TOPICS:
Session 1 - The Role of the Retirement Plan Advisor
Session 2 - Best Practices for Education Strategies
- This event has passed.
Robert Morris University, Moon Township, PA – Certified 401(k) Plan Fiduciary Program
August 14 @ 8:00 am - 2:00 pm
When
Thursday, August 14, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Robert Morris University
UPMC Events Center
6001 University Blvd
Moon Township, PA 15108
Hall 1&3
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
Christopher DeAndrea, C(k)P®, CPFA®, AIF®
Director of Retirement Plan Consulting
Webber Advisors
Christopher DeAndrea is the Director of Retirement Plan Consulting at Webber Advisors. He focuses on delivering results-oriented retirement plan strategies to clients that aim to allow: 1) their employees an opportunity to create a sustainable income in retirement; and 2) the employer to operate their plan efficiently.
Specialties: 401(k), 403(b), 457(b), 457(f), and 457 Governmental retirement plans
- Sales consults/presentations to prospective clients
- Business development strategies
- Plan design analysis
- Investment benchmarking and analysis
- Employee education
- Fiduciary Liability Review
With more than twelve years of experience in the financial services industry, Christopher has held various positions within PNC Operations and PNC Investments. Most recently Christopher was a Retirement Plan Consultant at an independent, family-owned firm specializing in retirement plan advisory, wealth management services, employee benefits and commercial insurance consulting in the Pittsburgh area.
Christopher graduated from Duquesne University where he earned a bachelor’s degree in marketing and a Master of Business Administration.
Specialized Education:
- Securities Registrations: Series 7 and 66
- Life, accident and health insurance licenses
- Certified 401(k) Professional (C(k)P)
- Certified Plan Fiduciary Advisor (CPFA)
- Accredited Investment Fiduciary (AIF)
Christopher resides in North Strabane, Pennsylvania with his wife, Jen, and their two children, Vincent and Lydia.
Driving and Parking Directions
