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When
Tuesday, January 26, 2021
8:30AM - 12:00PM Eastern Time
Virtual Location
Framingham, MA
Following registration you will receive a confirmation email that includes details and your link to join the Virtual Program.
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
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
The use of this 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.
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Agenda
DOWNLOAD PDF
Speaker(s)
Adjunct Lecturer
John D. Gentry, C(k)P®, CFP®, AIF®, CEBS
Director of Retirement
Asset Strategy Advisors, LLC
John D. Gentry, CFP®, AIF®, CEBS is the Director of Retirement at Asset Strategy Advisors, LLC with over 25 years of experience working with retirement plan sponsors.
John enjoys working directly with plan sponsors and participants helping them achieve their retirement planning goals. He has advanced expertise in ERISA, plan design, administration & record-keeping, investment selection, asset allocation and retirement income planning.
He has worked at Fidelity Investments, Bank of America Merrill Lynch and American Express.
John married his college sweetheart in 1988 and has 2 adult sons. John is a graduate of the University of Connecticut with a B.S. in Finance.
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The use of this seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval.
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The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.
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