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DTSTART;TZID=America/New_York:20260915T083000
DTEND;TZID=America/New_York:20260915T143000
DTSTAMP:20260903T134748Z
CREATED:20260717T120018Z
LAST-MODIFIED:20260903T134748Z
UID:7107-1789461000-1789482600@www.tpsuniversity.com
SUMMARY:George W. Bush Presidential Center\, Dallas\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)\n	When\nTuesday\, September 15\, 2026\n8:30AM – 2:30PM\n(Program begins promptly at 9:00AM)\nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet 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 Advisor  \n Session 2 – Pro Tips for a Pain-Free Retirement Plan Audit\n\n \n		Download PDF(opens in new tab)	\n		Speaker(s)\n		Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions\nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community.\n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n		Driving and Parking Directions\n		Download Driving and Parking Instructions(opens in new tab)
URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-5/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260917T080000
DTEND;TZID=America/New_York:20260917T140000
DTSTAMP:20260908T130221Z
CREATED:20260720T120049Z
LAST-MODIFIED:20260908T130221Z
UID:6880-1789632000-1789653600@www.tpsuniversity.com
SUMMARY:Marquette University\, Milwaukee\, WI - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)\n	When\nThursday\, September 17\, 2026\n8:00AM – 2:00PM\n(Program begins promptly at 8:30AM)\nLocation\nMarquette University\nAlumni Memorial Union\n1442 W Wisconsin Ave\nMilwaukee\, WI 53233\nRoom 157\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 – Evolution of Target Date Funds \n  \n \n		Download PDF(opens in new tab)	\n		Speaker(s)\n		Adjunct Lecturer\nTodd J. Barden\, C(k)P®\, CFP®\nFounding Partner\nGreat Lakes Retirement Plan Consultants\nTodd Barden is ESOP Total Rewards Director and Financial Wellness Innovator working closely with Plan Sponsors to help American workers retire with dignity since 1990. “Helping people retire successfully is not just a job for me\, but a passion. When employees are better prepared for retirement\, I believe everyone wins: your company\, your employees\, and society”. \nTodd has earned the significant industry designations of Certified 401(k) Professional (C(k)P® and Certified Financial Planner (CFP®). The C(k)P® designation represents the pinnacle of achievement for professional retirement advisors. Todd received the C(k)P® designation through the Retirement Advisor University (TRAU) in collaboration with UCLA Anderson School of Management’s Executive Education Program. Todd utilizes behavioral finance principles with assisting plan sponsors in their efforts to improve participant outcomes. Todd is an Adjunct Lecturer for The Plan Sponsor University (TPSU) leading interactive retirement plan fiduciary and management education. Todd attended Harvard Law School Negotiation Program to better assist Plan Sponsors with Due Diligence. Todd is a frequent national speaker on financial wellness for events hosted by National Wellness Institute (NWI)\, WICPA (Wisconsin Certified Public Accountants)\, WISHRM (Wisconsin Society of Human Resource Management)\, WELCOA\, and Institutional Investor. Current member of TEA (The ESOP Association)\, NCEO (National Center for Employee Owned)\, National Association of Stock Plan Professionals\, and Employee Stock Ownership Plans (ESOP) leading Total Rewards Communications for employee owned firms. \nWellness is a lifestyle for Todd having competed Boston/Chicago/NYC marathons\, Ironman World Championship Triathlon finisher\, Biz Times Fittest CEO winner\, and past professional Muay Thai kickboxer in Bangla Stadium Thailand. \nTodd was recognized as one of the “Top 401 Retirement Advisors” by the Financial Times1 in May of 2015. \n1The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May\, 2015). The FT 401 is based on data gathered from financial advisors\, firms\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas\, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401. \n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n		Driving and Parking Directions\n		Download Driving and Parking Instructions(opens in new tab)
URL:https://www.tpsuniversity.com/event/marquette-university-milwaukee-wi-certified-401k-plan-fiduciary-program-4/
LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260929T080000
DTEND;TZID=America/New_York:20260929T143000
