DePaul University will again be hosting The Plan Sponsor University (TPSU) on Tuesday, December 15, 2015 from 8:30AM – 2:30PM. The TPSU Adjunct Lecturer is scheduled to deliver the 5 Session Program which is designed for Retirement Plan Fiduciaries or Trustees of 401(k) Plans, 403(b) Plans or defined benefit plans. Enroll here.
The Curriculum for the DePaul Program will focus on Behavioral Finance, Retirement Readiness and Outcome Measurement. The day will include guest speakers from Putnam Investments, JP Morgan, Columbia Threadneedle Investments and Oppenheimer Investments. Panel topics will include Fees and Fiduciary Best Practices. Janus Capital Group will deliver the Keynote Presentation for the day which will address current industry Fiduciary Failures. See full agenda or see below.
The program has been approved for 5 hours of SHRM Continuing Education Credit and 5 hours of HRCI Continuing Education Credit.
Seating is limited. To register for the TPSU Program being held at DePaul University, Naperville Campus call 855.755.4015, then select “option 2” or email: [email protected] .
| 8:30am – 9:00am | Breakfast – Registration & Sign-In |
| 9:00am – 9:15am | Video Introduction to The Plan Sponsor University Fred Barstein, The Plan Sponsor University |
| 9:15am – 10:00am | Session 1 |
| Behavioral Finance, Retirement Readiness & Outcome Measurement Jordan Gelb, Merrill Lynch |
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| 10:00am – 10:45am | Session 2 |
| Keynote Presentation Fiduciary Failures Eric Magyar, Janus Capital Group |
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| 10:45am – 11:00am | Break |
| 11:00am – 11:45am | Session 3 |
| Panel Discussion with Industry Professionals Moderator: Jordan Gelb, Merrill Lynch Panelists: Daniel Noschese, Putnam Investments Michael Daley, OppenheimerFunds John D’Agostino, JP Morgan Steven Spurling, Columbia Threadneedle Investments |
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| 11:45am – 12:00pm | Pick up your Lunch |
| 12:00am – 1:30pm | Session 4 |
| What is Working in Today’s 401(k) Plans? What is not Working in Today’s 401(k) Plans? (Working Lunch) |
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| 1:30pm – 2:15pm | Session 5 |
| The IDEAL Plan – Interactive Discussion | |
| 2:15pm – 2:30pm | The C(k)PF Designation & Closing Statements |
