Fiduciary Education Event – The Plan Sponsor University (TPSU) is inviting Fiduciaries and Trustees of 401(k) Plans and those working on their organization’s 403(b) or Defined Benefit Plans to take advantage of a half-day education Program being held at the University of North Florida on Tuesday, September 13, 2016, from 8:00AM to 2:00PM.
This TPSU Program has been approved for 5 hours of Continuing Education Credit with human resources associations and a national accounting organization.
The program is being delivered at:
University of North Florida
Adam W. Herbert University Center
12000 Alumni Drive
Jacksonville, FL 32224
Board of Trustees Room 1058-1
Your TPSU Adjunct Lecturer – Sean Casterline, C(k)P
Mr. Casterline, Adjunct Lecturer of The Plan Sponsor University (TPSU) will be instructing and moderating during the entire Program. The core curriculum being addressed during the day will be on the topics of Behavioral Finance, Understanding Retirement Readiness and Measuring the Impact of Outcomes for a Company Retirement Plan.
Sean Casterline has more than 20 years of experience with retirement plans. Over those years Sean has collected numerous accomplishments within the retirement industry. Most people will remember Sean as co-host of the popular syndicated radio program “Talking About your Investments”. The show was broadcast in 85 cities nationwide, including New York, San Francisco and Dallas. Sean has been published in several trade magazines, websites and in book form with “Investors Passport to Hedge Fund Profits.”
Sean earned both his Bachelors Degree in Finance and Masters Degree in Business Administration from the University of Florida. He also has the distinction of being a CFA Charter holder and was an Arbitrator for the NASD. Mr. Casterline is an active member in the University of Florida Alumni Association and has also served as a Director for the CFA-Orlando Society.
Mr. Casterline will also serve as moderator for a panel of Retirement Professionals during the half-day program. The program is being delivered at University of North Florida, Jacksonville, Florida. The Program has been approved for 5 hours of Continuing Education Credit with human resources associations and a national accounting organization. The program is being delivered at Adam W. Herbert University Center, 12000 Alumni Drive, Jacksonville, FL, 32224
– in the Board of Trustees Room – 1058-1. There is no cost to attend – however attendees do need to register in advance since seating is limited.
The Plan Sponsor University conducts these regional educational programs in an effort to create more informed retirement plan fiduciaries. To view the agenda of the half-day program, go to View TPSU Program. The Program will begin with an 8:00am Breakfast and will conclude at 2:00pm.
The TPSU Program
The core curriculum being addressed during the day will include the topics of Behavioral Finance, Understanding Retirement Readiness and Measuring the Impact of Outcomes for a Company Retirement Plan.
The U.S. Department of Labor encourages company retirement plan fiduciaries to be proactive in their pursuit of Fiduciary Training and Education so fiduciaries are positioned to be good stewards of qualified retirement plans, including 401(k) Plans.
The Plan Sponsor University conducts these regional educational programs in an effort to create more informed retirement plan fiduciaries. To view the program agenda, go to View TPSU Program.
There is no cost to attend the TPSU Education Program, however attendees do need to register in advance since seating is limited.
To register or obtain additional information on the Fiduciary Education Program on August 31 – call 855 755 401k, and select Option # 2 or CLICK HERE TO REGISTER or send an email to [email protected].
