Plan Design and Behavioral Finance


The Plan Sponsor University (TPSU) Adjunct Lecturer, Andrea Vassilliadis recently instructed retirement plan trustees and plan fiduciaries at a Fiduciary Training Program on the Bentley University campus in Waltham, MA.

Ms. Vassiliiadis addressed the topics of Behavioral Finance, Retirement Readiness and Methodologies for Measuring the Outcomes of a qualified retirement plan.  The Education Program is structured to walk plan sponsor attendees through the benefits of designing a plan using the concepts learned through The Retirement Advisor University. The intended results are to have plan participants make or default into prudent decisions for their own retirement.

Each TPSU Adjunct Lecturer has either earned the C(k)P Designation a collaboration between The Retirement Advisor University and UCLA Anderson School of Management Executive Education, or they are enrolled in the program to obtain the designation within 24 months.  Andrea’s extensive experience as a Third Party Administrator (TPA), Investment Advisor and Communications Specialist position her to deliver a high-quality learning experience for retirement plan fiduciaries.  There are benefits that accrue to the Plan Sponsor who utilizes a Retirement Plan Advisor who has a strong knowledge base of recordkeeping, administration and investments.

Andrea is a member of the Cafaro Greenleaf, a second-generation firm and an award-winning recognized expert in the retirement plan industry.  Carafo Greenleaf’s headquarters is in New Jersey with regional offices in Maryland, Massachusetts South Carolina and Texas.

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