TOPICS:
Session 1 - Driving Employee Engagement
Session 2 - Legislative Update SECURE 2.0
- This event has passed.
George W. Bush Presidential Center, Dallas, TX – Certified 401(k) Plan Fiduciary Program
March 27 @ 8:30 am - 2:30 pm
When
Thursday, March 27, 2025
8:30AM - 2:30PM
(Program begins promptly at 9:00AM)
Location
George W. Bush Presidential Center
SMU Campus
2942 SMU Boulevard
Dallas, TX 75205
The Cabinet 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
Kimberly Ellis
Head of Strategic Partnerships
Fisher Retirement Solutions
Kimberly Ellis is the head of Strategic Partnerships at Fisher Retirement Solutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape.
Kimberly enjoys traveling with her husband and 2 daughters, she embodies a strong dedication to her profession and her community.
Driving and Parking Directions
