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CREATED:20260223T130055Z
LAST-MODIFIED:20260413T140515Z
UID:7491-1776931200-1776952800@www.tpsuniversity.com
SUMMARY:Bellevue College\, Bellevue\, WA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program  WhenThursday\, April 23\, 20268:00AM – 2:00PM(Program begins promptly at 8:30AM) LocationBellevue CollegeU Building (Student Success Center)3000 Landerholm Cir SE\,Bellevue\, WA 98007Rooms U312/U313 ContactThe Plan Sponsor Universityregistrar@tpsuniversity.com855-755-4015 option 2 EligibilityRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company’s retirement plan.TPSU Program is not a function of the host institution ResourcesDownload AgendaDownload Speaker Bio(s)Download Driving Directions \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\nThe Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.\n\nAgenda – Speaker(s) – Driving/Parking Directions\nAgenda\nTOPICS:  \nSession 1 – The Role of The Retirement Plan Advisor  \nSession 2 – Exploring Advancements in Cybersecurity and AI \n \n Download PDF  \nSpeaker(s)\nAdjunct Lecturer\nRich HultquistRetirement Plan ConsultantSCS \nWith over 25 years in qualified retirement plan consulting and investment advisory\, I’ve built a career on fiduciary excellence\, strategic insight\, and strong client advocacy. I help plan sponsors design\, optimize\, and steward retirement plans that support participant success and align with organizational goals. \nRecognized as a leader in the retirement plan industry\, I maintain an exceptionally high client retention rate\, reflecting my focus on long-term partnerships\, proactive service\, and results-driven strategies. I work closely with plan committees\, HR leaders\, CFOs\, and executives to strengthen plan governance\, ensure fee transparency\, performrigorous investment due diligence\, and enhance participant engagement. \nI bring: \n\nDeep expertise in ERISA compliance\, fiduciary oversight\, and plan design optimization\nA consultative\, high-touch approach that builds trust and enduring relationships\nStrong partnerships with recordkeepers\, investment managers\, and TPAs\nA reputation for integrity\, innovation\, and measurable results\n\nWhether navigating complex regulations or benchmarking plan features for better outcomes\, I’m dedicated to elevatingretirement plan consulting and creating meaningful impact for organizations and their employees.  REGISTER FOR THIS PROGRAM  \nDriving and Parking Directions\n \n Download PDF
URL:https://www.tpsuniversity.com/event/bellevue-college-bellevue-wa-certified-401k-plan-fiduciary-program/
LOCATION:Bellevue College\, 3000 Landerholm Cir SE\, Bellevue\, WA\, 98007\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260429T083000
DTEND;TZID=America/Denver:20260429T143000
DTSTAMP:20260417T101136
CREATED:20260227T130018Z
LAST-MODIFIED:20260413T143744Z
UID:7893-1777451400-1777473000@www.tpsuniversity.com
SUMMARY:Arizona State University\, Phoenix\, AZ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nWednesday\, April 29\, 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: What’s Top of Mind for Plan Sponsors  \nSession 2: Longevity – Rewriting the Retirement Roadmap\nIdeas and Insight to Reshape Your Participant Education\n \n			\n							Download PDF\n					\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  \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-4/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T090000
DTEND;TZID=America/New_York:20260513T150000
DTSTAMP:20260417T101136
CREATED:20260313T120032Z
LAST-MODIFIED:20260408T153120Z
UID:7884-1778662800-1778684400@www.tpsuniversity.com
SUMMARY:Broadridge\, New York\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nWednesday\, May 13\, 2026\n9:00AM – 3:00PM\n(Program begins promptly at 9:30AM)\nLocation\nBroadridge\n41st Floor\n605 Third Avenue\nNew York\, NY 10158\nConf Rm: The Hub\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 – Retirement Perspectives – A 360-Degree View of the DC Landscape \n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nBrett S. McIlveen\nSenior Sales Executive | Retirement Services\nMarsh McLennan Agency\nIn his role as Senior Sales Executive of Retirement Services at Marsh McLennan Agency\, Brett is dedicated to enhancing the efficiency and effectiveness of retirement plans for organizations. He partners with finance\, human resources\, and benefits teams to provide comprehensive support for retirement plans\, including fiduciary guidance\, plan design\, fee analysis\, vendor management\, investment selection\, compliance\, and participant education. \nBefore joining Marsh McLennan Agency\, Brett consistently performed as a Circle of Excellence Retirement Plan Producer\, managing large market plans at ADP for over ten years. He is well-versed in capital management services. Additionally\, Brett has extensive knowledge in the not-for-profit sector\, where he manages a four-pronged approach in Uganda to support the care of more than 5\,300 refugee women and children. \nBrett holds a sociology degree from Rutgers University and possesses FINRA Series 6 and 63 licenses. \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/broadridge-new-york-ny-certified-401k-plan-fiduciary-program/
