TOPICS:
Session 1 - The Role of the Retirement Plan Advisor
Session 2 - Why Plan Sponsors Continue To Be Sued And The Importance Of Process
- This event has passed.
Butler University, Indianapolis, IN – Certified 401(k) Plan Fiduciary Program
October 22, 2024 @ 8:00 am - 2:00 pm
When
Tuesday, October 22, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Butler University
Atherton Union
704 W Hampton Dr.
Indianapolis, IN 46208
Conference Room 326
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
Zachary S. Chavira, C(k)P®, AIF®
Retirement Plan Lead Advisor
Donaldson Capital Management
Zachary S. Chavira, C(k)P®, AIF® joined Donaldson Capital Management (DCM) in August 2017 and is Team Lead in Retirement Plan Services.
In his role, Zach serves DCM’s corporate and small business retirement plan clients through employer-sponsored 401(k) and 403(b) plans. Zach graduated from the University of Southern Indiana with a degree in Finance and Marketing. Zach’s experience includes previous roles in 401(k) administration, banking, and financial services. Zach has found his passion in the wealth management industry and loves helping people understand money, investments, and planning for retirement. Zach earned his Accredited Investment Fiduciary (AIF®) designation in 2017 along with his Certified 401(k) Professional designation in 2022, which further equipped him in his current role as an “investment fiduciary,” a title that requires the clients’ best interests be on the forefront of every financial decision.
Zach resides in Evansville, Indiana, with his wife, Lauren, their son, Crew, and their Yorkie-Poodle, Simba. Zach is a regular golfer, as well as a self-proclaimed foodie, boater, and traveler.
Driving and Parking Directions
