ASPPA Benefits Council of Greater Philadelphia is a local chapter of ASPPA, the American Society of Pension Professionals and Actuaries.

The mission of the ASPPA Benefits Council of Greater Philadelphia is to provide affordable, local educational and networking events for our members. With the help of our corporate sponsors and direct affiliation with ASPPA National, we attract speakers who are industry specialists to help keep our members informed about current developments impacting employer-sponsored retirement plans. Our networking events enable members to interact with one another and our corporate sponsors in a professional but relaxed environment. We have a diverse membership base consisting of retirement plan professionals in all plan administration roles including: Third Party Administrators, ERISA attorneys, CPAs, actuaries, investment advisors, wholesalers, and others.

Breakfast Seminar with Jim Kais, Transamerica

  • 22 Mar 2017
  • 7:30 AM - 10:00 AM
  • Sky Philadelphia, 1717 Arch Street, 51st Floor West

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SEMINAR DESCRIPTION

Asset pooling: A new era for retirement plans:  MEPs, PEPs and Exchanges

Explore various forms of asset pooling with Retirement Plans across multiple channels.   Additional focus and discussion on administrative outsourcing under 3(16) along with other best practices for growth, risk mitigation and retirement readiness.

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ABOUT OUR SPEAKER

Jim Kais, Managing Director, Retirement Practice, Transamerica


Jim Kais serves as Senior Vice President and National Practice Leader, Special Markets for Transamerica Retirement Solutions. Mr. Kais leads the firm's sales, strategy and client development effort in the Multiple Employer Plan (MEP),Taft-Hartley, Davis-Bacon/Prevailing Wage, and affinity markets. He directs and manages a team of nine senior sales vice presidents, directors and specialists.

With nearly 20 years of retirement services experience, he possesses exceptional working knowledge of the PEO (Professional Employer Organization) business and operating models. During his time working in the PEO industry, he worked on projects relating to HR Shared Services (outsourcing), business continuation planning, nonqualified deferred compensation plans, executive bonus plans, and various health and welfare arrangements.


CONTINUING EDUCATION  

ASPPA: 2 hours

EA: 2 hours  (2 non-core)

ERPA: 2 hours

PACLE:  2 hours

NJCLE:  2 hours

PA Accounting: 2 hours 

NJ Accounting: 2 hours

* The actual number of credit hours will be determined based on the actual session content and will be indicated on your CE certificate.


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