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.

Events

Upcoming events

    • 04 Dec 2025
    • 4:00 PM - 7:00 PM
    • McCarter & English, LLP, PNC Bank Building, 1600 Market St #3900, Philadelphia, PA 19103
    Register


    Join Us for Our Annual Holiday Social – With a Twist!

    This year, we're celebrating the season by giving back. At our Annual Holiday Social, we invite you to bring cheer not only to one another—but to families in need.

    We’re collecting donations of toiletries to benefit the Ronald McDonald House. During the happy hour, we’ll turn our space into a cheerful production line to package these donated items for delivery the next day.

    How to contribute:
    Click Here to Purchase Items from RMH's Wish List which will ship directly to McCarter & English for our event.

    Once the work is done, stick around for a festive cocktail reception to toast the season with friends and colleagues.

    Can’t make it?
    You can still support the cause by purchasing items to donate through the link above or donating online directly to the Ronald McDonald House.

    We look forward to celebrating with you—and spreading some holiday joy—this December!

    • 22 Jan 2026
    • 6:00 PM - 9:00 PM
    • Almrya, 1636 Chancellor St., Philadelphia, Pennsylvania 19103
    Register


    Join us for our annual members and sponsors only appreciation dinner.

    Please note that only 3 registrants per company will be able to attend for free.  Additional registrants will pay a nominal fee.  Sponsors will receive 3 plus 1 additional free registration.


    • 12 Feb 2026
    • 3:30 PM - 7:00 PM
    • McCarter & English, LLP, PNC Bank Building, 1600 Market St, 2nd floor, Philadelphia, PA 19103
    • 44
    Register


    Please join us for our annual member roundtable where we will discuss all of your questions that might keep you up at night followed by a networking reception.

    This program has been approved for 1 ERPA/1 JBEA non-core credits.

    3:30 p.m. check in / snacks

    4:00 p.m. roundtable

    5:30 p.m. cocktail reception

    7:00 p.m. conclusion

    • 13 May 2026
    • 14 May 2026


Past events

12 Nov 2025 Small Business Retirement Plan Considerations
26 Oct 2025 ASPPA National
17 Sep 2025 CANCELLED: Members Only Roundtable - Ask the Experts
20 Aug 2025 Let Inspira Financial Update You on Plan Terminations
11 Jun 2025 Summer Social and Networking Event
14 May 2025 Spring National Conference
16 Apr 2025 Cybersecurity
13 Mar 2025 Members Only Roundtable - Ask the Experts
04 Feb 2025 Sixers vs. Mavericks Game
16 Jan 2025 Members and Sponsors Only Appreciation Dinner
04 Dec 2024 Holiday Social and Networking Event
07 Nov 2024 Exploring the Benefits: Pooled Employer Plans
29 Oct 2024 Members Only Roundtable - Ask the Experts
25 Sep 2024 ERISA 50th Celebration
21 Aug 2024 Plan Sponsor / Consultant Surveys
31 Jul 2024 Summer Social - Change in Location
01 May 2024 Next Wave of Advice - Breakfast Meeting
13 Mar 2024 Members Only Roundtable - Ask the Experts
06 Mar 2024 Sixers vs. Grizzlies Game
28 Feb 2024 Virtual Roundtable: Developing an Engaging Internship Program
25 Jan 2024 Boundaries and Business
18 Jan 2024 Members and Sponsors Only Appreciation Dinner
06 Dec 2023 Holiday Social and Networking Event
15 Nov 2023 Ethics Session
17 Aug 2023 Summer Social
20 Jul 2023 SECURE 2.0 – Terminated Participant Options and Best Practices
15 Jun 2023 SECURE 2.0 Act of 2022: Selling Opportunities for Financial Professionals and TPAs
10 May 2023 Spring Social
27 Apr 2023 Members Only Roundtable 2023 - Ask the Experts
29 Mar 2023 Sixers vs. Mavericks Game
09 Feb 2023 LinkedIn 3.0 – “Next Level” Training How to Convert Leads into Meetings using LinkedIn
18 Jan 2023 Members and Sponsors Only Appreciation Dinner
12 Jan 2023 How to Value Inclusive Language
30 Nov 2022 Holiday Social and Networking Event
09 Nov 2022 1/2 Day Seminar
09 Sep 2022 “Under” Covered – The Coverage Gap, Efforts & Opportunities to Close It
10 Aug 2022 Summer Social
09 Jun 2022 Trends in Cybersecurity and Sales
04 May 2022 ASPPA Spring National 2022
03 May 2022 ASPPA Spring Social
14 Apr 2022 Stop, Ask, Explore - Learn to Navigate Change in Times of Uncertainty
03 Mar 2022 ASPPA ABC of Philadelphia at the Flyers Game
10 Feb 2022 Members Only Roundtable 2022 - Ask the Experts
19 Jan 2022 Members and Sponsors Only Appreciation Dinner
01 Dec 2021 Holiday Social and Networking Event
18 Nov 2021 Members and Sponsors Only Appreciation Dinner 2022
10 Nov 2021 10 Fiduciary Best Practices
07 Oct 2021 Fall Social
12 Aug 2021 Lifetime Income Impact of the SECURE Act
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?
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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