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 Stonehill College on Thursday, November 10, 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:
Stonehill College
Alumni Hall
320 Washington Street
Easton, MA 02357
Auditorium
Your TPSU Adjunct Lecturer – Jim Sampson, C(k)P
Jim Sampson has served the retirement plan industry for more than 19 years. Prior to joining Hilb Group, Jim served as the Director of Retirement Services at Telamon Insurance & Financial Network for six years. He also spent five years as a Pension Sales Consultant with Transamerica Retirement Services and two years as a Benefits Analyst with a local third-party administrator, George Beram & Company.
Jim has received numerous industry awards and recognitions, including:
- 2-time Finalist for the PLANSPONSOR Retirement Plan Adviser of the Year1 (2008, 2012)
- 2-time Winner of The 401kWire’s Top Advisor Award2 (Micro-Market, 2010, 2011)
- The 401kWire’s 100 Most Influential People in Defined Contribution2 (2010)
- 5-time PLANADVISER Top 100 Retirement Plan Adviser3 (2012, 2013, 2014, 2015, 2016)
- Financial Times Top 401 Retirement Advisors4 (2015)
Jim has appeared on the FOX25 Morning News in Boston on their weekly Manage Your Money segment, has been quoted on retirement plan issues in The Boston Globe, Providence Business News, PLANSPONSOR Magazine, WSJonline.com and Employee Benefit Advisor Magazine, and has been a speaker or panelist at a number of industry conferences.
Jim is a Founding Lecturer of TRAU™ – The Retirement Advisor University™, a collaboration with UCLA Anderson School of Management Executive Education, and an Adjunct Lecturer of TPSU™ – The Plan Sponsor University™. Jim has earned the Accredited Investment Fiduciary™ and Certified 401(k) Professional™ designations and earned a BS in Sport Management from the University of Massachusetts, Amherst.
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 November 10, call 855 755 401k, and select Option # 2 or CLICK HERE TO REGISTER or send an email to [email protected].
