TOPICS:
Session 1 - Fiduciary Review
Session 2 - Pooled Employer Plans (PEP)
- This event has passed.
Villanova University, Villanova, PA – Certified 401(k) Plan Fiduciary Program
March 20, 2024 @ 8:00 am - 2:00 pm
When
Wednesday, March 20, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Villanova University
West Campus - Garey Hall
Spring Mill Rd & County Line Rd
Villanova, PA 19085
Room 10A
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
James P. Sinnott, CFP®
Vice President
Capstone Retirement Group
Jim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend, establish, and uphold proven corporate solutions that empower employers to optimize their human capital. At
Capstone, a respected consultancy with a cumulative industry expertise of over 100 years, he heads the Greater Philadelphia Retirement Practice.
Capstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small, mid-sized, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory, Corporate Benefits consultation, and Wealth Management solutions. We guide clients through provider benchmarking, meticulous analysis and selection, rigorous investment due diligence, steadfast fiduciary oversight, and educational initiatives designed for both retirement plan sponsors and participants.
Jim is a proud graduate of the Catholic University of America in Washington DC, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL
PLANNER™ professional, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients.
Beyond his professional pursuits, Jim dedicates his time to the La Salle College High School Alumni Association Board, where he contributes to the mission of fostering camaraderie and support among La Salle alumni.
Jim resides in Devon, Pennsylvania, where he finds immense joy in quality moments spent with family and friends. In his leisure, he indulges his passion for golfing, relishing the opportunity to
unwind.
Capstone, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU, not the firm or advisor.
Driving and Parking Directions
