BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//TPSU - The Plan Sponsor University - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:TPSU - The Plan Sponsor University
X-ORIGINAL-URL:https://www.tpsuniversity.com
X-WR-CALDESC:Events for TPSU - The Plan Sponsor University
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T083000
DTEND;TZID=America/New_York:20231114T143000
DTSTAMP:20260419T212232
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\, February 14\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nFritz Knoebel School of Hospitality\n2044 E. Evans Ave.\, Suite 222\nDenver\, CO 80210\nTuscan Ballroom \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\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:  \nSession 1 - Behavioral Finance\, Retirement Readiness\, Participant Outcomes\n \nSession 2 - Top Defined Contribution (DC) Trends and Developments \n \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\nMark Tonelli\, AIF ®\nSenior Vice President\nHUB International \nMark Tonelli is focused on delivering retirement solutions that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s expertise with\ndeveloping a sound governance process\, implementing best practice fiduciary processes\, providing unique access to education\, promoting disciplined savings opportunities\, and offering a robust benefit to employees. Clients rely on Mark as a trusted advisor who puts the interest of his clients first and to share his knowledge and experience to address challenges. \nWith more than 25 years of industry experience\, Mark is well versed in serving the retirement needs of investment committees and plan sponsors. He spent 16 years working at Fidelity Investments\nfollowed by his starting a practice which was eventually bought by HUB International in 2018. He earned the Accredited Investment Fiduciary (AIF®) designation which demonstrates his commitment to partnering with plan sponsors to implement prudent processes and policies within their retirement plans\, and as a leader in his field\, he is often asked to share his insights and perspective on various panels\, advisory boards and committees. \nHe received his B.S. in Entrepreneurial and Small Business Operations from Northeastern University and attended Northwestern University’s Kellogg School of Management. Mark holds FINRA Series 6\, 7\, and 63 securities registrations through LPL Financial\, the Series 66 through LPL Financial and Sheridan Road Advisors\, as well as a health and life insurance license. Mark has also been named one of the top 401 Retirement Plan Advisors by the Financial Times in 2016 and 2018\, as well as one of the top 100 Retirement Plan Advisors by PLANADVISOR in 2016\, 2017\, and 2019. \nMark enjoys spending his free time with his family and friends and if that includes skiing in the winter and golfing in the summer\, even better! \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					\n						Download Driving and Parking Instructions
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:20260419T212232
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\, February 14\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nFritz Knoebel School of Hospitality\n2044 E. Evans Ave.\, Suite 222\nDenver\, CO 80210\nTuscan Ballroom \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\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:  \nSession 1 - Behavioral Finance\, Retirement Readiness\, Participant Outcomes\n \nSession 2 - Top Defined Contribution (DC) Trends and Developments \n \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\nMark Tonelli\, AIF ®\nSenior Vice President\nHUB International \nMark Tonelli is focused on delivering retirement solutions that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s expertise with\ndeveloping a sound governance process\, implementing best practice fiduciary processes\, providing unique access to education\, promoting disciplined savings opportunities\, and offering a robust benefit to employees. Clients rely on Mark as a trusted advisor who puts the interest of his clients first and to share his knowledge and experience to address challenges. \nWith more than 25 years of industry experience\, Mark is well versed in serving the retirement needs of investment committees and plan sponsors. He spent 16 years working at Fidelity Investments\nfollowed by his starting a practice which was eventually bought by HUB International in 2018. He earned the Accredited Investment Fiduciary (AIF®) designation which demonstrates his commitment to partnering with plan sponsors to implement prudent processes and policies within their retirement plans\, and as a leader in his field\, he is often asked to share his insights and perspective on various panels\, advisory boards and committees. \nHe received his B.S. in Entrepreneurial and Small Business Operations from Northeastern University and attended Northwestern University’s Kellogg School of Management. Mark holds FINRA Series 6\, 7\, and 63 securities registrations through LPL Financial\, the Series 66 through LPL Financial and Sheridan Road Advisors\, as well as a health and life insurance license. Mark has also been named one of the top 401 Retirement Plan Advisors by the Financial Times in 2016 and 2018\, as well as one of the top 100 Retirement Plan Advisors by PLANADVISOR in 2016\, 2017\, and 2019. \nMark enjoys spending his free time with his family and friends and if that includes skiing in the winter and golfing in the summer\, even better! \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					\n						Download Driving and Parking Instructions
