TOPICS:
Session 1 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness
Session 2 - DC Trends…Elevate your DC Plan
- This event has passed.
Quinnipiac University, North Haven, CT – Certified 401(k) Plan Fiduciary Program
March 6 @ 8:00 am - 2:00 pm
When
Thursday, March 6, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Quinnipiac University
School of Medicine, Nursing and Health Sciences
370 Bassett Rd.
North Haven, CT 06473
Multipurpose 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
Michael J. Del Re, III, ChFC®, REBC®, AIF®
Northeast Managing Partner
Prime Capital Investment Advisors
As PCIA’s Managing Partner in the Northeast, my primary focus is on the design, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events.
In addition to my retirement plan clients, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the firm’s suite of financial planning solutions available, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve.
I hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh, Katz School of Business, FINRA Series 6, 63, and 65 securities registrations and life and health insurance registrations. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®), and Registered Employee Benefits Consultant® (REBC®) designation.
Driving and Parking Directions
