The Plan Sponsor University - The Certified 401(k) Plan Fiduciary Designation - A KLR Event - Accounting Firm Boston, Massachusetts, Providence, Rhode Island

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The Plan Sponsor University - The Certified 401(k) Plan Fiduciary Designation

Event Details

Date:
Aug 11, 2016
Time:
8:00 - 2:00pm
Topic:
The C(k)PF / The Certified 401 (k) Plan Fiduciary Designation
Speaker:
Anthony Mangiarelli, KLR Shareholder
Location:
Bentley University
175 Forest Street
LaCava Building
Waltham, MA 02452
Room 325

Event Description

The Plan Sponsor University (TPSU), an affiliate of TRAU, The Retirement Advisor University, offers the most comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries.

Event Schedule

Thursday Aug 11, 2016

Registration8:00am
Introduction8:30am
Session 1 - Behavioral Finance, Retirement Readiness & Outcome 8:50am
Session 2 - Keynote - Who's in the Driver's Seat9:50am
Session 3 - Panel Discussion with Industry Professionals10:45am
Session 4 - What is & what isn't working in today's 401(k) plans? 11:45am
Session 5 - The ideal Plan1:15pm
Closing2:00pm