Trustee University
A Seminar for Missouri Retirement Plan TrusteesSave the date: October 15, 2024
What is Trustee University?
Trustee University gathers defined contribution plan experts to help you learn from, discuss, and grow via their experiences. Beyond meeting your state-mandated continuing education goals, this event will improve your understanding of what it means to be a plan trustee and help you answer the many questions and challenges you face.
Missouri requires all public pension funds trustees — this includes 457 and 401(a) retirement plan committee members — to complete two hours of continuing education annually. RPA’s Trustee University provides training to satisfy your mandatory requirement. JCPERS requires new trustees to complete six hours of continuing education during their first year of service, so RPA provides a special in-person training session on October 15 and three hours of guided self-study.
Our Fall 2024 session will be hosted in person at the DoubleTree by Hilton, Conference Room D, 16625 Swingley Ridge Rd., Chesterfield, MO 63017. Please park on the back side of the conference center for this event and follow signs inside the hotel for Conference Room D.
The event is open to all plan trustees in the state of Missouri. Registration is $50 per attendee, and complimentary for RPA clients.
Questions? Contact the St. Louis Regional Office team by email at ladlietrachsel@retirementplanadvisors.com or phone at 636.278.5457.
Trustee University Agenda 2024
11 AM – 12 PM
Trustee Roles and Responsibilities
With Financial Advisor Dan Harden, CFP, ChFC
For first-year trustees to meet JCPERS minimum requirements.
Returning trustees are welcome to attend.
12 – 1 PM
Lunch & Registration
1 – 1:45 PM
Market Talk
With RPA Chief Investment Officer T.J. Kistner, CFA, CAIA and ClearBridge Managing Director and Head of Economic and Market Strategy Jeffrey Schulze
1:45 – 2 PM
SECURE Act Updates: Age 60 Catch-Up & More
With RPA Client Relationship Manager Tamme Ford
2 – 2:30 PM
The Election and Your Portfolio
With Hartford Funds Managing Director of Applied Insights Dennis Scanlan
2:30 – 3 PM
Cybersecurity and AI Risk
With Nationwide Senior Consultant on Cyber Technology Risk Roy Gilliam
Register Here
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