Upcoming events

    • 16 Jul 2020
    • 12:00 PM (EDT)
    • VIA ZOOM

    Are you ready for Default Electronic Disclosure?

    Many retirement plans require delivering as many as a dozen routine disclosure items in a year. Much of it still is done by printing and mailing the documents. For many years, retirement-services providers have wanted to make email and smartphone messages and website postings the normal way to furnish disclosures. But it was impractical or uneconomic for many retirement plans.

    A new rule allows furnishing routine disclosures electronically unless the participant has opted out. A retirement plan can furnish communications by posting them on a website or delivering them by email. To help get new expense savings, learn the details of the new Default Electronic Disclosure rule, which fiduciaries can rely on as soon as July 27.

    Here’s some of the many questions our webinar will answer:

    • Which retirement plans are covered?
    • Which communications may be furnished by electronic means?
    • Instead of a notice that a communication is available, may we just email the thing itself?
    • Which people can be put in the electronic regime?
    • May we assign an electronic address? Even to someone who won’t use it in her work?
    • Does the electronic regime continue with former employees?
    • What is a notice of internet availability?
    • Why is it useful? Can we do it for a whole year’s-worth of communications?
    • Are there rules for maintaining a plan’s website?
    • Can we charge an individual who asks for paper?
    • What do we do if there is a bounce-back on an electronic address?
    •  How do we get clients to do this the way we want to do it?

    Our educator is Peter Gulia, a lawyer with Fiduciary Guidance Counsel, who focuses on advising retirement plan fiduciaries, investment advisers, recordkeepers, and other retirement-services providers. Peter has over 35 years’ experience working for, and advising, retirement-services providers.

    One hour continuing education credits approved - ASPPA (noncore), JBEA, ERPA, PACLE, NJCLE

    • 24 Sep 2020
    • 12:00 PM - 1:00 PM (EDT)
    • VIA ZOOM

    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

Past events

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
Powered by Wild Apricot Membership Software