ASPPA Winter Symposium 2023 | American Society of Pension Professionals & Actuaries (ASPPA) | 3 December 2023 | Webinar
Venue
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| Event Date |
Mon Dec 4 UTC - Tue Dec 5 UTC (about 1 year ago)
In your timezone (EST): Sun Dec 3 7:00pm - Mon Dec 4 7:00pm |
| Location | Webinar |
| Region | All |
Details
The event offers in-depth, technical education for retirement plan professionals who provide consulting services for clients and prospects. It takes a deep dive into the application and implementation of ERISA rules, covering topics such as plan design, distribution planning, tax incentives, and the latest guidance from IRS and DOL. Topics are consultative in nature. The Ask the Experts session provides an opportunity for attendees to ask and engage in the industry’s most pressing questions.
Speakers
2023 Speakers
Megan Crawford
Director of Marketing and Sales Director of Marketing and Sales, Williams Benefit Consulting, LLC
Shannon Edwards
President, TriStar Pension Consulting
Bob Kaplan
Director of Technical Education, American Retirement Association
Kelsey Mayo
Director of Regulatory Affairs, American Retirement Association
Robert Richter
Retirement Education Counsel, American Retirement Association
Claire Rowland
Associate, Morgan, Lewis & Bockius LLP
Lynn Young
Partner/Consulting Actuary, Pinnacle Plan Design, LLC
Sponsors & Partners
2023 Sponsors
• Actuarial Systems Corporation
• Sunny Day Fund
• WinTech