TOPICS:
Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary
Session 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights
University of Maryland, College Park, MD – Certified 401(k) Plan Fiduciary Program
December 8 @ 8:30 am - 2:45 pm
When
Tuesday, December 8, 2026
8:30AM - 2:45PM
(Program begins promptly at 9:00AM)
Location
University of Maryland
Samuel Riggs IV Alumni Center
7801 Alumni Dr
College Park, MD 20742
Heise and Rever Marble Hall
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
Jim Morris
VP, Institutional Retirement Plan Consulting| Retirement & Wealth
Marsh Agency
Jim Morris is a Vice President in Marsh Agency Retirement & Wealth, where he advises institutional retirement plan clients across the Washington, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space, Jim has built his career helping organizations design, implement, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes.
Since joining Marsh McLennan Agency in 2023, Jim has partnered closely with plan sponsors to deliver practical, high-touch consulting supported by the scale, resources, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers, third-party administrators, investment managers, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable.
Jim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses, as well as Life and Health licenses.
Jim is a graduate of Elon University and lives in Potomac, Maryland, with his wife, Tracy, and their children, Annie, Lucy, and John. A former PGA golf professional, he remains an avid golfer.
Driving and Parking Directions
