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 Notre Dame, Notre Dame Conference Center, 123 McKenna Hall on Wednesday, September 28, 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 Notre Dame
Notre Dame Conference Center
123 McKenna Hall
Notre Dame, IN 46556
Room #100-104
Your TPSU Adjunct Lecturers – Tim Rice, C(k)P and Tim VerSchure, C(k)P
Tim Rice, Adjunct Lecturer, The Plan Sponsor University, has over 15 years of experience in the finance industry. Tim is President of Lakeside Wealth Management where he focuses on both retirement plan advising and wealth management. Tim previously was employed at Goldman Sachs as a Derivatives Specialist. He has also served in key roles at The Minute Maid Company and Hormel Foods Corporation.
Personal Accolades
- Porter County Community Foundation Advisor of the Year – 2012
- Current Board Vice Chair of the Boys and Girls Club of Porter County
- Co-Chair of $4.5 million Capital Campaign for Boys & Girls Clubs of PC
- Past Board Chair Housing Opportunities and Volunteer of the Year recipient – 2011
- The Plan Sponsor University, Adjunct Lecturer
- Northwest Indiana 20 under 40 – 2009
- 300 Most Influential Advisors – 2010 & 2011
Education & Personal Development
- Indiana University, B.S. Public Finance
- FINRA Series 7, 63, 65, Licensed in Insurance
- Certified 401(k) Professional (C(k)P®)
Tim VerSchure, Adjunct Lecturer, The Plan Sponsor University, began his career with Lakeside Wealth Management in 2008 and he now serves as head of the Retirement Plan Division. Tim oversees 140+ corporate and institutional accounts.
Personal Accolades
- Financial Times Top 401(k) Advisor 2016
- NAPA Top 50 Advisors Under 40 – 2014
- Northwest Indiana Times 20 Under 40 List – 2014
- Valparaiso Parks Foundation Board Member and Treasurer
- The Plan Sponsor University, Adjunct Lecturer
Education & Personal Development
- Purdue University, B.S. Business Management
- FINRA Series 7 & 66 and Licensed in Life and Health Insurance
- Certified 401(k) Professional (C(k)P®)
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 September 28, call 855 755 401k, and select Option # 2 or CLICK HERE TO REGISTER or send an email to [email protected].
