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DTSTART;TZID=America/New_York:20251009T080000
DTEND;TZID=America/New_York:20251009T141500
DTSTAMP:20251002T182208Z
CREATED:20250807T120045Z
LAST-MODIFIED:20251002T182208Z
UID:6496-1759996800-1760019300@www.tpsuniversity.com
SUMMARY:Quinnipiac University\, North Haven\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program2/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20251009T083000
DTEND;TZID=America/Halifax:20251009T143000
DTSTAMP:20251119T141729Z
CREATED:20250808T120026Z
LAST-MODIFIED:20251119T141729Z
UID:5474-1759998600-1760020200@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-4/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T080000
DTEND;TZID=America/New_York:20251022T140000
DTSTAMP:20251106T140356Z
CREATED:20250313T120017Z
LAST-MODIFIED:20251106T140356Z
UID:5456-1761120000-1761141600@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-5/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20251022T083000
DTEND;TZID=America/Phoenix:20251022T143000
DTSTAMP:20251020T210827Z
CREATED:20250821T120031Z
LAST-MODIFIED:20251020T210827Z
UID:6334-1761121800-1761143400@www.tpsuniversity.com
SUMMARY:Arizona State University\, Tempe\, AZ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-3/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251023T090000
DTEND;TZID=America/Los_Angeles:20251023T150000
DTSTAMP:20251016T174926Z
CREATED:20250825T120018Z
LAST-MODIFIED:20251016T174926Z
UID:5874-1761210000-1761231600@www.tpsuniversity.com
SUMMARY:The University of California\, Davis\, Davis\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/the-university-of-california-davis-davis-ca-certified-401k-plan-fiduciary-program/
LOCATION:The University of California\, Davis\, 530 Alumni Ln.\, Davis\, CA\, 95616\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20251028T080000
DTEND;TZID=America/Denver:20251028T140000
DTSTAMP:20251015T223154Z
CREATED:20250827T120018Z
LAST-MODIFIED:20251015T223154Z
UID:5697-1761638400-1761660000@www.tpsuniversity.com
SUMMARY:The University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T080000
DTEND;TZID=America/New_York:20251030T143000
DTSTAMP:20251021T194951Z
CREATED:20250829T120056Z
LAST-MODIFIED:20251021T194951Z
UID:6318-1761811200-1761834600@www.tpsuniversity.com
SUMMARY:Phillips Academy\, Andover\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/phillips-academy-andover-ma-certified-401k-plan-fiduciary-program/
LOCATION:Phillips Academy\, 4 Chapel Avenue\, Andover\, MA\, 01810\, United States
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