ASPPA Holds 45th Annual Conference at National Harbor
MEDIA ADVISORY
Event: The American Society of Pension Professionals & Actuaries (ASPPA) hosts its 45th annual conference—where more than 1,500 retirement plan professionals engage with government officials and their colleagues on retirement issues including— tax reform, fee disclosure, fiduciary status, electronic disclosure and implementation of new DOL participant fee disclosure regulations.
Journalists who cover personal finance, investing, or retirement issues will hear from government officials from the U.S. Departments of Labor (DOL) 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 60 vendor displays. Click here for an agenda.
Date: Sunday October 23 – Wednesday October 26, 2011
Agenda Highlights:
• Washington Update (Sunday October 23)
Brian H. Graff, Executive Director/CEO ASPPA, Arlington, VA
Craig P. Hoffman, General Counsel, ASPPA, Arlington, VA
Judy A. Miller, Chief of Actuarial Issues/Director of Retirement Policy, ASPPA, Arlington, VA
• Multiple Employer Plans or MEPS (Monday October 24)
Adam Pozek, DWC ERISA Consultants, LLC, Essex, MA
Robert J. Toth, Jr., Law Office of Robert J. Toth, Jr., Fort Wayne, IN
• Keynote— Savings, Solvency and the American Promise (Monday October 24)
Robert L. Reynolds, CEO, Putnam Investments, Boston, MA
• When is An Advisor a Fiduciary? (Monday October 24)
C. Frederick Reish, Drinker, Biddle & Reath, LLP, Los Angeles, CA
• Governmental Update (Tuesday October 25)
Phyllis C. Borzi, Assistant Secretary, U.S. Department of Labor (DOL), Washington, DC
Joshua Gotbaum, Pension Benefit Guaranty Corporation (PBGC), Washington, DC
Joseph H. Grant, U.S. Internal Revenue Service (IRS), Washington, DC
Brian H. Graff, Executive Director/CEO ASPPA, Arlington, VA
Mark Iwry, U.S. Department of Treasury, Washington, DC
• Participant Fee Disclosure – Ready or Not, Here It Comes (Tuesday October 25)
Craig P. Hoffman, General Counsel, ASPPA, Arlington, VA
Joshua E. Meltzer, Sentinel Benefits & Financial Group, Reading, MA
• Electronic Communication Rules for the DOL, IRS, PBGC & SEC (Wednesday October 26)
Susan P. Serota, Pillsbury Winthrop Shaw Pittman LLP, New York, NY
Janet Song, US Department of Labor (DOL), Washington, DC
• IRS Q&A Session for Defined Contribution Plans (Wednesday October 26)
William K. Bortz, Department of Treasury, Washington, DC (invited)
Ilene H. Ferenczy, The Law Offices of Ilene H. Ferenczy, LLC, Atlanta, GA
Donald J. Keiffer, Internal Revenue Service, Mountainside, NJ
Rhonda Midgail, Internal Revenue Service, Washington, DC
Robert M. Richter, SunGard, Jacksonville, FL
Sal L. Tripodi, TRI Pension Services, Denver, CO
Location:
Gaylord National Resort & Convention Center (Metro Washington DC)
201 Waterfront Street National Harbor, MD 20745 (301) 965-2000
RSVP: Media interested in attending the ASPPA Annual Conference should contact Melinda Semadeni, director of media relations, msemadeni@asppa.org for registration. For more information—visit www.asppa.org/annual.
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About ASPPA: The American Society of Pension Professionals & Actuaries (ASPPA) is a national organization of more than 7,500 retirement plan and benefits professionals and serves as the educator, voice, and advocate for the employer-based retirement system. ASPPA members are administrators, actuaries, advisors, attorneys, accountants, and other financial services professionals who provide consulting and administrative services for qualified retirement plans. ASPPA is based in Arlington, Va., with 17 regional ASPPA benefits councils (ABCs) that provide opportunities for retirement plan employee benefits professionals to participate in ASPPA activities in their local communities.
Category: Events
