TPSU - The Plan Sponsor University

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
Register For This Program

When
Wednesday, August 21, 2024
9:00AM - 3:00PM
(Program begins promptly at 9:30AM)
Location
University of Southern California
Ronald Tutor Campus Center
3607 Trousdale Parkway
Los Angeles, CA 90089
The Forum (RTCC 450)
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 - Fiduciary Governance and Best Practices

Session 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking

Download PDF

Speaker(s)
Adjunct Lecturer
Samuel Martin, AIF®, C(k)P®, CRPS®
Partner
Cerity Partners
Samuel 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.
Sam 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.
In his free time, Sam runs the Sunset FC soccer club based in Los Angeles and enjoys spending time with his wife and friends.
Education
• Bachelor’s degree in International Studies from Pepperdine University
Highlights
• Accredited Investment Fiduciary (AIF®)
• Chartered Retirement Plan Specialist (CRPS™)
• Certified 401(k) Professional (C(k)P®)

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

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