TOPICS:
Session 1 - Fiduciary Focus
Session 2 - Visualize Retirement: From Vision to Reality
- This event has passed.
Texas State University – Certified 401(k) Plan Fiduciary Program
March 19, 2024 @ 8:00 am - 2:00 pm
When
Tuesday, March 19, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Texas State University
LBJ Student Center
109 Student Center Drive
San Marcos, TX 78666
LBJSC room 3-14.1
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
Noe Lopez, C(k)P®, CWS®, CRPS®,CRPC®, CMFC®, AIF®
Senior Vice President
Frost Wealth Advisors
Noe Lopez is a senior vice president and retirement services business development officer with Frost Wealth Advisors. He joined Frost in 2008 and has more than 20 years of experience in the financial industry.
Noe is a Certified 401(k) Professional®, Certified Wealth Strategist®, Chartered Retirement Plans SpecialistSM, Chartered Retirement Planning CounselorSM, Chartered Mutual Fund Counselor℠ and has earned the Accredited Investment Fiduciary® designation. He is also a
General Securities Representative and Uniform Combined Agent. Noe holds his Texas General Lines for Life, Accident, Health and HMO insurance license. He earned a Bachelor of Arts from Stephen F. Austin State University and a Master of Science from Texas A&M University-Corpus Christi.
In addition to his work at Frost, Noe enjoys watching college baseball and playing golf. He also enjoys the many swimming holes the hill country has to offer.
Driving and Parking Directions
