Event Details
Half-Day Fiduciary Training Program
Date: | August 16, 2018, 8:00am – 2:00pm |
Organizer: | The Plan Sponsor University (TPSU) |
Location: | Wake Forest University- Charlotte Center 200 N College Street, Suite 150 Charlotte, NC 28202 Room 124 |
Price: | No Cost to Attend |
Event Type: | Meeting |
iCal link | Add to Calendar |
Top industry professional will be presenting a TPSU 401(k) live educational program in your area. The Mission of TPSU is to enable plan fiduciaries to improve their retirement plan through education and training. This half-day program covers essential topics pertaining to retirement plans leadership. TPSU welcomes HR professionals, benefit specialists, business owners and retirement plan committee members who serve in any of the following capacities for their company retirement plan-Plan Fiduciaries, Plan trustees and Plan Administrators. After successfully completing their program an attendee will improve their understanding. After successfully completing their program an attendee will improve their understanding of:
· Responsibilities of Plan Fiduciary
· Effective retirement management strategies
· Plan improvements with a high impact on plan outcomes
· Behavioral finance solutions to improve retirement readiness
· Key regulations- including the new DOL Rule
· Structure and oversight of retirement plan committee
· Internal communication strategies
401(k) Plans require special attention
What will you receive by attending?
1. Continuing education Credits- 5 SHRM PDCs/5.5 HRCI (general) credits
2. Certificate of Attendance
3. Complimentary access to the TPSU Learning Management System including the following topics:
a. ERISA
b. Fundamentals of 401(k) Plans
c. Understanding participant behavior
d. Retirement Plan Health
e. Retirement Readiness
4. Networking with colleagues responsible for retirement plans
5. Interaction with industry leaders
6. Breakfast and Lunch