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UID:7766-1782289800-1782312300@www.tpsuniversity.com
SUMMARY:University of Hartford\, West Hartford\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, September 24\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Chicago\nGleacher Center\n450 North Cityfront Plaza Dr\nChicago\, IL 60611\nRoom 404 \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 \nSession 1 -Fiduciary Governance and Best Practices \nSession 2 - Misbehavin” in Retirement Plans – It’s Time to Retire that Thinking… \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\nSamuel Martin\, AIF®\, C(k)P®\, CRPS®\nPartner\nCerity Partners \nSamuel Martin is a Partner in the Los Angeles office focused on the development and servicing of the Retirement Plan Advisory practice. He provides on-site support to plan sponsors to help them understand and meet their ongoing fiduciary obligations. Sam is also a member of the Cerity Partners Retirement Plan Investment Committee facilitating ongoing investment reviews and fund lineup development for the Retirement Plan Advisory practice. \nSam began his career at Pension Architects in 2011 after graduating from Pepperdine University with a degree in International Studies. He served in an operational role overseeing compliance as well as tracking and reporting of client plan operations. He pursued secondary credential programs attaining his Accredited Investment Fiduciary\, Chartered Retirement Plan Specialist designations and is a Certified 401(k) Professional. Pension Architects merged with Cerity Partners in January 2013\, and Sam continued to develop his role now serving as lead advisor to retirement plans across the country. \nIn his free time\, Sam runs the Sunset FC soccer club based in Los Angeles and enjoys spending time with his wife and friends. \nEducation\n• Bachelor’s degree in International Studies from Pepperdine University \nHighlights\n• Accredited Investment Fiduciary (AIF®)\n• Chartered Retirement Plan Specialist (CRPS™)\n• Certified 401(k) Professional (C(k)P®) \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-hartford-west-hartford-ct-certified-401k-plan-fiduciary-program/
LOCATION:University of Hartford\, 200 Bloomfield Ave\,\, West Hartford\, CT\, 06117\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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