TOPICS: Session 1 - The Role of the Retirement Plan Advisor
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Fordham University School of Law, New York, NY – Certified 401(k) Plan Fiduciary Program
March 20 @ 9:00 am - 3:00 pm
When
Thursday, March 20, 2025
9:00AM - 3:00PM
(Program begins promptly at 9:30AM)
Location
Fordham University School of Law
150 W 62nd St
New York City, NY 10023
Bateman 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
Burak Alpaslan, C(k)P®, CFP®, AIF®
Co-Founder & Partner
Vital Planning Group
Having earned the Accredited Investment Fiduciary (AIF®) designation, Burak is focused on working with retirement plan sponsors to help improve the overall health of their plan, such as increased plan participation, employee engagement and financial wellness by providing education and guidance on all aspects of a formal financial planning process.
As a full-service Financial Planner, he operates with his clients’ best interests in mind. His customized solutions are designed for his clients and their employees to meet both their business and financial goals. He utilizes his in-depth financial industry experience, over 26 years, technology, and resources to serve his client’s best interests.
To deliver on his promise of providing retirement plan optimization services, Burak has aligned himself with the Retirement Plan Advisory Group (RPAG), one of the retirement industry’s leading retirement plan management platforms. Working with RPAG’s comprehensive retirement plan analytical tools, he can provide plan sponsors and plan participants a retirement plan solution complete with Investment Analysis (including Target Date Funds Analysis), Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs and ERISA Compliance.
Burak received his bachelor’s degree in civil engineering at the internationally accredited Middle East Technical University (ODTU) and a master’s degree in economics and finance from Hacettepe University in Ankara, Turkey.
Burak began his financial services career in 1995 at Global Corporate and Investment Bank of Citigroup in Zurich, Switzerland where he worked as the Assistant Country Financial Controller. In 1996, he was sponsored by Citigroup to join their team in New York City where he held several positions as an officer with Citigroup prior to starting his financial planning practice in 2004.
Burak is confident in his experience helping business owners create and manage retirement and benefits plans for themselves and their employees. He has the expertise to keep his client’s plan compliant and on target.
Burak is licensed to sell insurance and securities in multiple states.
He is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Vital Planning Group LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Supervisory address: 6 Corporate Drive,
Shelton CT 06484. 203-513-6000.
Domiciled in NJ, CA Insurance Lic #0F10204
Driving and Parking Directions
