Secure 2.0 and Missing Participants
Join Us at Andrei's
Thursday, April 20, 2023
8:00 am to 9:45 am
In this fun and informative session, we’ll cover the specific provisions of SECURE 2.0 that affect missing participant issues and their respective impacts, and we will review the DOL’s missing participant best practice guidance.
Since joining PenChecks in 2002, Spiro has held several different positions, including Director of Operations, Director of Sales and Marketing, and Vice President of Strategic Development. This unique combination of hands-on operational and marketing experience has given Spiro a broad foundation for his new role as the company’s President and CEO. Spiro is focused on cultivating strategic partnerships and initiating the development of new products and services to keep PenChecks at the forefront of the ever-changing retirement plan industry. Prior to joining PenChecks, Spiro worked in Los Angeles, CA as a Special Agent and Financial Representative with Northwestern Mutual Financial Network where he held Life, Health & Disability Insurance licenses and Series 6 & 63 designations. Spiro holds a Bachelor of Arts Degree in Philosophy from the University of Southern California. Spiro lives in sunny San Diego, California with his wife, son, daughter, and 8-year Maltese-Yorkie mix dog. Together they enjoy fostering rescue puppies until they get adopted into their forever homes.
Doors open at 7:30 am for check-in, breakfast and networking. Our program will begin at 8:00 am and this program will end at approximately 9:45 am. The registration fee includes a full breakfast buffet and hosted valet parking.
Direct Questions To:
WP&BCOrange County ChapterPO Box 6111Garden Grove, CA 92846949-407-9128