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DTSTART;TZID=America/New_York:20240213T083000
DTEND;TZID=America/New_York:20240213T143000
DTSTAMP:20260424T104030
CREATED:20231213T133058Z
LAST-MODIFIED:20240202T152617Z
UID:3613-1707813000-1707834600@www.tpsuniversity.com
SUMMARY:George W. Bush Presidential Center\, Dallas\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 Directions
URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240208T083000
DTEND;TZID=America/New_York:20240208T143000
DTSTAMP:20260424T104030
CREATED:20240104T201938Z
LAST-MODIFIED:20240207T160146Z
UID:3742-1707381000-1707402600@www.tpsuniversity.com
SUMMARY:Serendipity Labs - Conference Center - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 Directions
URL:https://www.tpsuniversity.com/event/serendipity-labs-conference-center-certified-401k-plan-fiduciary-program/
LOCATION:Serendipity Labs\, 100 North Point Center 30022\, Alpharetta\, GA\, 30022\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231212T083000
DTEND;TZID=America/New_York:20231212T120000
DTSTAMP:20260424T104030
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 Directions
URL:https://www.tpsuniversity.com/event/virtual-fairfield-ct-certified-401k-plan-fiduciary-program/
LOCATION:MD
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231130T080000
DTEND;TZID=America/New_York:20231130T140000
DTSTAMP:20260424T104030
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 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:20260424T104030
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 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:20260424T104030
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 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:20260424T104030
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 Directions
URL:https://www.tpsuniversity.com/event/virtual-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:MD
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260424T104030
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 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:20260424T104030
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 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:20260424T104030
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 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:20260424T104030
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20260424T104030
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \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\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 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
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