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.

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SECURE 2.0 – Terminated Participant Options and Best Practices

When
20 Jul 2023
11:00 AM - 12:00 PM
Location
VIA ZOOM

Registration

Member

Registration is closed

SECURE 2.0 – Terminated Participant Options and Best Practices

New options for Plan Sponsors:

Auto Portability – what is it and how it works (and doesn’t)
New thresholds for auto rollovers in 2024
Uncashed checks best practices
Missing participants

About our Speaker:

Chris Francis is responsible for business development of Millennium’s Retirement Services Solutions. He has over 23 years of experience and expertise in the retirement plan and payroll provider marketplace.

Prior to joining Millennium Trust, Chris was with Paychex, Inc. for 4 years. During that time, he provided retirement and full HCM solutions to mid and large sized businesses. Before Paychex, Mr. Francis was a vice president at Allianz Global Investors for 15 years preforming investment consulting including RIA consulting.

Chris holds a Bachelor’s of Arts degree from the State University of New York College at Geneseo. He is a Certified Behavioral Finance Analyst (CBFA). Chris has also obtained FINRA Series 7, 63, 65 licenses and the CISP designation from the American Bankers Association.