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X-WR-CALNAME:TPSU - The Plan Sponsor University
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DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20260621T055142
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\nThursday\, February 29\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nBaldwin Wallace University\nStrosacker Hall (Student Union)\n125 Tressel St.\nBerea\, OH 44017\nRoom - Sandstone 3 \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 - Secure Act 2.0 \nSession 2 - Retirement Plan Best Practices  \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\nCharles A. Brown\, EA\, MSEA\, QPA\, QKA\, CSPO\nConsulting Actuary\nMAI Capital Management \nDesignations\n• Enrolled Actuary (“EA”) with the Joint Board for the Enrollment of Actuaries\n• Fellow of the Conference of Consulting Actuaries (FCA)\n• Member of the American Society of Enrolled Actuaries (MSEA)\n• Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) with the American\nSociety of Pension Processionals and Actuaries\n• Certified Scrum Product Owner with the Scrum Alliance (CSPO) \nWork Experience\n• Joined MAI in 2023\, bringing over 20 years of industry experience\n• Currently is an actuarial director at Ftwilliam.com and was previously a Chief Compliance Officer at\nEconomic Group Pension Services\, Inc\, and President at Pencor\n• Has developed an actuarial software system\, served as an expert witness\, spoken at conferences\,\nand held leadership positions in actuarial organizations \nLife Outside of MAI\n• Resides in Saint Johns\, Florida with his wife and two children\n• Enjoys exploring parks\, spending time with his family\, and trips to the mountains \nEducation\n• University of North Florida\, BBA in Accounting \n  \nJason Hamilton\nDirector of MAI Retirement\nMAI Capital Management \nWork Experience\n• In the retirement plan industry since 1995 having worked in various roles from operations/administration to sales and service working with plans in all market sizes and IRS codes.\n• Was the Regional President of Sales for Voya Retirement for nearly 14 years\n• Deeply committed to working hard for his corporate retirement clients by designing creative strategies to help their employees reach successful retirement outcomes. \nLife Outside of MAI\n• Involved in his local community of St. Augustine\, FL where he serves on the board of St. John’s Academy School and is an active member of his church. \nEducation\n• Belmont University in Nashville\, BBA \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:20260621T055142
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\nThursday\, February 29\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nBaldwin Wallace University\nStrosacker Hall (Student Union)\n125 Tressel St.\nBerea\, OH 44017\nRoom - Sandstone 3 \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 - Secure Act 2.0 \nSession 2 - Retirement Plan Best Practices  \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\nCharles A. Brown\, EA\, MSEA\, QPA\, QKA\, CSPO\nConsulting Actuary\nMAI Capital Management \nDesignations\n• Enrolled Actuary (“EA”) with the Joint Board for the Enrollment of Actuaries\n• Fellow of the Conference of Consulting Actuaries (FCA)\n• Member of the American Society of Enrolled Actuaries (MSEA)\n• Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) with the American\nSociety of Pension Processionals and Actuaries\n• Certified Scrum Product Owner with the Scrum Alliance (CSPO) \nWork Experience\n• Joined MAI in 2023\, bringing over 20 years of industry experience\n• Currently is an actuarial director at Ftwilliam.com and was previously a Chief Compliance Officer at\nEconomic Group Pension Services\, Inc\, and President at Pencor\n• Has developed an actuarial software system\, served as an expert witness\, spoken at conferences\,\nand held leadership positions in actuarial organizations \nLife Outside of MAI\n• Resides in Saint Johns\, Florida with his wife and two children\n• Enjoys exploring parks\, spending time with his family\, and trips to the mountains \nEducation\n• University of North Florida\, BBA in Accounting \n  \nJason Hamilton\nDirector of MAI Retirement\nMAI Capital Management \nWork Experience\n• In the retirement plan industry since 1995 having worked in various roles from operations/administration to sales and service working with plans in all market sizes and IRS codes.\n• Was the Regional President of Sales for Voya Retirement for nearly 14 years\n• Deeply committed to working hard for his corporate retirement clients by designing creative strategies to help their employees reach successful retirement outcomes. \nLife Outside of MAI\n• Involved in his local community of St. Augustine\, FL where he serves on the board of St. John’s Academy School and is an active member of his church. \nEducation\n• Belmont University in Nashville\, BBA \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:20260621T055142
