Working to better educate TPA’s in the Midwest

The Great Lakes NIPA Study Group (GLNST) is being formed to provide you with

  • Presentations on current issues of importance in Qualified Plans
  • Discussion of relevant issues impacting your practice and client
  • Continuing Education Credits for Credentialed Qualified Plan Professionals
  • Networking opportunities with other Qualified Plan Professionals

In the Chicagoland area, we realize that most study groups meet in a downtown Chicago locations, which requires a travel time commitment greater than the period of the presentation or discussion. When travel time is factored in it makes the CE credits very expensive. The goal of the GLNST is to host education and networking events in and around the Chicagoland area to better serve our retirement plan community while providing you and your employees with quality presentations with a live Q & A.

Event Details

The Great Lakes NIPA Study Group invites you, your staff and/or clients to a lunch time learning session with Donna J. Seermon, Deputy Regional Director, U.S. Department of Labor. Ms. Seermon will be discussing Fiduciary Responsibility and a Fiduciary Rule Update.

A light lunch will be provided and space will be limited.

Thanks to our supporters, there will be no charge for this event.

Marcum Financial Services is providing the location. Dimensional Fund Advisors and John Hancock Retirement Plan Services are helping to cover the lunch.

When: September 7, 2017
Doors Open: 11:30
Finished: 1:00 pm
Marcum Financial Services
9 Parkway North, Suite 200

RSVP by completing the form to the right or by emailing