BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//TPSU - The Plan Sponsor University - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://www.tpsuniversity.com
X-WR-CALDESC:Events for TPSU - The Plan Sponsor University
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241017T080000
DTEND;TZID=America/New_York:20241017T140000
DTSTAMP:20260428T161635
CREATED:20240816T120004Z
LAST-MODIFIED:20241002T165734Z
UID:4645-1729152000-1729173600@www.tpsuniversity.com
SUMMARY:Endicott College - Wylie Inn and Conference Center\, Beverly\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, June 24\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Hartford\nHarry Jack Gray Center\n200 Bloomfield Ave\,\nWest Hartford\, CT 06117\nConference Room 1877/Room D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nLisa Buffington\, AIF®\, CPFA®\nSVP\, National Brand Market Leader\nMarsh McLennan Agency\n \nLisa works with retirement Plan Sponsors to help them optimize workplace retirement plans and financial wellness benefits as to enable their employees to achieve their goals for retirement and financial security. In her role as Senior Vice President\, Lisa works with both for-profit and non-profit organizations. She works directly with finance\, human resources\, and benefits groups to assist with all aspects of their retirement plan\, benefits and compensation strategy. She takes an active role in all aspects of the consulting relationship including (but not limited to) fiduciary governance and oversight\, plan design guidance\, fee analysis and benchmarking\, vendor management\, investment evaluation\, compliance support and education strategy implementation. Lisa is a member of MMA New England’s Investment Committee and MMA’s National Financial Wellbeing Steering Committee. She has been acknowledged as one of PLANADVISER’s Top Financial Advisors for 2023\, 2024\, and 2025.  Lisa has been named as National Association of Plan Advisors (NAPA’s) Top Women Advisors for 2018 through 2025.  She participates on NAPA’s Leadership Council and was the 401(k) Summit Steering Committee Co-Chair for 2022 and 2023.  She is also a member of the industry’s national Retirement Advisor Council (RAC) as a Board Member and co-chairs the RAC’s financial literacy committee.  Lisa was awarded Plan Advisor of the Year in 2025 by the Plan Sponsor Council of America (PSCA) – nominated by plan sponsors for fiduciary governance excellence\, improved retirement plan outcomes\, and custom award-winning financial wellness programs. \nPrior to joining MMA\, Lisa was previously employed at Prudential Retirement for 27 years\, most recently as the Regional Sales Director for New England and former Key Account Client Manager. She also led Prudential’s  Sales Development and Channel Management teams with a focus on building a sales pipeline\, leading key sales initiatives\, developing sales talent\, and maximizing strategic partnerships with home office and regional key advisors and consultant teams for 401k\, DB\, and NQ plans. \nLisa has a strong passion for women's professional development\, financial literacy education\, and urban city K-12 educational reform. She has served as the past president of the Women in Pensions Network’s national group (WIPN) and worked directly with the team responsible for launching WIPN’s non-profit organization. Her dedication to non-profits does not end there as she also serves as board chair for a start-up non-profit charter management organization\, Capital Preparatory Schools\, and is actively involved in Junior Achievement. \n\nAnn Margaret Donnelly\nSenior Sales Executive | Retirement Services\nMarsh McLennan Agency\n \nAs a Senior Sales Executive within Retirement & Wealth at Marsh McLennan Agency (MMA) Northeast\, Ann Margaret aims to help your organization maximize retirement plan efficiencies and outcomes so that your employees can achieve their goals for retirement. She works with organizations' finance\, human resources\, and benefits groups to assist with all aspects of their retirement plans\, including fiduciary guidance and training\, plan design\, fee analysis and benchmarking\, vendor management\, investment selection and monitoring\, and compliance\, as well as participant communication\, education\, and financial well-being strategies. \nAnn Margaret has been with Marsh McLennan Agency since early 2024. Prior to that\, she held Senior Retirement Plan Advisor roles at leading investment and finance companies where she focused on building the sales pipeline\, key sales initiatives\, developing talent\, and maximizing strategic partnerships with home office and regional key advisor and consultant teams for 401(k)\, defined benefit (DB)\, and nonqualified (NQ) plans. Ann Margaret worked in equity capital markets and owned a conference and event center for over 10 years in Aurora\, CO. \nAnn Margaret graduated Cum Laude with her BS in Business Administration from Villanova University. She also obtained her MSc in Finance and Accounting from The London School of Economics and Political Science. She currently holds FINRA Series 6 and 65 licenses and previously held FINRA Series 7 and 63. \nAnn Margaret enjoys skiing\, hiking\, and biking and is the proud mother of two college-aged children\, Cara and Ryan. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/endicott-college-wylie-inn-and-conference-center-beverly-ma-certified-401k-plan-fiduciary-program/
LOCATION:Endicott College – Wylie Inn and Conference Center\, 295 Hale Street\, Beverly\, MA\, 01915\, United States
END:VEVENT
END:VCALENDAR