TOPICS:
Session 1 - 10 Things You are Still Doing Wrong (and Not Doing Right) as a Fiduciary
Session 2 - Retirement, by Design
- This event has passed.
Robert Morris University, Moon Township, PA – Certified 401(k) Plan Fiduciary Program
March 4 @ 8:00 am - 2:00 pm
When
Wednesday, March 4, 2026
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
William Beale, AIF
President
Beale Financial Group
In 2001, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh, Pennsylvania, called Henderson Brothers. During his tenure, he successfully built and managed a highly regarded practice with the following accomplishments:
- 330 qualified plans under advisement
- 3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets
- 3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models
- Chair, Institutional Investment Committee
- Chair, Personal Wealth Management Investment Committee
- Team nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006
In January 2024, Mr. Beale relocated to Palm Beach Gardens, Florida, and founded Beale Financial Group, LLC, a new practice dedicated to Defined Contribution plan consulting.
Licenses and Designations
- Series 7, 6, 63, 65
- Life, Health, and Accident
- Accredited Investment Fiduciary® (AIF®)
- Healthcare Fiduciary Coach
Driving and Parking Directions
