ASPPA Winter Symposium 2024 | American Society of Pension Professionals & Actuaries (ASPPA) | 8 December 2024 | Online
Venue
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| Event Date |
Mon Dec 9 UTC - Tue Dec 10 UTC (5 days ago)
In your timezone (EST): Sun Dec 8 7:00pm - Mon Dec 9 7:00pm |
| Location | Online |
| Region | All |
Details
This 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
2024 Speakers
Kelsey Mayo
Director of Regulatory Affairs, American Retirement Association
David Schultz
Attorney, FIS
J.J. McKinney, CPC, QPA, QKA, ERPA
Director of Sales, EGPS, Inc.
Julie Altig, QPA, CPC
Owner/Partner, Atlantic Pension Services, Inc.
Lynn Young, EA, FSEA
Partner/Consulting Actuary, Pinnacle Plan Design, LLC
Kizzy Gaul, J.D., CPC, QPA, QKA, TGPC
Director, Benefits Advisory and Compliance, WTW
Theresa Conti, APR, QKA, ERPA, CPFA
Senior Consultant, July Business Services
Heather Bader
Partner, Faegre Drinker Biddle & Reath, LLP
Robert Richter, J.D., LL.M.
Retirement Education Counsel, American Retirement Association