TOPICS:
Session 1 - Fiduciary Fundamentals - Balancing Roles, responsibilities and Risk
Session 2 - Continued Progress Through Partnership – 2023 Defined Contribution Plan Sponsor Survey Findings
- This event has passed.
DeSales University, Center Valley, PA – Certified 401(k) Plan Fiduciary Program
November 30, 2023 @ 8:00 am - 2:00 pm
When
Thursday, November 30, 2023
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
DeSales University
DeSales University Center
2755 Station Avenue
Center Valley, PA 18034
Commonwealth Room
Contact
The Plan Sponsor University
[email protected]
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions
"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."
The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.
Agenda
Speaker(s)
Adjunct Lecturer
Brendan P. Speers, AIF ®, CPFA
Partner | Director of Retirement Plan Services
Legacy Planning
As the Director of Retirement Plan Services, I specialize in helping businesses, nonprofits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration, conversion and participant education teams that support our plan sponsors.
I graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA).
Before joining Legacy Planning in 2014, I worked with universities, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans, regardless of size, should utilize a large market approach to due diligence, oversight, and pricing to help employers and participants achieve better outcomes.
An avid snowmobiler and water skier, I reside in Ottsville, PA with my wife, LeighAnn, daughter, Aubrey, and sons, Ryan and Brett.
Driving and Parking Directions