LOCATION:Broadridge\, 605 Third Avenue\, 41st Fl\, New York\, NY\, 10158\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260514T083000
DTEND;TZID=America/Halifax:20260514T143000
DTSTAMP:20260417T101136
CREATED:20260316T120010Z
LAST-MODIFIED:20260413T191013Z
UID:7311-1778747400-1778769000@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nThursday\, May 14\, 2026\n8:30AM – 2:30PM\n(Program begins promptly at 9:00AM)\nLocation\nVirginia Tech\nExecutive Briefing Center\n900 N Glebe Rd\nArlington\, VA 22203\nSecond Floor\, Ballston 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 – The Next Level Fiduciary – What You Can Do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n\n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nTom Leverone\, CPFA®\, C(k)P®\, ChFC®\, CLTC®\nSenior Vice President\nWashington Financial Group\, a division of HUB International Mid-Atlantic Inc.\nTom is a Senior Vice President at HUB Retirement and Wealth Management (formerly Washington Financial Group)\, specializing in the retirement plan market assisting with setting up and managing 401(k) plans. Tom works with companies and individuals to determine their needs and provide appropriate financial strategies. \nIn the 401(k) field\, Tom works with employers to set up and manage retirement plans that help participants prepare for retirement. He works with companies to develop strong employee education programs including onsite workshops and face-to-face meetings. Tom also works with employers to help them understand and address their fiduciary responsibilities. His team of professionals work together to help clients manage the most appropriate\, cost-effective retirement plan. Tom also leads interactive discussions and break-out sessions during The Plan Sponsor University (TPSU) programs in the Washington\, DC Metro area. \nTom is a proud member of the team that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor\, a 2022 NAPA Top DC Advisor Team as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nTom is an active volunteer in the Vienna community coaching a variety of sports teams. He is married and has four children.\n____________________________________________________________________________\nThe PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \nTo be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \nThe PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and re-enrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award. \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/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-5/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T090000
DTEND;TZID=America/New_York:20260519T150000
DTSTAMP:20260417T101136
CREATED:20260320T120004Z
LAST-MODIFIED:20260406T192654Z
UID:7781-1779181200-1779202800@www.tpsuniversity.com
SUMMARY:University of Georgia\, Atlanta\, GA  - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nTuesday\, May 19\, 2026\n9:00AM – 3:00PM\n(Program begins promptly at 9:30AM)\nLocation\nUniversity of Georgia –  Terry College of Business\nTerry Executive Education Center\n3475 Lenox Road NE\nAtlanta\, GA 30326\nTerry Executive Hall Classroom 207\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: 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary  \nSession 2: Effective Benchmarking for DC Plans \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/university-of-georgia-atlanta-ga-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T083000
DTEND;TZID=America/New_York:20260521T143000
DTSTAMP:20260417T101136
CREATED:20260323T120036Z
LAST-MODIFIED:20260406T192654Z
UID:6762-1779352200-1779373800@www.tpsuniversity.com
SUMMARY:Kansas State University Olathe\, Olathe\, KS - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nThursday\, May 21\, 2026\n8:30AM – 2:30PM\n(Program begins promptly at 9:00AM)\nLocation\nKansas State University Olathe\n22201 W. Innovation Drive\nOlathe\, Kansas 66061\nClassroom 221 A&B\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 – Cybersecurity and Artificial intelligence (AI) \n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial\nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm’s impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/kansas-state-university-olathe-olathe-ks-certified-401k-plan-fiduciary-program/
LOCATION:Kansas State University Olathe\, 22201 W. Innovation Drive\, Olathe\, KS\, 66061\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260602T090000
