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
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
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
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.