Bellevue College, Bellevue, WA - Certified 401(k) Plan Fiduciary Program
2026-04-23 08:00 - 14:00 (America/Denver) | Bellevue College, 3000 Landerholm Cir SE, Bellevue, WA, 98007, United States
Register For This Program

When
Wednesday, September 25, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Florida Atlantic University
Student Union Building
777 Glades Rd
Boca Raton, FL 33431
Live Oak Pavilion – Rooms C&D
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 Roles within a Retirement Plan
Session 2 - Misbehavin’ in Retirement Plans

Download PDF

Speaker(s)
Adjunct Lecturer
Shir McGettigan, FSCP®, AIF®, CPFA®,C(K)P®, NQPA™
Director of Employer-Sponsored Retirement Plans
BLS Wealth Management, a HUB International Company
Shir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management, a Hub International company. Shir’s listening skills, ability to gain client trust, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis,” she explains. Shir serves as an ongoing resource, helping ensure fees are appropriate, investment options are competitive, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS.
In addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir
and her team, as well as regularly scheduled on-site meetings, Shir strives to make both the employer and employees feel connected and confident. In 2021, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. **
*Established in 2015, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. within the group of top women advisors, those who were principals, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors, an affiliate organization of the American retirement association, a non-profit association. No fee is
charged to participate. the rating is not indicative of the nominee’s future performance. in 2021, 500 nominations were received, 273 applications, from which 51 captains, 50 all-stars and 33 rising stars were chosen.
**Established in 2014, this list - officially the napa top retirement plan advisors under 40, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021, 50 nominations were received, 258 applications, and 100 were selected. Securities offered through LPL Financial, member FINRA/SIPC. investment advice offered through global retirement partners, LLC, dba bls wealth management (BLS), an SEC registered investment advisor. insurance services offered through Hub International. BLS, a division of Hub Retirement and Wealth Management, and hub international are separate entities from and not affiliated with LPL Financial.

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

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