DTEND;TZID=America/Denver:20260602T150000
DTSTAMP:20260417T101136
CREATED:20260403T120013Z
LAST-MODIFIED:20260406T192654Z
UID:7620-1780390800-1780412400@www.tpsuniversity.com
SUMMARY:Oregon State University Portland Center\, OR - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nTuesday\, June 2\, 2026\n9:00AM – 3:00PM\n(Program begins promptly at 9:30AM)\nLocation\nOSU Portland Center\nThe Meier & Frank Building\n555 SW Morrison Street\, Suite 200\nPortland\, OR 097204\nThe Pioneer 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 – 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n\n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nPatrick Tschetter\nRetirement Plan Consultant\nMarsh McLennan Agency\nPatrick Tschetter is a seasoned retirement plan specialist with extensive experience in plan design\, fiduciary compliance\, employee education\, and investment oversight. He joined MMA in 2025 with 25+ years in the Financial Services and Investment Management industries\, helping clients optimize their retirement plans with strategic insight and a client-focused approach. \nThroughout his career\, Patrick has held key roles in retirement plan services\, brokerage\, and employee benefits at a major national firm\, as well as previous experience as a fixed-income trader and financial consultant. His deep industry knowledge enables him to navigate complex financial landscapes and provide tailored solutions that meet the evolving needs of his clients. \nOriginally from the Black Hills of South Dakota\, Patrick attended the University of South Dakota before spending 18 years in Minneapolis building his career. Since relocating to the Pacific Northwest in 2014\, he has fully embraced the region’s adventurous spirit. A passionate mountaineer\, he has successfully summited all the major volcanoes in the PNW\, including Baker\, Rainier (x3)\, Adams\, St. Helens (X3)\, Glacier Peak and Hood (x2). \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/oregon-state-university-portland-center-or-certified-401k-plan-fiduciary-program/
LOCATION:Oregon State University Portland Center\, 555 SW Morrison Street\, Suite 200\, Portland\, OR\, 97204\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T080000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260417T101136
CREATED:20260406T120030Z
LAST-MODIFIED:20260406T192653Z
UID:7413-1780560000-1780581600@www.tpsuniversity.com
SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nThursday\, June 4\, 2026\n8:00AM – 2:00PM\n(Program begins promptly at 8:30AM)\nLocation\nStonehill College\nMeehan School of Business\n124 Belmont Street\nEaston\, MA 02357\nMeehan Business\, Room 103\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 – How to Build a Successful Employee Education and Engagement Program\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/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-3/
LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260610T080000
DTEND;TZID=America/New_York:20260610T140000
DTSTAMP:20260417T101136
CREATED:20260413T120051Z
LAST-MODIFIED:20260406T192543Z
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		“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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS:\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/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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260611T083000
DTEND;TZID=America/Denver:20260611T143000
DTSTAMP:20260417T101136
CREATED:20260414T120041Z
LAST-MODIFIED:20260413T121236Z
UID:7422-1781166600-1781188200@www.tpsuniversity.com
SUMMARY:University of California Irvine\, Irvine\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program  WhenThursday\, June 11\, 20268:30AM – 2:30PM(Program begins promptly at 9:00AM) LocationUniversity of California IrvineA311 Student CenterIrvine\, CA 92697Pacific Ballroom AB ContactThe Plan Sponsor Universityregistrar@tpsuniversity.com855-755-4015 option 2 EligibilityRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company’s retirement plan.TPSU Program is not a function of the host institution ResourcesDownload AgendaDownload Speaker Bio(s)Download Driving Directions  “The use of this official seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”   The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \nAgenda – Speaker(s) – Driving/Parking Directions\nAgenda\nTOPICS: \n \n Download PDF  \nSpeaker(s)\nAdjunct Lecturer\nComing Soon. \n REGISTER FOR THIS PROGRAM  \nDriving and Parking Directions\n \n Download PDF
URL:https://www.tpsuniversity.com/event/university-of-california-irvine-irvine-ca-certified-401k-plan-fiduciary-program/
LOCATION:University of California Irvine\, Student Center\, A311 Student Center\, Irvine\, 92697\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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END:VCALENDAR