TOPICS:
Session 1 - The Value of Working with a Retirement Plan Advisor
Session 2 -Trends in Defined Contribution Plans
Phillips Academy, Andover, MA – Certified 401(k) Plan Fiduciary Program
October 30 @ 8:00 am - 2:00 pm
When
Thursday, October 30, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Phillips Academy
Andover Inn
4 Chapel Avenue
Andover, MA 01810
Phillips Room
Contact
The Plan Sponsor University
[email protected]
855-755-4015 option 2
Eligibility
Registration is open to Human Resource and Finance Professionals 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
Steven Johnian, CPFA®, AIF®
Alliance Relationship Manager, Retirement Plans
SFP Wealth
SFP Wealth welcomed Steven Johnian, our Alliance Relationship Manager, Retirement Plans, in the fall of 2022. Prior to joining the team, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry, Steven is responsible for helping expand and grow our retirement business, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow, manage, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space.
Steven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally, Steven holds his Series 7 and 66 licenses, and his Producer’s Life, Accident and Health or Sickness licenses.
Steven lives in Dedham, MA with his wife and daughter. He enjoys spending time with his family and friends, exercising, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in, spending the day on the beach with his family, and watching the sun go down over a late dinner.