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:20260419T212232
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\, February 14\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nFritz Knoebel School of Hospitality\n2044 E. Evans Ave.\, Suite 222\nDenver\, CO 80210\nTuscan Ballroom \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\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:  \nSession 1 - Behavioral Finance\, Retirement Readiness\, Participant Outcomes\n \nSession 2 - Top Defined Contribution (DC) Trends and Developments \n \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\nMark Tonelli\, AIF ®\nSenior Vice President\nHUB International \nMark Tonelli is focused on delivering retirement solutions that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s expertise with\ndeveloping a sound governance process\, implementing best practice fiduciary processes\, providing unique access to education\, promoting disciplined savings opportunities\, and offering a robust benefit to employees. Clients rely on Mark as a trusted advisor who puts the interest of his clients first and to share his knowledge and experience to address challenges. \nWith more than 25 years of industry experience\, Mark is well versed in serving the retirement needs of investment committees and plan sponsors. He spent 16 years working at Fidelity Investments\nfollowed by his starting a practice which was eventually bought by HUB International in 2018. He earned the Accredited Investment Fiduciary (AIF®) designation which demonstrates his commitment to partnering with plan sponsors to implement prudent processes and policies within their retirement plans\, and as a leader in his field\, he is often asked to share his insights and perspective on various panels\, advisory boards and committees. \nHe received his B.S. in Entrepreneurial and Small Business Operations from Northeastern University and attended Northwestern University’s Kellogg School of Management. Mark holds FINRA Series 6\, 7\, and 63 securities registrations through LPL Financial\, the Series 66 through LPL Financial and Sheridan Road Advisors\, as well as a health and life insurance license. Mark has also been named one of the top 401 Retirement Plan Advisors by the Financial Times in 2016 and 2018\, as well as one of the top 100 Retirement Plan Advisors by PLANADVISOR in 2016\, 2017\, and 2019. \nMark enjoys spending his free time with his family and friends and if that includes skiing in the winter and golfing in the summer\, even better! \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					\n						Download Driving and Parking Instructions
URL:https://www.tpsuniversity.com/event/virtual-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:CO
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260419T212232
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\, February 14\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nFritz Knoebel School of Hospitality\n2044 E. Evans Ave.\, Suite 222\nDenver\, CO 80210\nTuscan Ballroom \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\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:  \nSession 1 - Behavioral Finance\, Retirement Readiness\, Participant Outcomes\n \nSession 2 - Top Defined Contribution (DC) Trends and Developments \n \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\nMark Tonelli\, AIF ®\nSenior Vice President\nHUB International \nMark Tonelli is focused on delivering retirement solutions that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s expertise with\ndeveloping a sound governance process\, implementing best practice fiduciary processes\, providing unique access to education\, promoting disciplined savings opportunities\, and offering a robust benefit to employees. Clients rely on Mark as a trusted advisor who puts the interest of his clients first and to share his knowledge and experience to address challenges. \nWith more than 25 years of industry experience\, Mark is well versed in serving the retirement needs of investment committees and plan sponsors. He spent 16 years working at Fidelity Investments\nfollowed by his starting a practice which was eventually bought by HUB International in 2018. He earned the Accredited Investment Fiduciary (AIF®) designation which demonstrates his commitment to partnering with plan sponsors to implement prudent processes and policies within their retirement plans\, and as a leader in his field\, he is often asked to share his insights and perspective on various panels\, advisory boards and committees. \nHe received his B.S. in Entrepreneurial and Small Business Operations from Northeastern University and attended Northwestern University’s Kellogg School of Management. Mark holds FINRA Series 6\, 7\, and 63 securities registrations through LPL Financial\, the Series 66 through LPL Financial and Sheridan Road Advisors\, as well as a health and life insurance license. Mark has also been named one of the top 401 Retirement Plan Advisors by the Financial Times in 2016 and 2018\, as well as one of the top 100 Retirement Plan Advisors by PLANADVISOR in 2016\, 2017\, and 2019. \nMark enjoys spending his free time with his family and friends and if that includes skiing in the winter and golfing in the summer\, even better! \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					\n						Download Driving and Parking Instructions
