Events

Upcoming events

    • 23 Sep 2020
    • 12:00 PM - 1:00 PM (EDT)
    • VIA ZOOM https://us02web.zoom.us/j/84588114383
    Register

    As an encore to last year’s Ethical Survivor presentation, Rob Kaplan and Peter Gulia will bring back reality television with this highly interactive session.  Modeled after television’s The Masked Singer, masked retirement plan experts will respond to not-so-hypothetical ethical scenarios, leaving the audience guessing on the identity of the experts and thinking about ethical reasoning.  Rules covered include the ARA Code of Professional Conduct, the IRS’s Circular 230, and rules for actuaries, accountants, attorneys, and financial planners and analysts.

    One hour continuing education credits approved - ASPPA, JBEA (Ethics Core), ERPA, PACLE, NJCLE and CFP


    • 21 Oct 2020
    • 12:00 PM - 2:00 PM (EDT)
    • VIA ZOOM - https://us02web.zoom.us/j/84767799710
    Register

    2020 has been a very strange year in so many ways.  The Pandemic has had a dramatic impact on the business community, primarily small businesses, though many large firms have also failed or have at least declared bankruptcy.  All these economic changes have had an impact on retirement plans.  Click here for more.

    Join the discussion on what your clients’ plans may look like after Covid 19. 

    This meeting has been approved for 2 ASPPA, 2 ERPA and 2 JBEA NON CORE credits.

    About our speaker:

    Richard A. Hochman, JD, APM. Actuarial Systems Corporation

    A longtime member of the American Society of Pension Professionals and Actuaries (ASPPA) Rich was President in 2017.  He was honored with ASPPA’s Educator of the Year Award in 2012 and received ASPPA’s highest honor the Harry Eidson Founder’s Award in 2019.  He is among a select group of ASPPA visionaries who has received both Awards.

    A frequent speaker at numerous pension industry forums, Rich has been active with ASPPA’s Government Affairs Committee.  He spearheaded industry efforts to both make cash balance arrangements part of the pre-approve document program and including “Actual Rate of Return” Interest Credits in the PPA restatement cycle.  He led an industry Taskforce which was instrumental in bringing about the streamlining and updating of the Pre-Approved Document Program as reflected in Revenue Procedure 2017-41.

    A named principal of the McKay Hochman Co., Inc. for nearly three decades, Rich is currently the Director, Retirement Plan Consulting Services at Actuarial Systems Corporation (ASC). At ASC, he is a member of a team of acknowledged retirement industry experts providing best practice solutions on the wide range of administrative and operational issues that confront industry practitioners as they provide qualified retirement plan services.  

Past events

12 Aug 2020 Virtual Event: Members Only Roundtable - Ask the Experts
16 Jul 2020 Are you ready for Default Electronic Disclosure?
24 Mar 2020 POSTPONING: ASPPA Update and Flyers Game
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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