TPSU - The Plan Sponsor University

Drake University, Des Moines, IA - Certified 401(k) Plan Fiduciary Program
2024-10-03 08:00 - 14:00, 2024-04-17 08:00 - 14:00 (America/New_York) | Drake University, 2875 University Ave, Des Moines, IA, 50311, United States
Register For This Program

When
Tuesday, October 22, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Butler University
Atherton Union
704 W Hampton Dr.
Indianapolis, IN 46208
Conference Room 326
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
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) - Driving/Parking Directions

Agenda
TOPICS:
Session 1 - The Role of the Retirement Plan Advisor

Session 2 - Why Plan Sponsors Continue To Be Sued And The Importance Of Process

Download PDF

Speaker(s)
Adjunct Lecturer
Zachary S. Chavira, C(k)P®, AIF®
Retirement Plan Lead Advisor
Donaldson Capital Management
Zachary S. Chavira, C(k)P®, AIF® joined Donaldson Capital Management (DCM) in August 2017 and is Team Lead in Retirement Plan Services.
In his role, Zach serves DCM’s corporate and small business retirement plan clients through employer-sponsored 401(k) and 403(b) plans. Zach graduated from the University of Southern Indiana with a degree in Finance and Marketing. Zach’s experience includes previous roles in 401(k) administration, banking, and financial services. Zach has found his passion in the wealth management industry and loves helping people understand money, investments, and planning for retirement. Zach earned his Accredited Investment Fiduciary (AIF®) designation in 2017 along with his Certified 401(k) Professional designation in 2022, which further equipped him in his current role as an “investment fiduciary,” a title that requires the clients’ best interests be on the forefront of every financial decision.
Zach resides in Evansville, Indiana, with his wife, Lauren, their son, Crew, and their Yorkie-Poodle, Simba. Zach is a regular golfer, as well as a self-proclaimed foodie, boater, and traveler.

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

University of North Florida, Jacksonville, FL - Certified 401(k) Plan Fiduciary Program
2024-10-02 08:00 - 14:00 (America/New_York) | Univeristy of North Florida, 12000 Alumni Drive, Jacksonville, FL, 32224, United States

Florida Atlantic University - Certified 401(k) Plan Fiduciary Program
2024-09-25 08:00 - 14:00 (America/New_York) | Florida Atlantic University, 777 Glades Rd, Boca Raton, FL, 33431, United States

University of Chicago, Chicago, IL - Certified 401(k) Plan Fiduciary Program
2024-09-24 08:30 - 14:30, 2024-04-10 08:30 - 14:30 (America/New_York) | University of Chicago, Gleacher Center, 450 North Cityfront Plaza Dr, Chicago, IL, 60611, United States

Marquette University, Milwaukee, WI - Certified 401(k) Plan Fiduciary Program
2024-09-19 08:00 - 14:00 (America/New_York) | Marquette University, Alumni Memorial Union 1442 W. Wisconsin Avenue, Milwaukee, WI, 53233

Fordham University School of Law, New York, NY - Certified 401(k) Plan Fiduciary Program
2024-09-18 09:00 - 15:00, 2024-03-21 09:00 - 15:00 (America/New_York) | Fordham Law School, 150 West 62nd Street, New York, NY, 10023, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
2024-09-18 08:30 - 14:30 (America/New_York) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

California State University San Marcos, San Marcos, CA - Certified 401(k) Plan Fiduciary Program
2024-08-27 09:00 - 15:00 (America/New_York) | California State University San Marcos, 333 S. Twin Oaks Valley Rd., San Marcos, CA, 92069, United States

University of Southern California, Los Angeles, CA - Certified 401(k) Plan Fiduciary Program
2024-08-21 09:00 - 15:00 (America/New_York) | University of Southern California, 3607 Trousdale Parkway, Los Angeles, CA, 90089, United States

