TOPICS:
Session 1 - Secure Act 2.0
Session 2 - Retirement Plan Best Practices
- This event has passed.
Baldwin Wallace University, Berea, OH – Certified 401(k) Plan Fiduciary Program
February 29, 2024 @ 8:00 am - 2:00 pm
When
Thursday, February 29, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Baldwin Wallace University
Strosacker Hall (Student Union)
125 Tressel St.
Berea, OH 44017
Room - Sandstone 3
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
Charles A. Brown, EA, MSEA, QPA, QKA, CSPO
Consulting Actuary
MAI Capital Management
Designations
• Enrolled Actuary (“EA”) with the Joint Board for the Enrollment of Actuaries
• Fellow of the Conference of Consulting Actuaries (FCA)
• Member of the American Society of Enrolled Actuaries (MSEA)
• Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) with the American
Society of Pension Processionals and Actuaries
• Certified Scrum Product Owner with the Scrum Alliance (CSPO)
Work Experience
• Joined MAI in 2023, bringing over 20 years of industry experience
• Currently is an actuarial director at Ftwilliam.com and was previously a Chief Compliance Officer at
Economic Group Pension Services, Inc, and President at Pencor
• Has developed an actuarial software system, served as an expert witness, spoken at conferences,
and held leadership positions in actuarial organizations
Life Outside of MAI
• Resides in Saint Johns, Florida with his wife and two children
• Enjoys exploring parks, spending time with his family, and trips to the mountains
Education
• University of North Florida, BBA in Accounting
Jason Hamilton
Director of MAI Retirement
MAI Capital Management
Work Experience
• In the retirement plan industry since 1995 having worked in various roles from operations/administration to sales and service working with plans in all market sizes and IRS codes.
• Was the Regional President of Sales for Voya Retirement for nearly 14 years
• Deeply committed to working hard for his corporate retirement clients by designing creative strategies to help their employees reach successful retirement outcomes.
Life Outside of MAI
• Involved in his local community of St. Augustine, FL where he serves on the board of St. John’s Academy School and is an active member of his church.
Education
• Belmont University in Nashville, BBA
Driving and Parking Directions
