TOPICS:
Session 1: Hot Topics in Retirement: What You Need to Know in 2024!
Session 2: Misbehavin' in Retirement Plans
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University of Georgia – Atlanta Campus, Atlanta, GA – Certified 401(k) Plan Fiduciary Program
June 12, 2024 @ 8:00 am - 2:00 pm
When
Wednesday, June 12, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
University of Georgia - Atlanta Campus
Terry Executive Education Center
3475 Lenox Road NE
Atlanta, GA 30326
Terry Executive Hall Room 207
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
Rick Sauerman, CPFA
First Vice President, Investments
Raymond James
Advising clients across the U.S., Rick helps plan sponsors offer competitive, thoughtfully designed retirement benefits capable of generating exceptional returns on plan sponsors' benefits investments.
The opportunity to enhance employees’ retirement readiness predicates his passion for working with retirement plan fiduciaries and participants. To align participant and plan sponsor interests, he leverages his expertise in financial wellness, plan expense management, investment lineup optimization, plan design analysis, and ERISA compliance.
Since 2006, Rick has advised both defined contribution and defined benefit plan clients. Prior to joining Raymond James, he was a lead advisor for a $180 billion retirement advisory practice. Earlier in his career, Rick directly managed retirement plan assets as Head of Global
Research and Portfolio Manager for a $6 billion dollar asset management firm and held institutional investment consulting and portfolio manager roles at John Hancock and the Royal Bank of Canada.
The National Association of Plan Advisors recognized Rick as one of the nation’s top plan advisors under 40 in 2018, 2019, 2020, 2021, 2022, and 2023. The Financial Times also named Rick to the 2020 FT 401 Top Retirement Advisors list of elite retirement plan specialists. He is a graduate of Samford University, a Certified Plan Fiduciary Advisor (CPFA), certified Nonqualified Plan Advisor (NPA), and holds a FINRA Series 65 (NASAA Investment Advisors Law Examination) license.
Driving and Parking Directions
