United States

McGladrey Partner Managing Director Rosemarie Panico-Marino Selected as Instructor for The Retirement Advisor University at UCLA


Chicago, IL -- TRAU™-The Retirement Advisor University™ at UCLA Anderson School of Management Executive Education has selected McGladrey’s Chicago-based Rosemarie Panico-Marino as one of fewer than 40 financial advisors and retirement professionals from across the nation to be a “Founding Lecturer” instructor.

TRAU’s Founding Lecturers are dedicated to educating other financial professionals who are in the process of becoming Certified 401(k) Professionals™ byattaining their C(k)P™ designation. In her role as partner/managing director with McGladrey, Panico-Marino leads one of the nation’s leading assurance, tax and consulting firms’ retirement services efforts.

“A financial advisor will have a tremendous impact, positive or negative, for both the employer and the quality of retirement for each employee participating in the plans they manage,” said Fred Barstein,executive director of TRAU. “The goal of the C(k)P is to give employers a simple and straight forward way to be sure they are choosing a qualified financial advisor.” .

Panico-Marino gathered with other Founding Lecturers in Los Angeles CA in June for The Retirement Advisor University 2010 Founding Lecturer Symposium, where they attended exclusive sessions led by UCLA Anderson professors, and shared input on the TRAU curriculum. TRAU Founding Lecturers were chosen based on a number of factors, including their experience and accomplishments in the retirement industry, being named on industry lists such as the 300 Most Influential Advisors in Defined Contribution as recognized by The 401kWire, and a rigorous interview process.

TRAU at UCLA Anderson Executive Education grants the C(k)P, a designation that distinguishes financial professionals who have demonstrated the knowledge and ability to positively affect the retirement outcome for participants in company retirement plans. "As retirement challenges grow in the U.S., the need for leadership, strategy, and execution becomes increasingly more important,” said Kelly Bean, assistant dean of UCLA Anderson Executive Education. “Together with UCLA Anderson’s unparalleled faculty, The Retirement Advisor University can fulfill that need with energy, focus, and an innovative learning solution."

The C(k)P is one the most time-intensive designations for financial professionals, taking an average of approximately two years to obtain. The curriculum and includes on-campus sessions at UCLA Anderson, online courses, mentoring, completion of numerous tests, two extensive exams and submission of a case study demonstrating the application of knowledge learned. The three levels of training include four areas of study: Technical Competence, Optimizing Plan Outcomes, Management & Business, and Sales & Marketing.

About The Retirement Advisor University (TRAU)
TRAU at UCLA Anderson Executive Education is the first company retirement plan management certification program offered in cooperation with a nationally-recognized institution of higher learning. The Mission of The Retirement Advisor University at UCLA Anderson Executive Education is to empower financial professionals focused on the defined contribution and 401(k) industry, with the qualifications and skill sets necessary to deliver on the promise of a secure retirement for plan sponsors and participants. To learn more about TRAU visit www.TRAUniv.com

About UCLA Anderson Executive Education
UCLA Anderson Executive Education has been a leader in executive education since 1954. The school offers more than 40 programs, including open enrollment programs that focus on leadership, general and functional management, and strategic vision, as well as custom programs designed in collaboration with leading organizations to meet their specific business objectives. To learn more about UCLA Anderson Executive Education, please visit http://www.anderson.ucla.edu/x24218.xml

About McGladrey
McGladrey is the brand under which RSM McGladrey, Inc., and McGladrey & Pullen, LLP, serve clients’ business needs. Together, they rank as the fifth largest U.S. provider of assurance, tax and consulting services, with 7,000 professionals and associates in nearly 90 offices. The two firms operate as separate legal entities in an alternative practice structure. McGladrey & Pullen is a licensed CPA firm that provides assurance services. RSM McGladrey is a leading professional services firm providing tax and consulting services. Both firms are members of RSM International, the sixth largest global network of independent accounting, tax and consulting firms. For more information, visit the McGladrey website at www.mcgladrey.com, join our Facebook fan page at McGladrey News and/or follow us on Twitter @McGladrey.


Terri Andrews
Director, National Public Relations



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