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DTSTART;TZID=America/New_York:20261105T080000
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CREATED:20260908T120037Z
LAST-MODIFIED:20261103T171157Z
UID:7973-1793865600-1793887200@www.tpsuniversity.com
SUMMARY:Penn State Great Valley\, Malvern\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n	When\nThursday\, November 5\, 2026\n8:00AM – 2:00PM\n(Program begins promptly at 8:30AM)\nLocation\nPenn State Great Valley\nMain Building\n30 E. Swedesford Rd.\nMalvern\, PA 19355\nRoom 130/131\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 retirement plan.\nTPSU Program is not a function of the host institution\nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions\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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS:  \nSession 1 – Behavioral Finance and Retirement Readiness\, Participant Outcomes  \nSession 2: Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n\n \n		Download PDF	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc.\nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza’s Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4’s Vision is to create a world without hunger! F4’s Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.”\n\nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc.\nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n		REGISTER FOR THIS PROGRAM	\n		Driving and Parking Directions\n		 \n		Download PDF
URL:https://www.tpsuniversity.com/event/penn-state-great-valley-malvern-pa-certified-401k-plan-fiduciary-program-2/
LOCATION:Penn State Great Valley\, Malvern\, PA\, 19355
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261117T083000
DTEND;TZID=America/New_York:20261117T143000
DTSTAMP:20261103T165648Z
CREATED:20260918T120031Z
LAST-MODIFIED:20261103T165648Z
UID:8608-1794904200-1794925800@www.tpsuniversity.com
SUMMARY:Arizona State University\, Phoenix\, AZ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n	When\nTuesday\, November 17\, 2026\n8:30AM – 2:30PM\n(Program begins promptly at 9:00AM)\nLocation\nArizona State University\nThunderbird School of Global Management\n401 N 1st Street\,\nPhoenix\, AZ 85004\nGlobal Forum\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 retirement plan.\nTPSU Program is not a function of the host institution\nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions\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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS:  \nSession 1 – The Ten Biggest Lies Told to 401k Plan Sponsors \nSession 2 – Elevating Your Defined Contribution Plan – Latest DC Plan Trends \n \n		Download PDF	\n		Speaker(s)\n		Adjunct Lecturer\nNicole Corning\, CFP®\, CRPC®\, AIF®\nManaging Partner\nPathlight Advisors\nI’m the Managing Partner at Pathlight Advisors\, where I help individuals and families navigate their financial journeys with clarity and confidence. A CERTIFIED FINANCIAL PLANNER®\, CRPC®\, and AIF®\, I’ve been part of Scottsdale’s finance community since 2001. \nI’m honored to be a member of the Retirement Advisor Council and grateful to have been named one of the Top Women Advisors by the National Association of Plan Advisors (NAPA)* from 2018 to 2023\, as well as a recipient of the NAPA Top Women of Excellence* award in 2024. Forbes recognized me as a Top Women Wealth Advisor* in 2022\, 2023\, 2024\, and 2025\, a Top Women Wealth Advisor Best-in-State* in 2025\, and a Best-inState Wealth Advisor* in 2025. Forbes also named my team one of Arizona’s Best-in-State Wealth Management Teams* in 2024 and 2025. \nBefore Arizona\, I worked on two presidential campaigns and several congressional races. Today\, I’m a published author and podcast host focused on empowering working mothers. My insights have been featured on the Katie Couric Show and in industry publications. \nCommunity is central to my work-I serve on the Care Fund board\, sit on NAPA’s Governmental Affairs Committee\, and am a Scottsdale Leadership alum. I graduated cum laude from UMass Amherst\, and my greatest joy is spending time with my two amazing sons. \n2023 NAPA Top Women Advisors: Awarded October 2023: Data complied by NAPA based on the time period from Jan. 2022-Dec. 2022 (Source: napa-net.org). 2022 NAPA Top Women Advisors: Awarded October 2022: Data by NAPA based on the time period from Jan. 2021- Dec. 2021 (Source: napa-net.org). 2021 NAPA Top Women Advisors: Awarded October 2021: Data compiled by NAPA based on the time period from Jan. 2020-Dec. 2020 (Source: napa-net.org). 2020 NAPA Top Women Advisors: Awarded October 2020: Data by NAPA based on the time period from Jan. 2019-Dec. 2019 (Source: napa-net.org). 2019 NAPA Top Women Advisors: Awarded October 2019: Data by NAPA based on the time period from Jan. 2018-Dec. 2018 (Source: napa-net.org). 2018 NAPA Top Women Advisors: Awarded October 2018: Data by NAPA based on the time period from Jan. 2017-Dec. 2017 (Source: napa-net.org). \n2024 NAPA Top Women of Excellence: 2024 NAPA Top Women of Excellence: Awarded October 2024; Data compiled by NAPA based on the time period from Jan. 2023 – Dec. 2023 (Source: napa-net.org). \n2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research\, LLC based on time period from 9/30/22-9/30/23 (Source Forbes.com). 2023 Forbes Top Women Wealth Advisors: Awarded 2023; Data compiled by SHOOK Research\, LLC based on the time period from 9/30/21-9/30/22 (Source Forbes.com). 2022 Forbes Top Women Wealth Advisors: Awarded 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20-9/30/21 (Source Forbes.com). \n2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com) \n2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). \n2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). \nInvestment products and services are offered through Wells Fargo Advisors Financial Network\, LLC (WFAFN)\, Member SIPC. Pathlight\nAdvisors is a separate entity from WFAFN. Wells Fargo Advisors Financial Network is not a legal or tax advisor. PM-02112027-8282614.1.1\n		REGISTER FOR THIS PROGRAM	\n		Driving and Parking Directions\n		 \n		Download PDF
URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-5/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261208T083000
DTEND;TZID=America/New_York:20261208T144500
DTSTAMP:20261103T164831Z
CREATED:20261007T120006Z
LAST-MODIFIED:20261103T164831Z
UID:8725-1796718600-1796741100@www.tpsuniversity.com
SUMMARY:University of Maryland\, College Park\, MD  - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n	When\nTuesday\, December 8\, 2026\n8:30AM – 2:45PM\n(Program begins promptly at 9:00AM)\nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall\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 retirement plan.\nTPSU Program is not a function of the host institution\nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions\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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS:  \nSession 1 – 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 – Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n		Download PDF	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency\nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n		REGISTER FOR THIS PROGRAM	\n		Driving and Parking Directions\n		 \n		Download PDF
URL:https://www.tpsuniversity.com/event/university-of-maryland-college-park-md-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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