Agenda  -  Speaker(s)  -  Driving/Parking Directions

Agenda

8:30am - 9:00am	Breakfast - Registration & Sign-In
9:00am - 9:20am	Introduction to The Plan Sponsor University
9:20am - 10:20am	Session 1
	Presentation by the Adjunct Lecturer Behavioral Finance Retirement Readiness Participant Outcomes
10:20am - 10:35am	Break
10:35am - 11:20am	Session 2
	Keynote Presentation
11:20am - 12:05pm	Session 3
	Panel Discussion with Industry Professionals Moderator: Adjunct Lecturer
12:05pm - 12:20pm	Pick up your Lunch
12:20pm - 1:45pm	Session 4
	What is Working in Today's 401(k) Plans? What is not Working in Today's 401(k) Plans? (Working Lunch)
1:45pm - 2:15pm	Session 5
	The IDEAL Plan - Interactive Discussion
2:15pm - 2:30pm	The C(k)PF Designation & Closing Statements
	Agenda Subject to Change

Speaker(s)

Adjunct Lecturer

Charles Merrick, C(k)P®, CRPS®, AIF®
RCM&D, Retirement Services

Charles “Chip” Merrick is a member of RCM&D’s Retirement Services practice and works with a variety of retirement plan types.  As part of the team he uses his vast knowledge and prior experience to provide in-depth advice and the highest level of service to his clients. As a Sales Executive, Chip provides investment and retirement plan consulting for 401(k), 403(b), DB and NQDC plans.  He collaborates closely with his clients to offer independent and objective advice regarding their retirement plans.  Chip also provides fiduciary guidance and protection related to investment monitoring, fee benchmarking, IPS enhancement, RFP searches and plan design.
 
Prior to joining RCM&D, Chip worked as a retirement plan consultant for more than 15 years, holding positions as a regional retirement director for Legg Mason, Citi Smith Barney and Morgan Stanley, and as a retirement plan consultant for Bolton Partners. In his previous roles, Chip honed his consultative approach and worked with plan sponsors on a variety of needs including provider search, plan benchmarking, investment analysis and asset allocation, fiduciary oversight, plan design, and regulatory updates.
 
Chip earned his Bachelor of Arts degree in History from Washington College and holds FINRA Series 7 and 63 and Life, Accident and Health Insurance licenses along with both the C(k)P®, CRPS® and AIF® designations.

 

Driving and Parking Directions

COMING SOON!
 

The use of this seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval.

The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.