Chapter Meeting

Quarterly Chapter Meeting

Cost: $45.00 for Members - $55.00 for Non-members

SEPA Presents:

Pension Protection Act

Jason Vavra of Vavra Capital Management will discuss the impact that the Pension Protection Act has on 401(k)'s and companies from a fiduciary standpoint.

Jason has managed teams responsible for auditing employee benefit plans. Jason dealt directly with the board of directors and benefit committees for many notable clients in the region. Jason has also been a consultant responsible for analyzing and implementing employee benefit plans.  Jason’s financial services experience started when he was a Retirement Planning Specialist with Morgan Stanley where he was responsible for individual financial planning and asset allocation, estate planning, business planning, retirement planning, education planning, and analysis of insurance products. In 2001, Morgan Stanley honored him with an Outstanding Performance award.

His presentation will include:

• Pension Protection Act Overview
• PPA's Definition of Fiduciary
• Responsibilities of the Fiduciary
• Audit Issues (Fees, Investment Choices, Plan Monitoring)
• Retirement Plan Hot Topics
• New Audit Requirements for 403(b) Plans

Please Note - New Meeting Location:

This meeting will be held at the Blue Bell Country Club.  For directions to the Blue Bell Country Club, please click on the link.