ABC of Western PA

ABC of Western Pennsylvania would like to welcome you back for our first CE session of 2019, and to meet the new ABC of WPA Board Members!

Sponsored by Buck Global, LLC, please join Speakers Cynthia Hall, Matthew Davis and Kelly Lazzara, for an in-depth discussion concerning Form 5500 and find out what's happening in the retirement industry.

Form 5500 Updates A summary of the changes to the 2018 Form 5500 and the increased penalties for failing to timely file. Highlights will include a discussion on agency relief for victims of recent disasters, increased DOL audit activity, and an update regarding the changes to ERISA auditing standards.
An Update on What's Happening in Retirement A recap of recent defined benefit and defined contribution retirement plan developments. Highlights include a discussion on the class action lawsuits involving actuarial equivalence, DOL guidance on auto-portability, new rules for hardship distributions, legislative proposals and recent pension de-risking trends.

Meeting Fees: ASPPA/NAPA/NTSA MEMBERS: $15 NON-MEMBER: $25
Location: Buck Conference Center 11 Stanwix St, 1st Fl Pittsburgh, PA 15222 Parking is available in the building
Registration: 11:15 a.m Lunch will be served at 11:30 a.m.
Program Date/Time: Wednesday, May 22, 2019 12:00 p.m - 2: 00 p.m.
Program Contact: Cynthia.Hall@buck.com
Continuing Education: Two (2) ASPPA and ERPA and JBEA Non -Core continuing education credits available for this event.
RSVP by: May 17, 2019 (This event is in the past)

Speakers: Cynthia Hall, QKA, QPFC; Matthew Davis, ASA, EA, CERA, MAAA and Kelly Lazzara, JD from Buck Global LLC

Cindi is a Senior Consultant in Buck's National Knowledge Resource Center. She has over 30 years' experience in the areas of compliance reviews/audits, benefits administration, plan design, various IRS/DOL filings, ADP/ACP testing, legislative/regulatory interpretation, QDRO reviews, and various other consulting services relating to retirement plans. She has an in-depth knowledge of administrative processes and procedures and her special area of expertise includes handling compliance matters relating to defined contribution plans. Cindi co-chairs the Government Filings Center of Excellence.

Matthew is a Director and Consulting Actuary in Buck's Pittsburgh Wealth Practice. For over 10 years, Matt has consulted with his clients on a variety of topics, including defined benefit, defined contribution, and non-qualified retirement programs. His expertise covers all aspects of defined benefit plans, including retirement plan design, defined benefit plan administration, financial accounting, plan funding, and nondiscrimination testing. Matt leads Buck's Plan Design Center of Excellence and is a member of the Nondiscrimination Testing Center of Excellence. He has also spent time as Innovation Network Leader, helping to develop and foster innovative solutions for clients.

Kelly is a Director and Compliance Consultant in Buck's National Knowledge Resource Center. Kelly has extensive experience consulting on employee benefits law impacting tax-qualified retirement plans and health and welfare plans – from compliance, design and drafting, general research and advice with respect to specific and timely issues, such as the Bipartisan Budget Act of 2018, Tax Cuts and Jobs Act, pending legislation, COBRA, HIPAA and the Affordable Care Act. Kelly works with her clients on the day to day administrative issues and on complex issues they face with their plans and co-chairs the Government Filings Center of Excellence

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Make sure you have your ASPPA ID ready at the meeting, so you can text in for your CE credit.

Click here to read the full press release.

The ASPPA Benefits Council (ABC) of Western Pennsylvania provides benefits professionals with opportunities for “knowledge and networking” within their local community.

Educational seminars on retirement and employee benefit issues that impact your business and your clients. Stay up to date on industry practices, changing legislation and regulations, and hear it first-hand, delivered by nationally- recognized industry experts. It is a cost effective and convenient way to earn Continuing Education credits.
Networking opportunities with professionals from diverse disciplines within your local community. Share ideas and develop meaningful, long lasting connections with other industry professionals. Deepen your understanding of issues that impact your clients, your business and the industry.
National Affiliation with the American Society of Pension Professionals and Actuaries (ASPPA); the largest professional organization dedicated to the preservation and enhancement of the private retirement system. You’ll benefit from the Knowledge, Advocacy, Credibility and Leadership that ASPPA has to offer.

Join and connect with the best in the business:

Become more knowledgeable in your specific area of expertise
Network with retirement plan industry leaders, government experts and other career professionals
Keep current on industry best practices
Stay abreast on legislative and regulatory issues that can affect your plan(s)
Build and protect your practice and your plan(s)
Attend local events and earn continuing education credits
Get discounts on local events

If you're interested in becoming a member of the ASPPA Benefits Council of Western PA, please contact us.

If you're interested in joining ASPPA, click here to learn more.

Programs (Schedule of upcoming events will be posted soon)

Most Recent Event

Form 5500 Updates/An Update on What's Happening in Retirement

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