TOPICS:
Session 1: Retirement Readiness, Participant Outcomes
Session 2: SECURE 2.0 Plan Considerations – What You Need to Know (and Do) Now
- This event has passed.
Arizona State University, Tempe, AZ – Certified 401(k) Plan Fiduciary Program
April 10, 2025 @ 8:30 am - 2:30 pm
When
Thursday, April 10, 2025
8:30AM - 2:30PM
(Program begins promptly at 9:00AM)
Location
Arizona State University
Memorial Union
301 E Orange St
Tempe, AZ 85281
MU 242 - La Paz 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
Shawn West, AIF®, CPFA®, C(k)P®
Founder, ERISA Director
CuraFin Advisors
With over two decades of ERISA plan management, fiduciary process, and legislative advocacy, Shawn is responsible for overseeing the firm’s strategic direction, and is a member of the firm's Investment Advisory Board. He has considerable experience with ERISA plan mergers & acquisitions, public and private companies, from enterprise to small family businesses in all industries.
Shawn studied Psychology at Southern Illinois University, has obtained his series 6, 63, and 65 licenses, holds a Certified Plan Fiduciary Advisor (CPFA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA), and Accredited Investment Fiduciary (AIF®) certification.
He is a member of the National Association of Plan Advisors (NAPA) and serves on their Governmental Affairs Committee for the past decade. Shawn is a founding ambassador for TGen (Translational Genomics Research Institute), a member of PCH50 (Phoenix Children’s Hospital Foundation), and the Phoenix Business Journals’ Leadership Trust.
Additionally, Shawn serves on the PIMCO DC and Voya Institutional Advisory Boards.
Driving and Parking Directions