Boston College, Boston, MA - Certified 401(k) Plan Fiduciary Program
2024-06-20 08:00 - 14:00 (America/New_York) | Boston College, 150 St. Thomas More Rd, Boston, MA, 02135, United States

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2024-06-13 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States

University of Georgia - Atlanta Campus, Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2024-06-12 08:00 - 14:00 (America/New_York) | University of Georgia, 3475 Lenox Road NE, Atlanta, GA, 30326, United States

Rutgers University Inn & Conference Center, New Brunswick, NJ - Certified 401(k) Plan Fiduciary Program
2024-06-11 08:00 - 14:00 (America/New_York) | Rutgers University Inn and Conference Center, 178 Ryders Lane, New Brunswick, NJ, 08901, United States

Virginia Tech, Arlington, VA - Certified 401(k) Plan Fiduciary Program
2024-05-14 08:30 - 14:30 (America/New_York) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

The University of South Florida, Tampa, FL - Certified 401(k) Plan Fiduciary Program
2024-05-07 08:00 - 14:00 (America/New_York) | The University of South Florida, 4202 E. Fowler Ave, Tampa, FL, 33620, United States

Sacramento State University, Sacramento, CA - Certified 401(k) Plan Fiduciary Program
2024-04-30 08:00 - 14:00 (America/New_York) | Sacramento State University, 6000 J St., Sacramento, CA, 95819, United States

Johnson County Community College, Overland Park, KS - Certified 401(k) Plan Fiduciary Program
2024-04-23 08:00 - 14:00 (America/North_Dakota/Center) | Johnson County Community College, 12345 College Blvd., Overland Park, KS, 66210, United States

Nova Southeastern University, Fort Lauderdale, FL - Certified 401(k) Plan Fiduciary Program
2024-03-27 08:00 - 14:00 (America/New_York) | Nova Southeastern University, 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, 33314, United States

Villanova University, Villanova, PA - Certified 401(k) Plan Fiduciary Program
2024-03-20 08:00 - 14:00 (America/New_York) | Villanova University West Campus – Garey Hall, Room 10A, Spring Mill Rd & County Line Rd, Villanova, PA, 19085

Texas State University - Certified 401(k) Plan Fiduciary Program
2024-03-19 08:00 - 14:00 (America/New_York) | Texas State University, 109 Student Center Drive, San Marcos, TX, 78666, United States

Rollins College, Winter Park, FL - Certified 401(k) Plan Fiduciary Program
2024-03-14 08:00 - 14:00 (America/New_York) | Rollins College, 1000 Holt Ave, Winter Park, FL, 32789, United States

Frederick Community College, Frederick, MD - Certified 401(k) Plan Fiduciary Program
2024-03-12 08:00 - 14:00 (America/New_York) | Frederick Community College, 7932 Opossumtown Pike, Frederick, MD, 21702, United States

Baldwin Wallace University, Berea, OH - Certified 401(k) Plan Fiduciary Program
2024-02-29 08:00 - 14:00 (America/New_York) | Baldwin Wallace University, 125 Tressel St., Berea, OH, 44017, United States

University of Denver, Denver, CO - Certified 401(k) Plan Fiduciary Program
2024-02-14 08:00 - 14:00 (America/New_York) | University of Denver, 2055 E Evans Ave, Denver, CO, 80210, United States

George W. Bush Presidential Center, Dallas, TX - Certified 401(k) Plan Fiduciary Program
2024-02-13 08:30 - 14:30 (America/New_York) | George W. Bush Presidential Center, 2942 SMU Boulevard, Dallas, TX, 75205, United States

Serendipity Labs - Conference Center - Certified 401(k) Plan Fiduciary Program
2024-02-08 08:30 - 14:30 (America/New_York) | Serendipity Labs, 100 North Point Center 30022, Alpharetta, GA, 30022, United States

Virtual - Fairfield, CT - Certified 401(k) Plan Fiduciary Program
2023-12-12 08:30 - 12:00 (America/New_York) | IN
