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DTSTART;TZID=America/New_York:20260610T080000
DTEND;TZID=America/New_York:20260610T140000
DTSTAMP:20260610T094713
CREATED:20260413T120051Z
LAST-MODIFIED:20260604T195746Z
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	When\nWednesday\, June 10\, 2026\n8:00AM – 2:00PM\n(Program begins promptly at 8:30AM)\nLocation\nDeSales University\nDeSales University Center\n2755 Station Ave.\nCenter Valley\, PA 18034\nCommonwealth Room\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 Role of The Retirement Advisor  \nSession 2 – Navigating the Crosscurrents: DC Plan Legislation\, Litigation and the Road Ahead\n\n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF®\, CPFA\, C(k)P®\nSenior Vice President\nHUB Retirement & Wealth Management\nBrendan P. Speers brings more than a decade of specialized retirement plan experience to the classroom – and he speaks the language of plan sponsors because he works alongside them every day. \nAs Senior Vice President of Retirement Plans at HUB Retirement & Wealth Management\, one of the nation’s leading insurance and advisory firms\, Brendan leads a dedicated retirement plan team that serves employers across a broad range of industries and plan sizes. His practice is built on a foundational belief he has held since the earliest days of his career: that every retirement plan – regardless of size or complexity – deserves the same rigorous standard of fiduciary oversight\, investment due diligence\, and participant advocacy that has long defined the large-market institutional space. \nBefore joining HUB\, Brendan served as Partner and Director of Retirement Plan Services at Legacy Planning\, where he built and led the firm’s retirement division from the ground up. His career began working with universities\, school districts\, and hospitals on large-market retirement programs – an experience that shaped his deep respect for fiduciary process and his conviction that documentation\, governance\, and participant outcomes are never optional. \nBrendan holds the Accredited Investment Fiduciary® (AIF®) designation\, awarded by fi360; the Certified Plan Fiduciary Advisor (CPFA) credential\, issued by the National Association of Plan Advisors (NAPA); and the Certified 401(k) Professional [C(k)P®] designation\, awarded by The Plan Sponsor University – three of the most respected credentials in the retirement plan advisory profession. He earned his Bachelor of Science in Business Administration from Duquesne University’s A.J. Palumbo School of Business and holds an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. \nAs an Adjunct Lecturer with The Plan Sponsor University\, Brendan leads semi-annual in-person fiduciary training events designed specifically for plan sponsors\, HR professionals\, CFOs\, and members of plan committees. These sessions translate complex ERISA requirements\, fiduciary duties\, and plan governance best practices into actionable frameworks that attendees can apply immediately within their organizations. Participants leave with a clearer understanding of their obligations under the law – and a stronger foundation for protecting both their employees and themselves. \nContinuing education credits are available for RCH\, CPE\, HRCI\, and SHRM. Seating is limited. Plan sponsors are encouraged to register early. \n  \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n			\n							Download Driving and Parking Directions
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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DTSTART;TZID=America/New_York:20260721T080000
DTEND;TZID=America/New_York:20260721T140000
DTSTAMP:20260610T094713
CREATED:20260521T120028Z
LAST-MODIFIED:20260521T194838Z
UID:7751-1784620800-1784642400@www.tpsuniversity.com
SUMMARY:University of Buffalo\, Buffalo\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nTuesday\, July 21\, 2026\n8:00AM – 2:00PM\n(Program begins promptly at 8:30AM)\nLocation\nUniversity of Buffalo\nCenter for Tomorrow\n125 Service Center Rd\nBuffalo\, NY 14228\nCFT Ballroom\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:\n\nSession 1 -Fiduciary Duties and the 10 Things we see Plan Sponsors still not doing (or not doing right) \n Session 2 – Stop Playing Mind Games \n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nAlicia Malcolm\, CRPC®\, CRPS®\nSVP\, Senior Retirement Plan Consultant\nUBS Financial Services\nAlicia Malcolm began her career in the financial services industry in 2010. Based in Buffalo\, NY\, Alicia is a Senior Vice President at UBS Financial Services and a partner on The D’Aiutolo Malcolm & Associates Investment Consulting Group. Their group currently provides services to over 100 ERISA clients representing 60\,000 working Americans and holds greater than $6 billion in Retirement Plan Assets across 13 states. Alicia is currently the President of the National Association of Plan Advisors (NAPA) and serves on UBS’s Financial Advisor Advisory Council. \nAlicia graduated from The University at Buffalo with a Bachelor Degree of Science in Finance and Marketing\, with a minor in Economics. Alicia has been recognized Nationally throughout her career being recognized as Forbes Best-in-State Wealth Advisors (2022-2026)\, Forbes Best-in-State Wealth Management Teams (2025-2026)\, Forbes Top Women Wealth Advisors Best-in-State (2020-2026)\, NAPA Top DC Advisor Teams (2021-2026)\, NAPA Top Women Advisors (2016-2025)\, and PLANADVISER Top Retirement Plan Advisors (2018-2026). She and her husband\, John\, have two English Labradors\, Charlie and Jack\, and one cat\, Bob Scott. She enjoys almost any activity that takes her outdoors\, including golf\, running\, hiking\, biking and swimming. \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-buffalo-buffalo-ny-certified-401k-plan-fiduciary-program/
LOCATION:University of Buffalo\, 125 Service Center Rd\, Buffalo\, NY\, 14228\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260804T080000
DTEND;TZID=America/New_York:20260804T140000
DTSTAMP:20260610T094713
CREATED:20260605T120029Z
LAST-MODIFIED:20260605T122259Z
UID:7286-1785830400-1785852000@www.tpsuniversity.com
SUMMARY:Rescheduled from April 2\, 2026 - Quinnipiac University\, North Haven\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nTuesday\, August 4\, 2026\n8:00AM – 2:00PM\n(Program begins promptly at 8:30AM)\nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room\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: Session 1 – Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness\n\n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nComing Soon. \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program-2/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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