TOPICS: Session 1 - SECURE ACT 2.0--- Session 2 - THE EVOLVING WORKSCAPE
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University of North Florida, Jacksonville, FL – Certified 401(k) Plan Fiduciary Program
September 13, 2023 @ 8:00 am - 2:00 pm
When
Wednesday, September 13, 2023
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
University of North Florida
Adam W. Herbert University Center
12000 Alumni Drive
Jacksonville, FL 32224
Board of Trustees Room 1058
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
Keola Elobt, MBA, AIF®
MAI Retirement Group Head, Managing Director
MAI Capital Management
Designations
Accredited Investment Fiduciary, AIF®
Work Experience
- Has over 15 years of experience in retirement plan consulting, investments, financial planning, behavioral investment counseling, and estate planning
- Co-founded West Point Business Group to offer a wide range of services for his clients Brings a unique skill in the area of corporate retirement plan consulting that enhances MAI service offerings across the enterprise
- Served in the 101stAirborne Division as a Fire Support Officer leading a team of Forward Observers
Life Outside of MAI
- Works actively with Blessings in a Backpack, an organization that provides food to school children who would otherwise go hungry over the weekend
- Leads a team with his wife Stephanie that sponsors a local school and delivers food to more than 200 school children a week
- Serves on the board of the Ponte Vedra YMCA and is on the finance committee of his local church
Education
- United States Military Academy
- University of South Carolina, Master of Business Administration
Charles A. Brown, EA, MSEA, QPA, QKA, CSPO
Consulting Actuary
MAI Capital Management
Designations
- Enrolled Actuary (“EA”) with the Joint Board for the Enrollment of Actuaries
- Fellow of the Conference of Consulting Actuaries (FCA)
- Member of the American Society of Enrolled Actuaries (MSEA)
- Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) with the American Society of Pension Processionals and Actuaries
- Certified Scrum Product Owner with the Scrum Alliance (CSPO)
Work Experience
- Joined MAI in 2023, bringing over 20 years of industry experience
- Currently is an actuarial director at Ftwilliam.com and was previously a Chief Compliance Officer at Economic Group Pension Services, Inc, and President at Pencor
- Has developed an actuarial software system, served as an expert witness, spoken at conferences, and held leadership positions in actuarial organizations
Life Outside of MAI
- Resides in Saint Johns, Florida with his wife and two children
- Enjoys exploring parks, spending time with his family, and trips to the mountains
Education
- University of North Florida, BBA in Accounting
