TOPICS:
Session 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan
Session 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights
- This event has passed.
University of Maryland, College Park, MD – Certified 401(k) Plan Fiduciary Program
October 29, 2024 @ 8:30 am - 2:30 pm
When
Tuesday, October 29, 2024
8:30AM - 2:30PM
(Program begins promptly at 9:00AM)
Location
University of Maryland
Samuel Riggs IV Alumni Center
7801 Alumni Dr
College Park, MD 20742
Crist Executive Board Room
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
Kim Cochrane, QPA, TGPC
Director Client Services
HUB International Mid Atlantic
Kim Cochrane, QPA, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville, MD. She has over 25 years of experience, primarily in the consulting area of IRS, Department of Labor and ERISA regulations.
Kim focuses on corporate and non-profit retirement plans, including pension plans, 401(k) plans, 403(b) plans, profit sharing, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts.
Kim holds FINRA Series 6, 63 and 65 securities regulations, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association), NAPA (The National Association of Plan Advisers) and WIPN.
At HUB, Kim is a Non-Profit Specialty Expert and has received numerous industry awards, including NAPA’s Top Woman Advisor, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor
of the Year Finalist.
Prior to joining HUB in January 2022, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry.
Eduardo Gimenez, CFP®, AIF®, RPA
Vice President - Retirement
HUB International Mid Atlantic
Eduardo is the Vice President of Retirement at HUB International, Mid-Atlantic in Rockville, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations, non profit organizations and small businesses.
Eduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate
and personal financial liability and most importantly improving the financial well-being for all employees.
Eduardo holds the CFP designation from the Certified Financial Planner Board of Standards, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans.
At HUB, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018.
He has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years.
Driving and Parking Directions