DTSTAMP:20260831T193644Z
CREATED:20260727T120008Z
LAST-MODIFIED:20260831T193644Z
UID:6841-1790668800-1790692200@www.tpsuniversity.com
SUMMARY:Florida Atlantic University\, Boca Raton\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)\n	When\nTuesday\, September 29\, 2026\n8:00AM – 2:30PM\n(Program begins promptly at 8:30AM)\nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D\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 – Participant Outcomes \nSession 2 -Fiduciary Fundamentals\n\nSession 2a – Understanding the Rapidly Evolving PEP Market. What Plan Sponsors Need to Know \n \n		Download PDF(opens in new tab)	\n		Speaker(s)\n		Adjunct Lecturer\nShir Keidan McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™ \nDirector of Employer-Sponsored Retirement Plans \nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k)\, 403(b)\, and nonqualified plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality retirement plans and assisting with the management of client relationships\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. Shir continues to be recognized by the National Association of Plan Advisors and in 2024 was awarded a Top Woman Advisor and in 2025 and 2026 a Top Young Advisor. Shir’s retirement plan team at HUB South Florida was also awarded as a top DC team in 2026. \nNAPA 2024 Women of Excellence: Established in 2015\, nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners.  Nominees had to be women\, had to be retirement plan advisors with their own book of business.  Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. This award was published in October 2024. The award is based on information from May – August of 2024. \n2025 – Top Young Plan Advisors “Aces”. Established in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nThis award was announced on November 15\, 2025\, and reflects data from May – August of 2025. \n2026 – Top Young Plan Advisors “Aces” – Established in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. This award was announced on November 14\, 2026\, and reflects data from May – August of 2026. \n2026 NAPA Top DC Advisor Teams – Established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. Teams must have at least $100 million in AUA to be included. The list is based exclusively on self-reported AUA. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. This award was announced on March 18\, 2026\, and reflects data from January – March of 2026. \n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n		Driving and Parking Directions\n		Download Driving and Parking Directions(opens in new tab)
URL:https://www.tpsuniversity.com/event/florida-atlantic-university-boca-raton-fl-certified-401k-plan-fiduciary-program/
LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261006T080000
DTEND;TZID=America/Chicago:20261006T140000
DTSTAMP:20260903T143625Z
CREATED:20260807T120025Z
LAST-MODIFIED:20260903T143625Z
UID:8848-1791273600-1791295200@www.tpsuniversity.com
SUMMARY:The University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)\n	When\nTuesday\, October 6\, 2026\n8:00AM – 2:00PM\n(Program begins promptly at 8:30AM)\nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700)\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 \n Session 2 – Find Trust in the Age of AI: How to Manage the Tension Between Personalization and Privacy\n\n \n		Download PDF(opens in new tab)	\n		Speaker(s)\n		Adjunct Lecturer\nFred Reish\nDirector of ERISA Compliance and Fiduciary Strategy\nPrime Capital Financial\nFred Reish is an attorney whose practice focuses on fiduciary and best interest standards of care\, prohibited transactions\, conflicts of interest\, and retirement plan issues. He is the Director of ERISA and Fiduciary Strategy for Prime Capital Financial and he is Of Counsel at the Ferenczy Benefits Law Center. Fred has received a number of awards for his contributions to benefits education\, communication and service\,\nincluding:\n\nSelection by PLANADVISER magazine as one of the 5 “Legends” of the retirement industry and with retirement advisers.\nSelection by PLANSPONSOR magazine as one of the 15 Legends in the development of retirement plans.\nRecognition by 401kWire as one of the most influential people in the defined contribution industry in the magazine’s annual “100 Most Influential People in Defined Contribution” feature. Fred has ranked among the top six influencers every year the magazine has published the list\, and was named the most influential person in the industry in 2007.