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:20260419T212232
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\, February 14\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nFritz Knoebel School of Hospitality\n2044 E. Evans Ave.\, Suite 222\nDenver\, CO 80210\nTuscan Ballroom \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\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:  \nSession 1 - Behavioral Finance\, Retirement Readiness\, Participant Outcomes\n \nSession 2 - Top Defined Contribution (DC) Trends and Developments \n \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\nMark Tonelli\, AIF ®\nSenior Vice President\nHUB International \nMark Tonelli is focused on delivering retirement solutions that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s expertise with\ndeveloping a sound governance process\, implementing best practice fiduciary processes\, providing unique access to education\, promoting disciplined savings opportunities\, and offering a robust benefit to employees. Clients rely on Mark as a trusted advisor who puts the interest of his clients first and to share his knowledge and experience to address challenges. \nWith more than 25 years of industry experience\, Mark is well versed in serving the retirement needs of investment committees and plan sponsors. He spent 16 years working at Fidelity Investments\nfollowed by his starting a practice which was eventually bought by HUB International in 2018. He earned the Accredited Investment Fiduciary (AIF®) designation which demonstrates his commitment to partnering with plan sponsors to implement prudent processes and policies within their retirement plans\, and as a leader in his field\, he is often asked to share his insights and perspective on various panels\, advisory boards and committees. \nHe received his B.S. in Entrepreneurial and Small Business Operations from Northeastern University and attended Northwestern University’s Kellogg School of Management. Mark holds FINRA Series 6\, 7\, and 63 securities registrations through LPL Financial\, the Series 66 through LPL Financial and Sheridan Road Advisors\, as well as a health and life insurance license. Mark has also been named one of the top 401 Retirement Plan Advisors by the Financial Times in 2016 and 2018\, as well as one of the top 100 Retirement Plan Advisors by PLANADVISOR in 2016\, 2017\, and 2019. \nMark enjoys spending his free time with his family and friends and if that includes skiing in the winter and golfing in the summer\, even better! \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					\n						Download Driving and Parking Instructions
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:20260419T212232
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\, February 14\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nFritz Knoebel School of Hospitality\n2044 E. Evans Ave.\, Suite 222\nDenver\, CO 80210\nTuscan Ballroom \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\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:  \nSession 1 - Behavioral Finance\, Retirement Readiness\, Participant Outcomes\n \nSession 2 - Top Defined Contribution (DC) Trends and Developments \n \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\nMark Tonelli\, AIF ®\nSenior Vice President\nHUB International \nMark Tonelli is focused on delivering retirement solutions that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s expertise with\ndeveloping a sound governance process\, implementing best practice fiduciary processes\, providing unique access to education\, promoting disciplined savings opportunities\, and offering a robust benefit to employees. Clients rely on Mark as a trusted advisor who puts the interest of his clients first and to share his knowledge and experience to address challenges. \nWith more than 25 years of industry experience\, Mark is well versed in serving the retirement needs of investment committees and plan sponsors. He spent 16 years working at Fidelity Investments\nfollowed by his starting a practice which was eventually bought by HUB International in 2018. He earned the Accredited Investment Fiduciary (AIF®) designation which demonstrates his commitment to partnering with plan sponsors to implement prudent processes and policies within their retirement plans\, and as a leader in his field\, he is often asked to share his insights and perspective on various panels\, advisory boards and committees. \nHe received his B.S. in Entrepreneurial and Small Business Operations from Northeastern University and attended Northwestern University’s Kellogg School of Management. Mark holds FINRA Series 6\, 7\, and 63 securities registrations through LPL Financial\, the Series 66 through LPL Financial and Sheridan Road Advisors\, as well as a health and life insurance license. Mark has also been named one of the top 401 Retirement Plan Advisors by the Financial Times in 2016 and 2018\, as well as one of the top 100 Retirement Plan Advisors by PLANADVISOR in 2016\, 2017\, and 2019. \nMark enjoys spending his free time with his family and friends and if that includes skiing in the winter and golfing in the summer\, even better! \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					\n						Download Driving and Parking Instructions
