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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T090000
DTEND;TZID=America/New_York:20260513T151500
DTSTAMP:20260508T080721
CREATED:20260313T120032Z
LAST-MODIFIED:20260506T133528Z
UID:7884-1778662800-1778685300@www.tpsuniversity.com
SUMMARY:Broadridge\, New York\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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/broadridge-new-york-ny-certified-401k-plan-fiduciary-program/
LOCATION:Broadridge\, 605 Third Avenue\, 41st Fl\, New York\, NY\, 10158\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260514T083000
DTEND;TZID=America/Halifax:20260514T143000
DTSTAMP:20260508T080721
CREATED:20260316T120010Z
LAST-MODIFIED:20260507T200849Z
UID:7311-1778747400-1778769000@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-5/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T090000
DTEND;TZID=America/New_York:20260519T150000
DTSTAMP:20260508T080721
CREATED:20260320T120004Z
LAST-MODIFIED:20260504T192823Z
UID:7781-1779181200-1779202800@www.tpsuniversity.com
SUMMARY:University of Georgia\, Atlanta\, GA  - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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-georgia-atlanta-ga-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T083000
DTEND;TZID=America/New_York:20260521T144500
DTSTAMP:20260508T080721
CREATED:20260323T120036Z
LAST-MODIFIED:20260507T201640Z
UID:6762-1779352200-1779374700@www.tpsuniversity.com
SUMMARY:Kansas State University Olathe\, Olathe\, KS - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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/kansas-state-university-olathe-olathe-ks-certified-401k-plan-fiduciary-program/
LOCATION:Kansas State University Olathe\, 22201 W. Innovation Drive\, Olathe\, KS\, 66061\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260602T090000
DTEND;TZID=America/Denver:20260602T151500
DTSTAMP:20260508T080721
CREATED:20260403T120013Z
LAST-MODIFIED:20260504T174735Z
UID:7620-1780390800-1780413300@www.tpsuniversity.com
SUMMARY:Oregon State University Portland Center\, OR - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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/oregon-state-university-portland-center-or-certified-401k-plan-fiduciary-program/
LOCATION:Oregon State University Portland Center\, 555 SW Morrison Street\, Suite 200\, Portland\, OR\, 97204\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T080000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260508T080721
CREATED:20260406T120030Z
LAST-MODIFIED:20260421T171959Z
UID:7413-1780560000-1780581600@www.tpsuniversity.com
SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-3/
LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260610T080000
DTEND;TZID=America/New_York:20260610T140000
DTSTAMP:20260508T080721
CREATED:20260413T120051Z
LAST-MODIFIED:20260504T144837Z
UID:7247-1781078400-1781100000@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 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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-6/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260624T083000
DTEND;TZID=America/Halifax:20260624T144500
DTSTAMP:20260508T080721
CREATED:20260424T120020Z
LAST-MODIFIED:20260501T193303Z
UID:7766-1782289800-1782312300@www.tpsuniversity.com
SUMMARY:University of Hartford\, West Hartford\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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-hartford-west-hartford-ct-certified-401k-plan-fiduciary-program/
LOCATION:University of Hartford\, 200 Bloomfield Ave\,\, West Hartford\, CT\, 06117\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T080000
DTEND;TZID=America/New_York:20260708T140000
DTSTAMP:20260508T080721
CREATED:20260508T120057Z
LAST-MODIFIED:20260501T192859Z
UID:8246-1783497600-1783519200@www.tpsuniversity.com
SUMMARY:Rice University\, Houston\, TX - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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/rice-university-houston-tx-tpsu-for-healthcare-fiduciaries/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
END:VCALENDAR