TOPICS:
Session 1 - The Role of the Advisor
Session 2 - Legislative Update: Secure 2.0
- This event has passed.
Rice University, Houston, TX – Certified 401(k) Plan Fiduciary Program
October 24, 2024 @ 8:00 am - 2:00 pm
When
Thursday, October 24, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Rice University
Rice Memorial Center
6100 Main St.
Houston, TX 77005
Farnsworth Pavilion
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
Kimberly Ellis
Head of Strategic Partnerships
Fisher Retirement Solutions
Kimberly Ellis is the head of Strategic Partnerships at Fisher Retirement
Solutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape.
Kimberly enjoys traveling with her husband and 2 daughters, she embodies a strong dedication to her profession and her community.
Driving and Parking Directions
