Hello, Dallas / Fort Worth

Dedicated to the private pension system.

Local ASPPA Benefits Councils (ABCs) provide a means for employee benefits professionals to benefit year-round from the American Society of Pension Professionals and Actuaries' (ASPPA) activities. ASPPA promotes the establishment of ASPPA Benefits Councils in an effort to bring ASPPA to its members and professional associates on a continued basis.

An active ABC offers its members a chance to spend time with people who have similar interests and gain from the exchange of information. Members have an opportunity to receive continuing education credit and to stay professionally current.


A Special Thanks to Our Sponsors

ASPPA Benefits Council of Dallas/Fort Worth extends an immense and heartfelt thank you to all of our sponsors for their generous contributions toward our organization, enabling us to provide convenient, locally available, high quality, low cost continuing education opportunities to you, our members and event program attendees. Our generous sponsors' involvement tremendously helps us to offer you affordable access to nationally sought-after speakers. Their logos appear below and link you to their websites for more information.

To our valued sponsors we say thank you in a big way!


Membership

 Benefits of Membership:

  • Convenient, local, inexpensive educational opportunities
  • Opportunities to keep abreast of current pension developments
  • Access to nationally recognized speakers
  • Local networking opportunities for pension professionals
  • Accredited continuing education programs
  • Retirement Legislative and Regulatory information
  • Discount on program registration fees
  • Strengthens the local benefits community

2018 Events Calendar

Current Developments, Ethics, Plan Corrections, and More!

November 8, 2018 | 8:00am - 3:30pm (Breakfast and Lunch Included)

Speaker: Stephen Forbes, JD, LLM

Description: Please join us for a an All-Day Program that will cover a variety of Qualified Retirement Plan topics such as:

  • Current Developments
  • Ethics Case Studies
  • Elective Deferral and Safe Harbor 401(k) Plan Corrections
  • Eligibility Complexity: A Case Study (including rehires)
  • Creative Plan Corrections: What to Do When EPCRS is Silent
  • The Latest on Multiple Employer Plans (MEPs)

A special thank you to our event sponsors:

Cost: $200 for ASPPA Members, $300 for non-members

Online Registration



2019 Save the Dates



Board Members

Mary Virginia Boggs

President
Milliman, Inc.
10000 N Central Expy
Suite 1500
Dallas, TX 75231
(214) 863-5128
ginny.boggs@milliman.com

Cindy Yarbrough

Treasurer Chair and ASPPA Liason
Resource Benefits Administrators
5400 Bosque Blvd.
Suite 500
Waco, TX 76710
(254) 776-6214
Cindy_Yarbrough@jrbt.com

Sally Zavattari

Meetings Chair
Actuarial Services Group, Inc.
16200 Addison Road
Suite 120
Addison, TX 75001
(972) 381-8800
sally@asgpension.com

Skyler Marchand

ASPPA Liaison
skyler.marchand@gmail.com

David Ralston

CE Chair
America's 401k
8131 LBJ Freeway
Suite 770
Dallas, TX 75231
(214) 393-1600
dralston@ralston-associates.com

Kirk Buchanan

Sponsor Liason
MassMutual Retirement Services
Managing Director - Institutional Markets
(214) 676-0111
kbuchanan@massmutual.com

Nathan Cooley

Website Coordinator
NOVA 401(k) Associates
Marketing Director - DFW
Nova 401(k) Associates
(469) 726-3317
ncooley@nova401k.com

Charlene DeMartini

Secretary
NOVA 401(k) Associates
(469) 364-8241
cdemartini@nova401k.com

Julie Jarvis

Membership Chair
Bland Garvey
2600 N Central Expy.
Suite 550
Richardson, TX 75080
(972) 301-9537
JJarvis@blandgarvey.com

Tonia McBride

Communications Chair
Lane Gorman Trubitt, LLC
2626 Howell Street
Suite 700
Dallas, TX 75204
tmcbride@lgt-cpa.com

Contact Information

Main Contact:

Tonia McBride

Email:

Contact Form

* = required

Event Location: