You are invited to attend in-person or virtually, an employer plan education session with a national organization, The Plan Sponsor University (TPSU).
Speakers, Panelists, Facilitators: Local subject matter experts-
- Brian Thompson, President & Retirement Plan Advisor, of RockWay Wealth Partners- Adjunct Lecturer & Moderator for the event.
- BrownWinick Law Firm, Caleb Brus, ERISA Attorney - Keynote Speaker
- Other contributors include:
- ARS - Retirement Plan Lifetime Income Solutions
- FORVIS MAZARS – Retirement Plan Auditor
- State Street Global Advisors – Plan Investments
- Capital Group American Funds – Plan Investments
- Qualified Plan Consultants - Plan Administration
- Plan Sponsor University - CEO, Fred Barstein
CE CREDITS: This training program will include CE credits for SHRM, HRCI and CPE for CPAs.
WHO SHOULD ATTEND: HR Professionals, Owners, Executive Officers/Directors, Plan Sponsors, Plan Fiduciaries, Retirement & Benefit Committee Members, benefits specialists, and other employer fiduciaries.
AGENDA/REGISTRATION