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:20260419T212232
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\, February 14\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nFritz Knoebel School of Hospitality\n2044 E. Evans Ave.\, Suite 222\nDenver\, CO 80210\nTuscan Ballroom \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\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:  \nSession 1 - Behavioral Finance\, Retirement Readiness\, Participant Outcomes\n \nSession 2 - Top Defined Contribution (DC) Trends and Developments \n \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\nMark Tonelli\, AIF ®\nSenior Vice President\nHUB International \nMark Tonelli is focused on delivering retirement solutions that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s expertise with\ndeveloping a sound governance process\, implementing best practice fiduciary processes\, providing unique access to education\, promoting disciplined savings opportunities\, and offering a robust benefit to employees. Clients rely on Mark as a trusted advisor who puts the interest of his clients first and to share his knowledge and experience to address challenges. \nWith more than 25 years of industry experience\, Mark is well versed in serving the retirement needs of investment committees and plan sponsors. He spent 16 years working at Fidelity Investments\nfollowed by his starting a practice which was eventually bought by HUB International in 2018. He earned the Accredited Investment Fiduciary (AIF®) designation which demonstrates his commitment to partnering with plan sponsors to implement prudent processes and policies within their retirement plans\, and as a leader in his field\, he is often asked to share his insights and perspective on various panels\, advisory boards and committees. \nHe received his B.S. in Entrepreneurial and Small Business Operations from Northeastern University and attended Northwestern University’s Kellogg School of Management. Mark holds FINRA Series 6\, 7\, and 63 securities registrations through LPL Financial\, the Series 66 through LPL Financial and Sheridan Road Advisors\, as well as a health and life insurance license. Mark has also been named one of the top 401 Retirement Plan Advisors by the Financial Times in 2016 and 2018\, as well as one of the top 100 Retirement Plan Advisors by PLANADVISOR in 2016\, 2017\, and 2019. \nMark enjoys spending his free time with his family and friends and if that includes skiing in the winter and golfing in the summer\, even better! \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					\n						Download Driving and Parking Instructions
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:20260419T212232
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\, February 14\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nFritz Knoebel School of Hospitality\n2044 E. Evans Ave.\, Suite 222\nDenver\, CO 80210\nTuscan Ballroom \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\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:  \nSession 1 - Behavioral Finance\, Retirement Readiness\, Participant Outcomes\n \nSession 2 - Top Defined Contribution (DC) Trends and Developments \n \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\nMark Tonelli\, AIF ®\nSenior Vice President\nHUB International \nMark Tonelli is focused on delivering retirement solutions that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s expertise with\ndeveloping a sound governance process\, implementing best practice fiduciary processes\, providing unique access to education\, promoting disciplined savings opportunities\, and offering a robust benefit to employees. Clients rely on Mark as a trusted advisor who puts the interest of his clients first and to share his knowledge and experience to address challenges. \nWith more than 25 years of industry experience\, Mark is well versed in serving the retirement needs of investment committees and plan sponsors. He spent 16 years working at Fidelity Investments\nfollowed by his starting a practice which was eventually bought by HUB International in 2018. He earned the Accredited Investment Fiduciary (AIF®) designation which demonstrates his commitment to partnering with plan sponsors to implement prudent processes and policies within their retirement plans\, and as a leader in his field\, he is often asked to share his insights and perspective on various panels\, advisory boards and committees. \nHe received his B.S. in Entrepreneurial and Small Business Operations from Northeastern University and attended Northwestern University’s Kellogg School of Management. Mark holds FINRA Series 6\, 7\, and 63 securities registrations through LPL Financial\, the Series 66 through LPL Financial and Sheridan Road Advisors\, as well as a health and life insurance license. Mark has also been named one of the top 401 Retirement Plan Advisors by the Financial Times in 2016 and 2018\, as well as one of the top 100 Retirement Plan Advisors by PLANADVISOR in 2016\, 2017\, and 2019. \nMark enjoys spending his free time with his family and friends and if that includes skiing in the winter and golfing in the summer\, even better! \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					\n						Download Driving and Parking Instructions
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