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When
Wednesday, June 29, 2022
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
University of Denver
Daniels College of Business
2101 S University Blvd
Denver, CO 80210
Room 240
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
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.
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Agenda
DOWNLOAD PDF
Speaker(s)
Adjunct Lecturer
Mark Tonelli, AIF ®
Managing Director
Sheridan Road, a division of HUB International
Mark Tonelli is a Managing Director with Sheridan Road. Mark has more than 20 years of experience and consults with retirement plan sponsors in the private, non-profit and government area on Defined Contribution, Defined Benefit, and Non-Qualified Plans.
Prior to joining Sheridan Road, Mark served as Managing Partner at Compass Benefit Partners, where he focused on assisting plan sponsors with plan design, investment management, and financial wellness initiatives. Prior to founding Compass Benefit Partners, Mark held increasingly more varied and senior roles at Fidelity Investments.
He received his BS in Entrepreneurial and Small Business Operations from Northeastern University and attended Northwestern University Kellogg School of Management.
Driving and Parking Directions
DOWNLOAD PDF
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The use of this official 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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