TOPICS:
Session 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready
Session 2 - Stop Playing Mind Games Help Improve Participant Outcomes with Behavioral
- This event has passed.
Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
March 18, 2025 @ 8:30 am - 2:30 pm
When
Tuesday, March 18, 2025
8:30AM - 2:30PM
(Program begins promptly at 9:00AM)
Location
Virginia Tech
Executive Briefing Center
900 N Glebe Rd
Arlington, VA 22203
Second Floor, Ballston 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
Colin M. Clark, C(k)P®, AIF®, CPFA®
Senior Vice President, Retirement
Washington Financial Group, a division of HUB
International Mid-Atlantic Inc.
Colin is a Senior Vice President at HUB Retirement and Wealth Management (formerly Washington Financial Group), focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals, corporations, and pension plans including establishing and consulting on 401(k) plans, 403(b) plans, profit sharing, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts.
Colin is a proud member of the team that was named a 2024 NAPA Top DC Advisor Team. He is also a board member of the Retirement Advisor Council, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.
Colin has four children, is the office grill master, enjoys coaching football and soccer as well as playing in local USTA tennis leagues.
Driving and Parking Directions
