ASPPA Benefits Council of Greater Philadelphia is a local chapter of ASPPA, the American Society of Pension Professionals and Actuaries.

The mission of the ASPPA Benefits Council of Greater Philadelphia is to provide affordable, local educational and networking events for our members. With the help of our corporate sponsors and direct affiliation with ASPPA National, we attract speakers who are industry specialists to help keep our members informed about current developments impacting employer-sponsored retirement plans. Our networking events enable members to interact with one another and our corporate sponsors in a professional but relaxed environment. We have a diverse membership base consisting of retirement plan professionals in all plan administration roles including: Third Party Administrators, ERISA attorneys, CPAs, actuaries, investment advisors, wholesalers, and others.

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Small Business Retirement Plan Considerations

When
12 Nov 2025
5:30 PM - 8:00 PM
Location
Panorama Restaurant & Wine Bar 14 N Front St, Philadelphia (Wine Cellar)

Registration

Member – $45.00
Nonmember – $65.00
Sponsor

Join us for an evening of learning and networking. First, we will spend an hour with ERISA attorney, George Shein updating us on:

The Influence of States on the Retirement Planning Business
Tri-State Area State Mandates
Employer Tax Credits

There will be time for questions and answers before dinner. This program has been approved for 1 ASPPA and 1 JBEA credit.

Here is the schedule for the evening:

5:30 p.m. Arrival and Networking

6:30 p.m. Welcome, Presentation and First Course

7:10 p.m. Q&A

7:15 p.m. Dinner Course

8:00 p.m. Conclusion

About our Speaker:

George Schein, JD, advised both for-profit and not-for-profit employers as an employee benefits attorney in private practice for over a decade before joining Nationwide Financial in 2018. His work in the Advanced Consulting Group focuses on providing technical expertise and education to advisors and plan sponsors as it relates to qualified retirement plans and welfare benefit plans. He also partners with employers and their third-party vendors to evaluate current plan offerings and/or identify alternative solutions to ensure that the employer’s objectives are being met and that employees have opportunities to plan for and live in retirement. George graduated from Miami University summa cum laude with a dual Bachelor of Arts in International Studies and Diplomacy & Foreign Affairs and went on to earn his Juris Doctor from the University of Minnesota cum laude. George is admitted to the bar in Illinois and Ohio