TOPICS: Session 1 - CHALLENGES AND FEARS FACING PLAN SPONSORS
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Roam Conference Room – Alpharetta, GA – Certified 401(k) Plan Fiduciary Program
September 14, 2023 @ 8:30 am - 2:30 pm
When
Wednesday, September 14, 2023
8:30AM - 2:30PM
(Program begins promptly at 9:00AM)
Location
Roam Conference Room
5815 Windward Pkwy, Suite 302
Alpharetta, GA 30005
Room C3
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
Shelly Horwitz, AIF®, CPFATM
Managing Director
Pensionmark
Shelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits, private and public corporations in primary focus areas such as fiduciary governance, plan design, investment consulting, compliance, employee education and communication. Shelly leads the team in Atlanta, G.A. and Washington, D.C. and works with clients all over the U.S. and Canada.
Shelly began her financial services career for one of the top-retirement plan recordkeepers, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics, including fees, benchmarking and financial wellness. Shelly became a managing partner of Pensionmark with focus on expanding the footprint in corporate, discretionary investment management and master trust space.
Shelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2022 by the National Association of Plan Advisors.
Shelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses, as well as Life, Annuities and Long-Term Care insurance licenses.
