Events

Upcoming events

    • 12 Aug 2021
    • 12:00 PM - 1:00 PM (EDT)
    • VIA ZOOM - https://us02web.zoom.us/j/83590044556
    • 42
    Register

    With a decades-long shift from guaranteed income for life defined benefit plans to defined contribution plans that typically provide a lump sum benefit, retirees are faced with difficulty managing retirement income.  Many retirees are not prepared to make investment decisions to guarantee their retirement savings will last their lifetime. To address this challenge, the SECURE Act

    • requires benefit statements disclose the “lifetime income stream equivalent of the total benefits accrued”
    • provides safe harbor protection for fiduciary selection of a “guaranteed lifetime income contract”
    • provides for “portability of lifetime income products”

    Join us as Chuck Rolph of Nationwide’s Advanced Consulting Group shares insight on how plan sponsors can provide lifetime income solutions to help participants be better prepared to invest for financial security in retirement.

    This meeting has been applied for 1 ASPPA, 1 ERPA and 1 JBEA NON CORE credits.

    About our speaker:

    Chuck works with financial advisors who specialize in retirement plans to help them: (i) prevent and solve problems related to their clients’ plans; and (ii) capitalize on opportunities found in the laws and regulations governing employee benefit plans. In working with his advisors on their clients’ problems and opportunities, Chuck blends planning, investment, and fiduciary elements to create a unique solution for each situation.

    Chuck started his financial services career in 1977 with a major life insurance company in Des Moines, Iowa. He joined Nationwide’s Advanced Consulting Group in 2010, where he supports the sales and service efforts of the retirement plans division. From his start until joining Nationwide, he spent eight years working as Vice President and General Counsel of an Indianapolis-based actuarial and employee benefits consulting firm, five years with an Indianapolis life insurance company, and 17 years as a practicing ERISA attorney in Indianapolis. During his 17 years as a private practice ERISA attorney in Indianapolis, Chuck was recognized in the publication Best Lawyers in America from 2005 - 2010 and was rated A-V (Preeminent) by the lawyer rating firm of MartindaleHubbell.

    He holds a Juris Doctor (JD) degree from the University of Nebraska and a Master of Science in Financial Services (MSFS) degree from The American College. Chuck actively maintains two professional designations: (i) Certified Financial Planner® (CFP®); and (ii) Accredited Investment Fiduciary® (AIF®).

    In his focus of helping financial advisors achieve greater success with their clients through the effective use of employee benefit plans, Chuck is inspired by the words of General Colin Powell: “Success is the result of perfection, hard work, learning from failure, loyalty, and persistence.” 

Past events

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?
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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