Upcoming events

    • 26 Jun 2024
    • 4:00 PM - 7:00 PM
    • Independence Seaport Museum, 211 S Christopher Columbus Blvd, Philadelphia, PA 19106

    Cybersecurity & Artificial Intelligence has emerged as critical topics for financial services firms for several reasons.

    First is the paramount obligation to protect client data from falling into the wrong hands, but others include regulatory compliance, protecting a firm’s good reputation, and avoiding the costs of damage repair.

    Join us to better understand not only the key threats facing your firm right now, but also the most common and actionable Best practices & necessary fraud prevention and client protection measures.

    Trish McGinity, Head of Cybersecurity Communications for Empower, educates TPAs & financial professionals nationwide on cybersecurity and technology.

    She’ll also describe Empower’s approach to these issues, include some unique protection measures and impacts associated with Artificial Intelligence.

    Don’t miss out on this important information and the roadmap it provides for improving your firm’s security protocols now.

    About our Speaker:

    Trish McGinity, CISSP, CCSK Head of Cybersecurity Communications Trish McGinity is Head of Cybersecurity Communications for Empower. In her role, she delivers high-level security and technology presentations on the Empower cybersecurity program and related technology advancements to prospective, new and existing clients as well as Empower associates, including members of the executive leadership team. Trish joined Empower in 2020 and has 22 years of cybersecurity experience. Trish holds a bachelor’s degree from Miami University. She currently maintains the Certified Information Systems Security Professional (CISSP) designation and the Certificate of Cloud Security Knowledge (CCSK) from the Cloud Security Alliance.

    • 31 Jul 2024
    • 5:30 PM - 7:30 PM
    • Puttshack, 1625 Chestnut Street, Philadelphia
    • 37

    Join us for  indoor mini golf, local beer and drinks, and delicious food.

    • 21 Aug 2024
    • 4:00 PM - 7:00 PM
    • Iron Hill Brewery, 710 Justison Street Wilmington, DE

    Plan Sponsor / Consultant Surveys

    Survey says…In the past year, the Capital Group took the pulse of the retirement landscape to gain insights on what was top of mind for some of the largest plan sponsors and consultants in the US. The survey included key issues in Defined Contribution including plan design, investment structure, retirement income and trending topics such as DEI, ESG and understanding plan demographics. Additionally, primary issues surrounding pensions such as capital market assumptions, plan health, pension risk transfer were also explored. A key take away from the survey also included how plan sponsors and consultants were prioritizing their time into the future.

    John Doyle | Capital GroupAbout our Speaker:

    John Doyle is a senior retirement strategist at Capital Group, home of American Funds. He has 37 years of investment industry experience and has been with Capital Group for 10 years. Prior to joining Capital, John was a senior consultant with The BridgePoint Group, where he developed retirement plan product and service strategies. He also was executive vice president and chief marketing officer for Hartford Investment Management Company. Before that, he worked as head of marketing and product at T. Rowe Price Retirement Plan Services and as a vice president of marketing at Fidelity Investments. He holds an MBA from the F.W. Olin Graduate School of Business at Babson College and a bachelor’s degree in economics from Georgetown University. John is based in Baltimore.

    • 07 Nov 2024
    • 12:00 PM - 1:00 PM
    • VIA ZOOM

    In this presentation, we delve into the compelling reasons why organizations should consider embracing Pooled Employer Plans (PEPs). With the retirement landscape evolving rapidly, PEPs offer a strategic approach to retirement savings and investment management. We'll explore how PEPs provide enhanced efficiency, reduced administrative burden, cost savings, improved fiduciary oversight, and access to a broader range of investment options. Additionally, we'll discuss how PEPs promote retirement readiness and financial wellness for employees while offering employers a competitive edge in attracting and retaining top talent. Join us as we unpack the advantages and considerations of embracing Pooled Employer Plans.

    About our Speaker:

    Kate Whitmore is the Vice President of Business Development, Pooled Plans at Ascensus, where she spearheads initiatives to expand pooled retirement plans by collaborating with advisors to drive adoption of existing programs and forge new partnerships. With 19 years of financial services expertise, Kate has cultivated a network of trusted alliances with numerous advisory and consulting firms.

    She holds a Bachelor of Business Administration degree from Ithaca College. Outside of her professional endeavors, Kate resides in East Grand Rapids, MI, with her husband Ryan, and their children Lucas and Hayden.

    • 04 Dec 2024
    • 6:00 PM - 8:00 PM
    • Yards Brewery, 500 Spring Garden St, Philadelphia, PA 19123

    Join us for our annual members and sponsors only reception.

    This event is free to members and includes a cocktail reception with one complimentary drink ticket followed by a cash bar with hors d'oeuvres.


    Corporate members receive three complimentary member tickets with their membership.

    This is a Members and Member-Guests Only event.  SPACE IS LIMITED.

