WP&BC Governing Board

ONLINE WEBINAR:

Tuesday, September 24, 10 am-11:45 am PST

Missing Participants & Uncashed Checks:

WTF (without the fuss)

Click below to Register:

 The Presentation: 

• We’ll cover everything you ever wanted to know about missing participants and uncashed checks (and more)!
• You’ll learn about the problems they cause, what guidance exists to deal with them, and best practices you should employ.
• You’ll be regaled with missing participant tales – it will be an emotional whirlwind that will make you laugh and cry.
• Finally, we’ll even tell you how to grow your business with missing participants.

Our Speaker:  Spiro Preovolos, President, PenChecks

Since joining PenChecks in 2002, Spiro has held several different positions, including Director of Operations, Director of Sales and Marketing, and most recently, Vice President of Strategic Development. This combination of hands-on operational and marketing experience has built a solid foundation for Spiro’s new role as company President, where he will focus more on strategic growth while continuing to oversee the IT, product management and sales and marketing functions. His responsibilities include cultivating strategic partnerships and initiating the development of new products and services to keep the company’s service offerings at the forefront of the rapidly changing retirement plan industry. 

Spiro earned his Accredited Pension Representative (APR) designation from the National Institute of Pension Administrators (NIPA), and holds a B.A. in Philosophy from the University of Southern California.

Continuing Education: 

• 2 CE for AIF Certification (pending)
• 2 CE for ASPPA certifications
  
• 2 CEC for NIPA certifications
  
• 2 CPE for CEBS
  
• 1.75 hours MCLE for California attorneys
  
• 2 hours for California CPAs
  
• 2 hours for Certified Financial Planners (pending)
• 2 hour for ERPA and Enrolled Agents 
• 2 CE JBEA certifications

  Cost: $65 for members, $90 for non-members.