 11:00 am Presentation
(Provides 3 Credit Hours)
============================

The Alphabet Soup of Automatic Enrollment

Presented by Adam Pozek, QKA, QPFC
Sentinel Benefits Group, Inc.

Time & Date:
Tuesday, March 25th, 2008
8:00 - 8:20 am Registration and Continental Breakfast
8:20 - 10:00 am Presentation
(Provides 2 Credit Hours)
============================

Plan Terminations: Case Studies and Real World Examples

Presented by David A. Guadagnoli, Esq.
Sullivan & Worcester LLP

Thursday, February 28th, 2008
8:00 - 10:00 am
(Provides 2 Credit Hours)

============================

ASPPA Annual Conference Highlights

Presented by Adam Pozek, QKA, QPFC,
Sentinel Benefits Group, Inc.
Thursday, November 29, 2007
8:15 a.m. - 11:00 a.m.

============================

Defined Benefit Plans

Presented by:
Hal Tepfer, MSA, EA, and
Scott Boulay, ASA, EA, MAAA

A presentation and then round-table discussion regarding DB Plans
============================

Full Day ERISA Workshop

Presented by Sal Tripodi,
President, Tri Pension Services
Wednesday, April 25, 2007 8:30 a.m-4:30 p.m
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