Joint Meeting with NAIFA and PEBA
The panel of speakers consisting of a diverse group of pension industry practitioners representing the investment, TPA, legal and accounting professions, will discuss the following topics:
- How the various professionals interact and support one another in the qualified plan marketplace.
- Why the DOL's new fee disclosure regulations may be a "game changer."
- Examples of fiduciary "best practices" for plan sponsors and service providers.
- Traps for uninformed advisors.
- Suggested strategies for advisors who work with qualified plans only occasionally.
- What is "benchmarking" and how is it likely to impact your business?
Panelists:
Moderator: Jason Grantz, Institutional Consultant, Unified Trust Company
- Timothy J. Dougherty, Financial Services Professional, Windsor Financial Group
- Kevin Falcone, Principal and Executive Vice President, N.A. Falcone & Associates, Inc.
- Gary Kleinschmidt, Head of Retirement DCIO, Legg Mason
- Melissa Kurtzman, Shareholder, Littler Mendelson, P.C.
- Ken Marblestone, Partner, The MandMarblestone Group, LLC
- William Walsh, Retirement Regional Sales Director, Prudential
Time:
Registration: 4:00 pm
Program: 4:30 - 6:00 pm
Reception: 6:00 - 7:30 pm
Location:
Philadelphia Country Club
1601 Spring Mill Road
Gladwyne, PA
Cost:
$25 NAIFA, ABC and PEBA Members
$35 Nonmembers
Questions? Email maureen@asppa-grphila.org or call (215) 393-3144
Speakers
