The Continuing Education Center is led by several esteemed faculty members from the Continuing Education Center, an education and consulting firm known as the independent thought leader in the retirement services industry. Our faculty members not only develop and lead action-oriented educational sessions throughout the U.S., they are available to assist you with your own CE course development and delivery.
Jennifer Kiffmeyer, J.D.
Chief Operating Officer
Jenny began her retirement services career with Universal Pensions, Inc. (UPI), in 1993 as an IRA and retirement plans technical consultant. At UPI she held the roles of Consulting Manager, Managing Editor, and—following BISYS’ acquisition of UPI—Manager of ERISA Content. Read More
In 2004, she left BISYS to join PLANSPONSOR Institute, and eventually Continuing Education Center (RLC), in the role of Director of Educational Content. Jenny regularly contributes articles to various industry publications and newsletters, and has served on several advisory boards for professional certification programs related to the retirement services industry. She is co-author of RLC’s book, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors, winner of multiple APEX awards for communication excellence. She received her Juris Doctor in 2016, with an emphasis on ERISA law. She holds BA degrees in Communications and Anthropology from Luther College, and has completed graduate work in education at Bemidji State University in Minnesota. She maintains the PLANSPONSOR Retirement Professional designation from PLANSPONSOR Institute, and the Certified IRA Services Professional and Certified Retirement Services Professional designations from the Institute of Certified Bankers.
W. Andrew Larson, CPC
Director of Retirement Education
With 35 years of experience in the financial services industry, Andy is a respected authority, frequent lecturer and author on industry topics. Andy’s background includes managing and consulting with major recordkeeping platforms, extensive product design for plan sponsors and advanced sales support for intermediaries who work with plans. Read More
As a retirement industry executive, he ran the recordkeeping and consulting practice for Universal Pensions, Inc. (UPI), and headed the BISYS Corporate University. He has served as an adjunct professor for the Central Lakes College system in Minnesota, and provides expert witness services on numerous industry topics. Andy is co-author of RLC’s book, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors. He is a graduate of the University of St. Thomas in St. Paul, Minnesota, and maintains a Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries.
Michael Barry
Speaker
Michael P. Barry is a senior consultant and speaker with the Retirement Learning Center and President of O3 Plan Advisory Services LLC, which provides retirement plan regulatory analysis targeted at plan sponsors and those who provide services to them. Read More
O3 PAS publishes analyses of regulatory developments affecting private employer defined benefit and defined contribution plans, focusing on the challenges, opportunities, and consequences for sponsors that regulatory changes present. Mike has had over 40 years’ experience in the benefits field, in law and consulting firms, concentrating on the regulation of private employer DB and DC retirement plans.
Beginning law practice in 1976, the year that the Employee Retirement Income Security Act (ERISA) became effective, Mike has worked with and studied the evolving complexities of regulation in this heavily regulated field. Before founding Plan Advisory Services in 1998, Mike was Managing Director at Bankers Trust and, before that, a New York benefits partner at LeBeouf, Lamb, Greene & McRae. Mike’s book – Retirement Savings Policy – Past, Present, and Future, published by De|G PRESS – was published in 2018.
