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DTSTART;TZID=America/New_York:20230913T080000
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DTSTAMP:20260508T103502
CREATED:20230823T003544Z
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UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, November 19\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Avenue\nCenter Valley\, PA 18034\nCommonwealth Room \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:  \nSession 1 - The Role of the Retirement Plan Advisor  \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligations to Retirement Plan Participants \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, non-profits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes. \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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
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