Fiduciaries and Trustees of 401(k) Plans and Defined Benefit Plans are invited to take advantage of a half-day Fiduciary Education Opportunity being held at Thunderbird University. The program being delivered is designed for Retirement Plan Fiduciaries and Plan Trustees. This educational opportunity has been approved for 5 hours of Continuing Education Credit with human resources associations and a national accounting organization.
The Program will be held at, Thunderbird School of Global Management, in the Barbara & Craig Barrett Building – Room Auditorium 1, 15249 N 59th Ave., Glendale, AZ 85306.
The Program times are 8:30 AM to 2:30 PM on Thursday September 29, 2016 – with the Program starting promptly at 9:00 AM.
Your Adjunct Lecturer
Mr. James A. Pupillo, Adjunct Lecturer of The Plan Sponsor University (TPSU) will be instructing and moderating during the majority of the 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.
Mr. Pupillo has 30 years of experience with retirement plans and during those years he has provided both employee benefit consulting and investment advisory services with a strong focus on plan governance issues facing plan sponsors today and the future. Jim was chosen as one of America’s Top 100 (out of 7000 Investment Management Consultants screened) in 2006, 2007, 2008, 2009 2010 & 2011 and he was ranked #1 in Arizona for 2009 by Barron’s Magazine, selection related to ethical standards and professionalism.
He will deliver a portion of the content developed by The Retirement Advisor University, a collaboration with UCLA Anderson School of Management Executive Education.
The program is being held in Glendale, Arizona. There is no cost to attend, however attendees do need to register in advance since seating is limited.
The Program will be held at:
Thunderbird School of Global Management
Barbara & Craig Barrett Building
15249 N 59th Ave
Glendale, AZ 85306
Room: Auditorium 1
The Plan Sponsor University conducts these regional educational programs in an effort to create more informed retirement plan fiduciaries. To view the program agenda of the half-day, go to View TPSU Program.
The U.S. Department of Labor encourages company retirement plan fiduciaries to be proactive in their pursuit of Fiduciary Training and Education so they are positioned to be good stewards of qualified retirement plans, including 401(k) Plans.
To register or obtain additional information on the Fiduciary Education Program on March 10, call 855 755 401k, Option # 2; or go-to www.TPSUniversity.com or send an email to Registrat@TPSUniversity.com.