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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Let Inspira Financial Update You on Plan Terminations

When
20 Aug 2025
5:30 PM - 8:30 PM
Location
Cafe Aldo Lamberti, 2011 Marlton Pike W, Cherry Hill Township, NJ 08002

Registration

Members – $35.00
NonMember Registration – $50.00

Join us for an evening of learning and networking. First, we will spend an hour with Inspira updating us on plan terminations. This program has been approved for 1 ASPPA and 1 JBEA credit.

Here is an over of what we will learn:

A retirement plan termination involves fully winding down a qualified plan by distributing all assets to participants and filing the appropriate notices.
Employers must follow IRS and DOL rules to ensure compliance, proper vesting, and participant protections.
Contexts such as asset sales, equity sales, and bankruptcy create different scenarios that impact plan termination strategy.
Inspira’s enhancements to and commitment to the plan termination process ensuring a smooth and compliant wind down for all involved.

There will be time for questions and answers before dinner.