Certified 401(k) Plan Specialist Designation Program "The Key to a Successful Employer Sponsored Retirement Plan is Concentrated Continued Education"
Easton, MA (PRWEB) January 08, 2014 -- Adjunct Lecturer James F. Sampson and industry leading panelists are presenting a Plan Sponsor University (TPSU) educational program hosted at the Stonehill College on Wednesday, January 15th.
This half-day program covers essential topics pertaining to retirement plan stewardship for business owners, benefit specialists and retirement plan fiduciaries. Jim Sampson is a co-founder and the Managing Principal of Cornerstone Retirement Advisors, an RPG Member Firm. Jim has been in the retirement plan industry for more than 16 years. Jim is a Founding Lecturer at The Retirement Advisor University® and an Adjunct Lecturer at The Plan Sponsor University™, both at UCLA Anderson School of Management Executive Education. Jim has earned the Accredited Investment Fiduciary™ and the C(k)P® - Certified 401(k) Professional designations and is a member of The 401k Coach® Program. Jim earned a BS in Sport Management from the University of Massachusetts, Amherst. Core areas of study during the on-site certification training event will include:
• Improvement of participant outcomes
• Improvement of plan outcomes
• Establishing the role and responsibilities of service providers/advisors
• Understanding key regulations / including DOL requirements
• Comprehending fiduciary responsibilities for qualified retirement plans
• Defining successful retirement plan management
• Explaining Behavioral Finance Theory – and how it can favorably impact outcomes
• Designing an effective plan benefit committee; and the functions of that committee
RPG is a network associated with LPL Financial
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, Member FINRA/SIPC. Other Investment Advisory services offered through Independent Financial Partners, a Registered Investment Advisor. Cornerstone Retirement Advisors and Independent Financial Partners are separate entities from LPL Financial.
Space is limited. Please R.S.V.P. to: Registar(at)TRAUniversity(dot)com or contact Jennifer Pasa, TPSU Program Coordinator at 1.855.755.4015 Ext. 106.
For more information and online registering visit: http://www.TPSUniversity.com.
Matthew Pasa, Plan Sponsor University (TPSU), http://www.tpsuniversity.com/, +1 8557554015 Ext: 117, [email protected]
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