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DTSTART;TZID=America/New_York:20260610T080000
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UID:7247-1781078400-1781100000@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, July 23\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:00AM) \nLocation\nUniversity of South Florida\nMarshall Student Center\n4202 E. Fowler Ave\nTampa\, FL 33620\nRoom 2709 \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's health care plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\n \nSession 1 - Would You Build a House This Way? Creating a Framework for Your Health Plan  \nSession 2 - Healthcare Under Pressure: Regulation\, Litigation\, and the New Employer Reality \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJamie Greenleaf\, AIF®\, CBFA\nFiduciary Consultant and Principal\nGreenleaf Advisors \nJamie Greenleaf\, AIF®\, CBFA is a Fiduciary Consultant and Principal of Greenleaf Advisors\, as well as Co-Founder of Fiduciary In A Box. She is dedicated to helping employers implement disciplined\, defensible fiduciary processes for ERISA-governed health plans—improving outcomes for both organizations and their employees. \nJamie’s mission is to reduce risk\, ensure compliance\, and drive stronger financial outcomes through proactive oversight\, education\, and transparency. With a distinguished foundation in retirement plan fiduciary governance\, she brings that same rigor and structure to the healthcare space\, guiding employers to design and manage high-quality\, cost-effective benefit programs. \nA recognized industry thought leader\, Jamie\, is a sought-after speaker and has delivered keynote presentations at leading conferences. She is also the recipient of the Marshall Allen Legacy Award for her contributions to advancing fiduciary best practices. \nJamie is passionate about transforming benefits from a cost center into a strategic asset\, making them more meaningful\, transparent\, and sustainable for employers and the people they serve. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-6/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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