Past events

01 May 2024 Next Wave of Advice - Breakfast Meeting
06 Mar 2024 Sixers vs. Grizzlies Game
28 Feb 2024 Virtual Roundtable: Developing an Engaging Internship Program
25 Jan 2024 Boundaries and Business
18 Jan 2024 Members and Sponsors Only Appreciation Dinner
06 Dec 2023 Holiday Social and Networking Event
15 Nov 2023 Ethics Session
21 Sep 2023 Members Only Roundtable 2023 Part 2 - Ask the Experts
17 Aug 2023 Summer Social
20 Jul 2023 SECURE 2.0 – Terminated Participant Options and Best Practices
15 Jun 2023 SECURE 2.0 Act of 2022: Selling Opportunities for Financial Professionals and TPAs
10 May 2023 Spring Social
27 Apr 2023 Members Only Roundtable 2023 - Ask the Experts
29 Mar 2023 Sixers vs. Mavericks Game
09 Feb 2023 LinkedIn 3.0 – “Next Level” Training How to Convert Leads into Meetings using LinkedIn
18 Jan 2023 Members and Sponsors Only Appreciation Dinner
12 Jan 2023 How to Value Inclusive Language
30 Nov 2022 Holiday Social and Networking Event
09 Nov 2022 1/2 Day Seminar
09 Sep 2022 “Under” Covered – The Coverage Gap, Efforts & Opportunities to Close It
10 Aug 2022 Summer Social
09 Jun 2022 Trends in Cybersecurity and Sales
04 May 2022 ASPPA Spring National 2022
03 May 2022 ASPPA Spring Social
14 Apr 2022 Stop, Ask, Explore - Learn to Navigate Change in Times of Uncertainty
03 Mar 2022 ASPPA ABC of Philadelphia at the Flyers Game
10 Feb 2022 Members Only Roundtable 2022 - Ask the Experts
19 Jan 2022 Members and Sponsors Only Appreciation Dinner
01 Dec 2021 Holiday Social and Networking Event
18 Nov 2021 Members and Sponsors Only Appreciation Dinner 2022
10 Nov 2021 10 Fiduciary Best Practices
07 Oct 2021 Fall Social
12 Aug 2021 Lifetime Income Impact of the SECURE Act
17 Jun 2021 Members Only Roundtable 2021 - Ask the Experts
13 May 2021 Industry Update, Business Development & Retention and Participant Advice
15 Apr 2021 Leading from Your Laptop
11 Mar 2021 Creating a Cybersecurity Awareness Culture for your Organization
11 Feb 2021 Word of Mouth Influence (WOMI)
14 Jan 2021 Understanding Audits
03 Dec 2020 Virtual Event - Best Interest Standard of Care for Advisors and DOL Final Rule on ESG Funds
21 Oct 2020 Virtual Event with Rich Hochman
23 Sep 2020 ASPPA ABC of Philadelphia Virtual Event: A Not So Typical Ethics Session
12 Aug 2020 Virtual Event: Members Only Roundtable - Ask the Experts
16 Jul 2020 Are you ready for Default Electronic Disclosure?
20 Feb 2020 Members Only Roundtable 2020 - Ask the Experts
29 Jan 2020 Members and Sponsors Only Appreciation Dinner 2020
04 Dec 2019 Holiday Social and Networking Event
26 Sep 2019 Breakfast Seminar - Ethics
13 Jun 2019 1/2 Day Seminar
09 May 2019 Eastern Benefits Conference
27 Mar 2019 Retirement Industry Career Forum
20 Mar 2019 Bowling Social
22 Feb 2019 Members Only Roundtable 2019 - Ask the Experts
17 Jan 2019 Members and Sponsors Only Appreciation Dinner 2019
28 Nov 2018 Holiday Social and Networking Event
15 Nov 2018 1/2 Day Seminar
20 Sep 2018 Lunch Seminar - Ethics Survivor
06 Jun 2018 Summer Social
09 May 2018 Members Only Roundtable 2018
26 Apr 2018 Eastern Benefits Conference
04 Apr 2018 Breakfast Seminar: Investment and Future Planning for Retirement
28 Mar 2018 Retirement Industry Career Forum
18 Jan 2018 Members and Sponsors Only Appreciation Dinner 2018
07 Dec 2017 Holiday Social and Networking Event
17 Nov 2017 Webcast: Ethics with Lauren Bloom
02 Nov 2017 Members Only Live Stream Event
28 Sep 2017 Breakfast Seminar: IRS Compliance
15 Jun 2017 Lunch Seminar with David N. Levine, Groom Law Group
27 Apr 2017 Philadelphia Regional Conference
06 Apr 2017 Members and Sponsors Only Networking Event
22 Mar 2017 Breakfast Seminar with Jim Kais, Transamerica
16 Feb 2017 Members Only Roundtable 2017
19 Jan 2017 Members and Sponsors Only Appreciation Dinner 2017
14 Dec 2016 Holiday Social andNetworking Event
17 Nov 2016 1/2 Day Meeting
09 Sep 2016 Ethics - Lauren Bloom
16 Jun 2016 1/2 Day Seminar with Sal Tripodi
19 May 2016 Philadelphia Regional Conference
27 Apr 2016 Spring Social
16 Mar 2016 Cybersecurity - Steven Caponi
18 Feb 2016 Members Only Roundtable 2016
21 Jan 2016 Members and Sponsors Only Appreciation Dinner 2016
03 Dec 2015 Members and Sponsors Only Networking Event
13 Nov 2015 Retirement Plan Hot Topics - Bob Toth
17 Sep 2015 Ethics Lunch
03 Jun 2015 Members Only Networking Event
19 Mar 2015 1/2 Day Program - EPCRS
26 Feb 2015 Members Only Roundtable
15 Jan 2015 Members Only Dinner
04 Dec 2014 1st Annual Joint ABC, FPA & PEBA Networking Event at Xfinity Live!
19 Nov 2014 Lunch Meeting - Regulatory Update with Craig Hoffman
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