Menu
Log in
Forgot password

WeSTERN PENSION & BENEFITS COUNCIL

Log in
Forgot password

Online Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA

  • 01 Dec 2016
  • 10:00 AM - 11:00 AM
  • Online Webinar

Registration

  • A member of any chapter of the WP&BC in good standing.
Registration is closed
ONLINE WEBINAR

Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
 Note: this webinar runs one hour, and ends at 11am PST, not two hours (as the invitation originally stated)
In this presentation, we’ll cover the problem of missing participants and uncashed checks in retirement plans.  We discuss how these phenomena come about, what sorts of problems they can cause, what guidance exists to help sponsors and administrators and what guidance doesn’t exist.  We’ll talk about industry best practices when dealing with these issues and we’ll be sure to share a few of the more entertaining facts and stories that invariably come with a long history of providing solutions in these areas.  Finally, we’ll be sure to leave attendees with additional resources for further reading (if they are ever having trouble sleeping).

About Our Presenters
Spiro Preovolos joined PenChecks in March of 2002, holding several different positions including Director of Operations and Director of Sales and Marketing. As Vice President of Business Development, Spiro oversees the planning and production of all marketing functions, manages the company’s Default, Missing Participant and Traditional IRA account operations, and helps to develop strategic level integrations that can improve internal efficiencies and external service capabilities to clients. Prior to joining PenChecks, Spiro served as a special agent and financial representative for Northwestern Mutual in Los Angeles, selling life, health and disability insurance. He is an Accredited Pension Representative (APR), a designation bestowed by the National Institute of Pension Administrators, and holds a B.A. in philosophy from the University of Southern California.

 
The webinar will provide one continuing education credit for  for ASPPA, NIPA, JBEA, ERPA, MCLE CA, CPA CE for CA and OR.

Members are $35, Nonmembers are $50.
Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

WEBINARS:
webinars@westernpension.org

ANNUAL CONFERENCE:
frank@wpbcsf.org

PHONE: 
720-837-2426

ADMINISTRATIVE OFFICE

PO Box 13
Parker, CO 80134
720-819-7619

Powered by Wild Apricot Membership Software