Secure 2.0 and Missing Participants

Join Us at Andrei's

Thursday, April 20, 2023

8:00 am to 9:45 am

Session Synopsis:

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.

Key Topics:

• Auto Portability
• Retirement Savings Lost & Found
• Increased Cash-out limits
• Missing Participant Red Flags
• The Four Categories of Best Practices

Spiro Preovolos:      

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.

Continuing Education:

• 2 CE for AIF (pending)
• 2 CECs for ERPA (pending)
• 2 CPEs for ASPPA certifications
• 2 CECs for NIPA certifications
• 2 hours for California CPAs 
• 1.75 hours of California MCLE
• 2 hours for Certified Financial Planners (pending)
• 2 CE for CRPS 
• 2 CE for CEBS

Pricing:

• Early Bird (ends March 31st): $45 for members, $65 for non-members 
• Regular: $55 for members, $75 for non-members
• Gold Members: 1 prepaid ticket for each breakfast forum
• Corporate & Sponsor Members: 3 prepaid tickets for each breakfast forum

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.

• WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online
• The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.