BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//TPSU - The Plan Sponsor University - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
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/Halifax
BEGIN:DAYLIGHT
TZOFFSETFROM:-0400
TZOFFSETTO:-0300
TZNAME:ADT
DTSTART:20250309T060000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0300
TZOFFSETTO:-0400
TZNAME:AST
DTSTART:20251102T050000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0400
TZOFFSETTO:-0300
TZNAME:ADT
DTSTART:20260308T060000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0300
TZOFFSETTO:-0400
TZNAME:AST
DTSTART:20261101T050000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0400
TZOFFSETTO:-0300
TZNAME:ADT
DTSTART:20270314T060000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0300
TZOFFSETTO:-0400
TZNAME:AST
DTSTART:20271107T050000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/Denver
BEGIN:DAYLIGHT
TZOFFSETFROM:-0700
TZOFFSETTO:-0600
TZNAME:MDT
DTSTART:20250309T090000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0600
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20251102T080000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0700
TZOFFSETTO:-0600
TZNAME:MDT
DTSTART:20260308T090000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0600
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20261101T080000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0700
TZOFFSETTO:-0600
TZNAME:MDT
DTSTART:20270314T090000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0600
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20271107T080000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260514T083000
DTEND;TZID=America/Halifax:20260514T143000
DTSTAMP:20260506T220226
CREATED:20260316T120010Z
LAST-MODIFIED:20260501T123210Z
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260506T220226
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-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:20260521T143000
DTSTAMP:20260506T220226
CREATED:20260323T120036Z
LAST-MODIFIED:20260504T192521Z
UID:6762-1779352200-1779373800@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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260506T220226
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260506T220226
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260506T220226
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-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:20260506T220226
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\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-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
END:VCALENDAR