\nReceived the Eidson Founder’s Award from ASPPA for his significant contributions to that organization and\nto the benefits community.\nRecognition as one of “The Best Lawyers in America.”\nReceived the Alumni Service Award from Arizona State University.\n\nFred has written four books and over 400 articles on fiduciary responsibility\, prohibited transactions\, IRS and DOL audits\, and pension plan disputes. He co-authors a monthly column on 401(k) fiduciary responsibility and conflicts for PLANADVISER magazine. Fred is frequently quoted by both professional and public publications\, including The Wall Street Journal\, Fortune\, Forbes\, Inc.\, CFO Magazine\, New York Times\, Washington Post\, Los Angeles Times\, USA Today\, Institutional Investor\, PLANSPONSOR magazine\, and Pensions & Investments. \n1. Legends in retirement award was received in March 2011 from PLANADVISER and no compensation was involved. 2. Legends in\nDevelopment of Retirement Plans award was received in April 2008 from PLANSPONSOR and no compensation was involved. 3. “100 Most Influential People in Defined Contribution” award received in January 2014 for 2013 time frame and “most influential person in the industry” awarded in 2007 both from 401kWire and no compensation was involved. 4. Eidson Founder award was received in October 2011 for the 2011-2012 year timeframe from ASPPAA and no compensation was involved. 5. Best Lawyers in America award was received in August 2020 from Best Lawyers and no compensation was involved. 6. Alumni Service award was received in 1994 from Arizona State University and no compensation was in volved. This information does not constitute legal or tax ad vice. Prime Capital Investment Advisors\, (“PCIA”) and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal\, tax\, or accounting regarding the applicability of this information for their situations. Advisory 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		REGISTER FOR THIS PROGRAM(opens in new tab)	\n		Driving and Parking Directions\n		 \n		Download PDF
URL:https://www.tpsuniversity.com/event/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20261007T090000
DTEND;TZID=America/Denver:20261007T151500
DTSTAMP:20260903T144414Z
CREATED:20260807T120024Z
LAST-MODIFIED:20260903T144414Z
UID:6941-1791363600-1791386100@www.tpsuniversity.com
SUMMARY:Rescheduled from March 12\, 2026  - University of San Diego\, San Diego\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)\n	When\nWednesday\, October 7\, 2026\n9:00AM – 3:15PM\n(Program begins promptly at 9:30AM)\nLocation\nUniversity of San Diego\nJoan B. Kroc School of Peace Studies\n5555 Marian Way\nSan Diego\, CA 92110\nConference Room KIPJ CD\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(opens in new tab)	\n		Speaker(s)\n		Adjunct Lecturer\nRyan Stover\, CFP®\, AIFA®\nExecutive Vice President\,\nRetirement Services\nMarsh McLennan Agency\nRyan joined Marsh McLennan Agency (MMA) in 2012 and became a Principal in 2016. Ryan has over 18 years in the financial services industry. Prior to joining MMA\, Ryan spent 9 years with Deloitte Consulting serving corporate and government clients across the country. \nRyan has established a reputation for expertise in the areas of fiduciary best practice\, plan governance\, investment due diligence\, benchmarking\, negotiations\, and comprehensive employee education programs. As a recognized retirement plan expert\, Ryan has been a featured speaker and panelist at many retirement plan conferences as well as seminars and broadcasts throughout the country. Topics have included effective plan design\, trends in behavioral finance and effective employee engagement. Ryan is an active member of the Defined Contribution Institutional Investment Association (DCIIA) and sits on advisory councils for major retirement plan providers. \nRyan earned a B.S. in Engineering from the California Polytechnic State University\, San Luis Obispo\, CA. He is a Certified Financial PlannerTM\, and Accredited Investment Fiduciary Analyst. Ryan also holds a Series 7\, 63\, and 65 securities licenses through FINRA and Life & Variable licenses with the California Department of Insurance. \n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n		Driving and Parking Directions\n		 \n		Download Driving and Parking Instructions(opens in new tab)
URL:https://www.tpsuniversity.com/event/university-of-san-diego-san-diego-ca-certified-401k-plan-fiduciary-program-2/