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\nThursday\, February 29\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nBaldwin Wallace University\nStrosacker Hall (Student Union)\n125 Tressel St.\nBerea\, OH 44017\nRoom - Sandstone 3 \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 - Secure Act 2.0 \nSession 2 - Retirement Plan Best Practices  \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\nCharles A. Brown\, EA\, MSEA\, QPA\, QKA\, CSPO\nConsulting Actuary\nMAI Capital Management \nDesignations\n• Enrolled Actuary (“EA”) with the Joint Board for the Enrollment of Actuaries\n• Fellow of the Conference of Consulting Actuaries (FCA)\n• Member of the American Society of Enrolled Actuaries (MSEA)\n• Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) with the American\nSociety of Pension Processionals and Actuaries\n• Certified Scrum Product Owner with the Scrum Alliance (CSPO) \nWork Experience\n• Joined MAI in 2023\, bringing over 20 years of industry experience\n• Currently is an actuarial director at Ftwilliam.com and was previously a Chief Compliance Officer at\nEconomic Group Pension Services\, Inc\, and President at Pencor\n• Has developed an actuarial software system\, served as an expert witness\, spoken at conferences\,\nand held leadership positions in actuarial organizations \nLife Outside of MAI\n• Resides in Saint Johns\, Florida with his wife and two children\n• Enjoys exploring parks\, spending time with his family\, and trips to the mountains \nEducation\n• University of North Florida\, BBA in Accounting \n  \nJason Hamilton\nDirector of MAI Retirement\nMAI Capital Management \nWork Experience\n• In the retirement plan industry since 1995 having worked in various roles from operations/administration to sales and service working with plans in all market sizes and IRS codes.\n• Was the Regional President of Sales for Voya Retirement for nearly 14 years\n• Deeply committed to working hard for his corporate retirement clients by designing creative strategies to help their employees reach successful retirement outcomes. \nLife Outside of MAI\n• Involved in his local community of St. Augustine\, FL where he serves on the board of St. John’s Academy School and is an active member of his church. \nEducation\n• Belmont University in Nashville\, BBA \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:20260621T055142
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\nThursday\, February 29\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nBaldwin Wallace University\nStrosacker Hall (Student Union)\n125 Tressel St.\nBerea\, OH 44017\nRoom - Sandstone 3 \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 - Secure Act 2.0 \nSession 2 - Retirement Plan Best Practices  \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\nCharles A. Brown\, EA\, MSEA\, QPA\, QKA\, CSPO\nConsulting Actuary\nMAI Capital Management \nDesignations\n• Enrolled Actuary (“EA”) with the Joint Board for the Enrollment of Actuaries\n• Fellow of the Conference of Consulting Actuaries (FCA)\n• Member of the American Society of Enrolled Actuaries (MSEA)\n• Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) with the American\nSociety of Pension Processionals and Actuaries\n• Certified Scrum Product Owner with the Scrum Alliance (CSPO) \nWork Experience\n• Joined MAI in 2023\, bringing over 20 years of industry experience\n• Currently is an actuarial director at Ftwilliam.com and was previously a Chief Compliance Officer at\nEconomic Group Pension Services\, Inc\, and President at Pencor\n• Has developed an actuarial software system\, served as an expert witness\, spoken at conferences\,\nand held leadership positions in actuarial organizations \nLife Outside of MAI\n• Resides in Saint Johns\, Florida with his wife and two children\n• Enjoys exploring parks\, spending time with his family\, and trips to the mountains \nEducation\n• University of North Florida\, BBA in Accounting \n  \nJason Hamilton\nDirector of MAI Retirement\nMAI Capital Management \nWork Experience\n• In the retirement plan industry since 1995 having worked in various roles from operations/administration to sales and service working with plans in all market sizes and IRS codes.\n• Was the Regional President of Sales for Voya Retirement for nearly 14 years\n• Deeply committed to working hard for his corporate retirement clients by designing creative strategies to help their employees reach successful retirement outcomes. \nLife Outside of MAI\n• Involved in his local community of St. Augustine\, FL where he serves on the board of St. John’s Academy School and is an active member of his church. \nEducation\n• Belmont University in Nashville\, BBA \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
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