Please join us for our next Chapter Meeting - 

PEP Talk

with

Joseph Toke, Transamerica

Blake Bandani, Voya Financial

Matthew Fraisse, Principal

Wed, March 20th  |  4:30 - 7 pm  |  Junior Restaurant & Lounge

TOPIC DETAIL

Join us as our knowledgeable guest speakers explore Pooled Employer Plans (PEP). We'll start with an intro to PEP's, including a comparison, along with advantages and disadvantages of each solution and where they fit best.

We'll also consider the state of PEP's:

• What they were created for
• How they're actually being used today
• What it means for TPA's and advisors

ABOUT THE PRESENTERS

JOSEPH TOKE, RVP
Regional Vice President
Transamerica

Joseph specializes in helping financial advisors develop successful retirement plan strategies that make a difference in the lives of their clients.  

Joseph joined Transamerica in early 2023 and has more than 10 years of experience in the financial and retirement industry. He is known for helping financial advisors and TPAs grow their practices by creating successful retirement plan programs for their clients.

He prides himself on his responsiveness, accessibility, and considers himself to be a member of his clients’ retirement plan team. 

Joseph attends client meetings providing in-depth, consultative analysis on client-specific situations.

He also has helped hundreds of clients throughout Central and Southern California to improve their financial benefits offerings to better suit their company’s unique needs. 

Joseph is based in Sacramento, California, where he enjoys flyfishing, skydiving and golf in his free time.

BLAKE BANDANI, QKA, C(k)P
Regional Vice President
Voya Financial

Blake Bandani, Regional Vice President of Retirement Sales, is a seasoned professional within the retirement plan space. Prior to joining Voya Financial, Blake represented a Third-Party Administrator as their first outside Sales Rep covering the firm’s newly created Southwest territory.

Blake holds his Series 6, Series 63 registrations, and life insurance license. He also obtained his Qualified 401(k) Administrator credential through the American Society of Pension Professionals & Actuaries, as well as his Certified 401(k) Professional Designation through The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.

Outside of representing Voya Financial and working with clients, financial professionals, TPAs’, and other partners, Blake loves hiking and exploring Northern California with his wife Sarah. Blake is an avid sports fan, enjoys golfing, and can most likely be found by an ocean or lake.

MATTHEW FRAISSE, 
Director, Distribution - Retirement Solutions
Principal Financial Group

Matt Fraisse joined Principal as the Director of Distribution in 2020 after spending time at both ADP and MassMutual. His 10+ years of industry experience have been spent in multiple external consultant roles, helping advisors to grow their retirement plan books by focusing on prospecting and retention strategies, investments, and plan design. In his free time he enjoys spending time outdoors with his wife and two kids.

SCHEDULE

• 4:30 - 5:00 PM Registration/Reception
• 5:00 - 6:45 PM Meeting, Q&A
• Reception following
  
  

CONTINUING EDUCATION
2 CE or 2 Hours each for:

• California CPAs
• ASPPA certifications
• NIPA certifications
• Certified Financial Planners, CFP
• JBEA
• MCLE for California attorneys
• Enrolled Retirement Plan Agents and Enrolled Agents, ERPA
• General CE credit

FURTHERMORE

• Have some food and beverages on us

Sacramento Chapter Members:  Free
Non-Member:  $50

NOT A MEMBER YET?  Find out how to join!

Special thanks to our generous Chapter Sponsors!