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DTSTART;TZID=America/New_York:20231212T083000
DTEND;TZID=America/New_York:20231212T120000
DTSTAMP:20231206T214513Z
CREATED:20231206T214356Z
LAST-MODIFIED:20231206T214513Z
UID:3602-1702369800-1702382400@www.tpsuniversity.com
SUMMARY:Virtual - Fairfield\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\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\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - The Role of The Retirement Advisor \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\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	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-fairfield-ct-certified-401k-plan-fiduciary-program/
LOCATION:PA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231130T080000
DTEND;TZID=America/New_York:20231130T140000
DTSTAMP:20231129T154646Z
CREATED:20231024T162128Z
LAST-MODIFIED:20231129T154646Z
UID:3312-1701331200-1701352800@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\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\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - The Role of The Retirement Advisor \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\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	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T083000
DTEND;TZID=America/New_York:20231114T143000
DTSTAMP:20231023T223031Z
CREATED:20231023T222642Z
LAST-MODIFIED:20231023T223031Z
UID:3302-1699950600-1699972200@www.tpsuniversity.com
SUMMARY:California State University Long Beach - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\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\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - The Role of The Retirement Advisor \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\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	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/california-state-university-long-beach-certified-401k-plan-fiduciary-program/
LOCATION:California State University Long Beach\, Pointe 1250 Bellflower Blvd\, Long Beach\, CA\, 90840\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T143000
DTSTAMP:20231023T221314Z
CREATED:20231023T221314Z
LAST-MODIFIED:20231023T221314Z
UID:3294-1698913800-1698935400@www.tpsuniversity.com
SUMMARY:George Mason University\, Fairfax\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\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\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - The Role of The Retirement Advisor \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\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	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/george-mason-university-fairfax-va-certified-401k-plan-fiduciary-program/
LOCATION:george mason\, 4400 Rivanna River Way\, Fairfax\, VA\, 22030\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T120000
DTSTAMP:20231023T205517Z
CREATED:20231023T202750Z
LAST-MODIFIED:20231023T205517Z
UID:3275-1698913800-1698926400@www.tpsuniversity.com
SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\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\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - The Role of The Retirement Advisor \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\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	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:PA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20231018T183023Z
CREATED:20230913T215018Z
LAST-MODIFIED:20231018T183023Z
UID:3170-1698825600-1698847200@www.tpsuniversity.com
SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\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\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - The Role of The Retirement Advisor \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\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	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20231018T181920Z
CREATED:20231018T161156Z
LAST-MODIFIED:20231018T181920Z
UID:3223-1698307200-1698328800@www.tpsuniversity.com
SUMMARY:The College of New Jersey\, Ewing Township\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\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\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - The Role of The Retirement Advisor \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\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	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/the-college-of-new-jersey-ewing-township-nj/
LOCATION:The College of New Jersey\, 2000 Pennington Road\, Ewing Township\, NJ\, 08628\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T080000
DTEND;TZID=America/New_York:20230919T140000
DTSTAMP:20230901T163912Z
CREATED:20230901T142746Z
LAST-MODIFIED:20230901T163912Z
UID:3098-1695110400-1695132000@www.tpsuniversity.com
SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\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\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - The Role of The Retirement Advisor \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\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	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program/
LOCATION:Villanova University West Campus – Garey Hall\, Room 10A\, Spring Mill Rd & County Line Rd\, Villanova\, PA\, 19085
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230914T083000
DTEND;TZID=America/New_York:20230914T143000
DTSTAMP:20230901T135045Z
CREATED:20230831T193605Z
LAST-MODIFIED:20230901T135045Z
UID:3066-1694680200-1694701800@www.tpsuniversity.com
SUMMARY:Roam Conference Room - Alpharetta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\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\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - The Role of The Retirement Advisor \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\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	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/roam-conference-room-alpharetta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Roam Conference Room\, 5815 Windward Pkwy\, Suite 302\, Alpharetta\, GA\, 30005
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20230901T055922Z
CREATED:20230823T003544Z
LAST-MODIFIED:20230901T055922Z
UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\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\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - The Role of The Retirement Advisor \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\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	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
END:VEVENT
END:VCALENDAR