BEGIN:VCALENDAR VERSION:2.0 PRODID:-//TPSU - The Plan Sponsor University - ECPv6.16.3//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 BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20240312T080000 DTEND;TZID=America/New_York:20240312T140000 DTSTAMP:20260610T052733 CREATED:20240117T155820Z LAST-MODIFIED:20240308T213424Z UID:3821-1710230400-1710252000@www.tpsuniversity.com SUMMARY:Frederick Community College\, Frederick\, MD - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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/frederick-community-college-frederick-md-certified-401k-plan-fiduciary-program/ LOCATION:Frederick Community College\, 7932 Opossumtown Pike\, Frederick\, MD\, 21702\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240229T080000 DTEND;TZID=America/New_York:20240229T140000 DTSTAMP:20260610T052733 CREATED:20231230T120046Z LAST-MODIFIED:20240223T155110Z UID:3422-1709193600-1709215200@www.tpsuniversity.com SUMMARY:Baldwin Wallace University\, Berea\, OH - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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/baldwin-wallace-university-berea-oh-certified-401k-plan-fiduciary-program/ LOCATION:Baldwin Wallace University\, 125 Tressel St.\, Berea\, OH\, 44017\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240214T080000 DTEND;TZID=America/New_York:20240214T140000 DTSTAMP:20260610T052733 CREATED:20240112T193523Z LAST-MODIFIED:20240207T195047Z UID:3804-1707897600-1707919200@www.tpsuniversity.com SUMMARY:University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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-denver-denver-co-certified-401k-plan-fiduciary-program/ LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240213T083000 DTEND;TZID=America/New_York:20240213T143000 DTSTAMP:20260610T052733 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\nWednesday\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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:20260610T052733 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\nWednesday\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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:20260610T052733 CREATED:20231206T214356Z LAST-MODIFIED:20231206T214513Z UID:3602-1702369800-1702382400@www.tpsuniversity.com SUMMARY:Virtual - Fairfield\, CT - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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:FL END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231130T080000 DTEND;TZID=America/New_York:20231130T140000 DTSTAMP:20260610T052733 CREATED:20231024T162128Z LAST-MODIFIED:20231129T154646Z UID:3312-1701331200-1701352800@www.tpsuniversity.com SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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:20260610T052733 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\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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:20260610T052733 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\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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:20260610T052733 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\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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:FL END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231101T080000 DTEND;TZID=America/New_York:20231101T140000 DTSTAMP:20260610T052733 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\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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:20260610T052733 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\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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:20260610T052733 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\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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:20260610T052733 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\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230913T080000 DTEND;TZID=America/New_York:20230913T140000 DTSTAMP:20260610T052733 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\, March 27\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNova Southeastern University\nAlvin Sherman Library\n3100 Ray Ferrero Jr. Blvd.\nFort Lauderdale\, FL 33314\nThe Gallery Room - Second Floor \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 - Promoting Plan Success\n \nSession 2 - Look Below the Surface \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, CHSA®\, NQPA\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills\, her ability to gain client trust\, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart. \nAs the Director of Employer-Sponsored Plan\, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS. \nIn addition to designing quality 401(k) and 403(b) plans for businesses\, and managing client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email\naccess to Shir as well as regularly scheduled on-site meetings\, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors\n(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40. \nShir’s commitment to excellence extends beyond the office into the community\, where she is involved in numerous organizations\, serving on multiple non-profit boards such as the Jewish Federation of Broward\nCounty. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine. \nOriginally from Israel\, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering\, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams. \nShir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services\, LLC\, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive\, Suite 700\, Fort Lauderdale\, FL 33334. (954) 938-8800. Bienenfeld\, Lasek & Starr\, LLC and BLS Wealth Management\, LLC are not subsidiaries of or affiliates of MML Investors Services\, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only\, does not purport to be complete or cover every situation\, and should not be construed as legal\, tax or accounting advice. Clients should confer with their qualified legal\, tax and accounting advisors as appropriate. CRN202509-3089164 \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 END:VEVENT END:VCALENDAR