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DTSTART;TZID=America/New_York:20230913T080000
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DTSTAMP:20230901T055922Z
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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(opens in new tab)	\n\n\n	\n		\n	When\nWednesday\, October 16\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nArizona State University\nMemorial Union\n301 E Orange St\nTempe\, AZ 85281\nUnion Stage #085 \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 Advisor\n \nSession 2 - SECURE 2.0 Plan Considerations – What You Need to Know (and Do) Now \n \n\n	\n	\n		Download PDF(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShawn West\, AIF®\, CPFA®\, C(k)P®\nFounder\, ERISA Director\nCuraFin Advisors \nWith almost two decades of ERISA plan management\, fiduciary process\, and legislative advocacy\, Shawn is responsible for overseeing the firm’s strategic direction\, client services\, and growth. He has considerable experience with ERISA plan mergers & acquisitions\, public and private companies from enterprise to small family businesses in all industries. \nShawn studied Psychology at Southern Illinois University\, has obtained his series 6\, 63\, and 65 licenses\, holds a Certified Plan Fiduciary Advisor (CPFA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA)\, and Accredited Investment Fiduciary (AIF®) certification. \nHe is a member of the National Association of Plan Advisors (NAPA) and serves on their Governmental Affairs Committee. Shawn is a founding ambassador for TGen (Translational Genomics Research Institute)\, a member of PCH50 (Phoenix Children’s Hospital Foundation)\, and the Phoenix Business Journals’ Leadership Trust. \nAdditionally\, Shawn serves on the PIMCO DC Advisory Board. \n\n	\n	\n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		Download Driving and Parking Directions(opens in new tab)
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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