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When
Wednesday, March 17, 2021
8:30AM - 12:00PM Pacific Time
Virtual Location
Irvine, CA
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
Kameron Jones, C(k)P®
Assistant Vice President Retirement
NFP Retirement
As a senior investment advisor representative, Kameron leverages his knowledge of the retirement plan marketplace and conducts RFPs and fee benchmarkings for plan sponsors and provides guidance on retirement plan best practices.
He holds FINRA Series 7 (General Securities Representative), 63 (Uniform Securities Representative Examination) and 65 (NASAA Investment Advisors Law Examination) licenses. In addition, he is a Certified 401(k) Professional (C(k)P®) with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. Kameron graduated from the University of Pennsylvania with a Bachelor of Arts in philosophy, political science and economics. He was also named one of the National Association of Plan Advisors’ (NAPA’s) 2018 and 2020, Top Plan Advisors Under 40.
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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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