TOPICS:
Session 1 - The Role of the Advisor
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
October 16, 2024 @ 8:30 am - 2:30 pm
When
Wednesday, October 16, 2024
8:30AM - 2:30PM
(Program begins promptly at 9:00AM)
Location
Arizona State University
Memorial Union
301 E Orange St
Tempe, AZ 85281
Union Stage #085
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 almost two decades of ERISA plan management, fiduciary process, and legislative advocacy, Shawn is responsible for overseeing the firm’s strategic direction, client services, and growth. 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. 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 Advisory Board.
Driving and Parking Directions