LOCATION:University of San Diego\, 5555 Marian Way\, San Diego\, CA\, 92110\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261014T080000
DTEND;TZID=America/New_York:20261014T140000
DTSTAMP:20260903T145039Z
CREATED:20260817T120031Z
LAST-MODIFIED:20260903T145039Z
UID:7255-1791964800-1791986400@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)\n	When\nWednesday\, October 14\, 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: Session 1 – The Role of The Retirement Advisor \n \n		Download PDF	\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		REGISTER FOR THIS PROGRAM(opens in new tab)	\n		Driving and Parking Directions\n		Download Driving and Parking Directions(opens in new tab)
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-7/
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/Halifax:20261015T083000
DTEND;TZID=America/Halifax:20261015T143000
DTSTAMP:20260903T151057Z
CREATED:20260817T120021Z
LAST-MODIFIED:20260903T151057Z
UID:7318-1792053000-1792074600@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)\n	When\nThursday\, October 15\, 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		Download PDF	\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		REGISTER FOR THIS PROGRAM(opens in new tab)	\n		Driving and Parking Directions\n		Download Driving and Parking Directions(opens in new tab)
URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-6/
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/Los_Angeles:20261020T080000
DTEND;TZID=America/Los_Angeles:20261020T140000
DTSTAMP:20260903T191416Z
CREATED:20260821T120025Z
LAST-MODIFIED:20260903T191416Z
UID:7590-1792483200-1792504800@www.tpsuniversity.com
SUMMARY:University of Puget Sound\, Tacoma\, WA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)\n	When\nTuesday\, October 20\, 2026\n8:00AM – 2:00PM\n(Program begins promptly at 8:30AM)\nLocation\nUniversity of Puget Sound\nWheelock Student Center\n3209 N 15th St\,\nTacoma\, WA 98406\nRotunda 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 Role of The Retirement Plan Advisor\n\n \n		Download PDF	\n		Speaker(s)\n		Adjunct Lecturer\nRich Hultquist\nRetirement Plan Consultant\nSCS\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\, perform rigorous 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 elevating retirement plan consulting and creating meaningful impact for organizations and their employees. \n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n		Driving and Parking Directions\n		Download Driving and Parking Directions(opens in new tab)
URL:https://www.tpsuniversity.com/event/university-of-puget-sound-tacoma-wa-certified-401k-plan-fiduciary-program/
LOCATION:University of Puget Sound\, 3209 N 15th St\, Tacoma\, WA\, 98406\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20261028T080000
DTEND;TZID=America/Halifax:20261028T140000
DTSTAMP:20260831T200911Z
CREATED:20260828T120022Z
LAST-MODIFIED:20260831T200911Z
UID:8160-1793174400-1793196000@www.tpsuniversity.com
SUMMARY:Howard Community College\, Columbia\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)\n	When\nWednesday\, October 28\, 2026\n8:00AM – 2:00PM\n(Program begins promptly at 8:30AM)\nLocation\nHoward Community College\nDuncan Hall (1st Fl.)\n10901 Little Patuxent Parkway\nColumbia\, MD 21044\nKittleman Room (DH-100)\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 – Behavioral Finance\, Retirement Readiness\, Participant Outcomes\n\n \n		Download PDF	\n		Speaker(s)\n		Adjunct Lecturer\nComing Soon. \n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n		Driving and Parking Directions\n		 \n		Download PDF
URL:https://www.tpsuniversity.com/event/howard-community-college-columbia-md-certified-401k-plan-fiduciary-program/
LOCATION:Howard Community College\, 10901 Little Patuxent Parkway\, Columbia\, MD\, 21044\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261105T080000
DTEND;TZID=America/New_York:20261105T140000
DTSTAMP:20260908T125214Z
CREATED:20260908T120037Z
LAST-MODIFIED:20260908T125214Z
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(opens in new tab)\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: Session 1 – Behavioral Finance and Retirement Readiness\, Participant Outcomes\n\n \n		Download PDF(opens in new tab)	\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(opens in new tab)	\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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END:VCALENDAR