TOPICS:
Session 1 - Behavioral Finance, Retirement Readiness, Participant Outcomes
Session 2 - Top Defined Contribution (DC) Trends and Developments
- This event has passed.
University of Denver, Denver, CO – Certified 401(k) Plan Fiduciary Program
February 14, 2024 @ 8:00 am - 2:00 pm
When
Wednesday, February 14, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
University of Denver
Fritz Knoebel School of Hospitality
2044 E. Evans Ave., Suite 222
Denver, CO 80210
Tuscan Ballroom
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
Mark Tonelli, AIF ®
Senior Vice President
HUB International
Mark Tonelli is focused on delivering retirement solutions that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s expertise with
developing a sound governance process, implementing best practice fiduciary processes, providing unique access to education, promoting disciplined savings opportunities, and offering a robust benefit to employees. Clients rely on Mark as a trusted advisor who puts the interest of his clients first and to share his knowledge and experience to address challenges.
With more than 25 years of industry experience, Mark is well versed in serving the retirement needs of investment committees and plan sponsors. He spent 16 years working at Fidelity Investments
followed by his starting a practice which was eventually bought by HUB International in 2018. He earned the Accredited Investment Fiduciary (AIF®) designation which demonstrates his commitment to partnering with plan sponsors to implement prudent processes and policies within their retirement plans, and as a leader in his field, he is often asked to share his insights and perspective on various panels, advisory boards and committees.
He received his B.S. in Entrepreneurial and Small Business Operations from Northeastern University and attended Northwestern University’s Kellogg School of Management. Mark holds FINRA Series 6, 7, and 63 securities registrations through LPL Financial, the Series 66 through LPL Financial and Sheridan Road Advisors, as well as a health and life insurance license. Mark has also been named one of the top 401 Retirement Plan Advisors by the Financial Times in 2016 and 2018, as well as one of the top 100 Retirement Plan Advisors by PLANADVISOR in 2016, 2017, and 2019.
Mark enjoys spending his free time with his family and friends and if that includes skiing in the winter and golfing in the summer, even better!
Driving and Parking Directions
