TOPICS:
Session 1 - Secure Act 2.0
Session 2 - Look Below the Surface
- This event has passed.
California State University San Marcos, San Marcos, CA – Certified 401(k) Plan Fiduciary Program
August 27, 2024 @ 9:00 am - 3:00 pm
When
Tuesday, August 27, 2024
9:00AM - 3:00PM
(Program begins promptly at 9:30AM)
Location
California State University San Marcos
McMahan House
333 S. Twin Oaks Valley Rd
San Marcos, CA 92069
The Great Room
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
Ryan Stover, CFP®, AIFA
Principal
Marsh & McLennan Agency
Ryan joined Marsh & McLennan Agency (MMA) in 2009 and became a Principal in 2016. Ryan has over 18 years in the financial services industry. Prior to joining MMA, Ryan spent 9 years with Deloitte Consulting serving corporate and government clients across the country.
Ryan has established a reputation for expertise in the area of fiduciary best practice, plan governance, investment due diligence, benchmarking, negotiations, and comprehensive employee education and communication programs. As a recognized retirement plan expert, Ryan has been a featured speaker and panelist at many retirement plan conferences as well as seminars and broadcasts throughout the country. Topics have included effective plan design, trends in behavioral finance and effective employee engagement. Ryan is an active member of the Defined Contribution Institutional Investment Association (DCIIA) and sits on advisory councils for major retirement plan providers.
Ryan earned a B.S. in Engineering from the California Polytechnic State University, San Luis Obispo, CA. He is an CERTIFIED FINANCIAL PLANNERTM, and Accredited Investment Fiduciary Analyst. Ryan also holds a Series 7, 63, and 65 securities licenses through FINRA and Life & Variable licenses with the California Department of Insurance.
Driving and Parking Directions
