BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//TPSU - The Plan Sponsor University - ECPv6.16.3//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:TPSU - The Plan Sponsor University
X-ORIGINAL-URL:https://www.tpsuniversity.com
X-WR-CALDESC:Events for TPSU - The Plan Sponsor University
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231130T080000
DTEND;TZID=America/New_York:20231130T140000
DTSTAMP:20260605T151118
CREATED:20231024T162128Z
LAST-MODIFIED:20231129T154646Z
UID:3312-1701331200-1701352800@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, February 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nCabinet Room \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 Best Practices \nSession 2 - What Plan Sponsors Value Most\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\nGeorge W. Lollis\, CEFEX Analyst®\, AIFA®\, CWS®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nGeorge W. Lollis is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment Adviser firm. Mr. Lollis brings over forty years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Lollis specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation Plans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Lollis has earned the Center for Fiduciary Excellence Analyst (CEFEX Analyst®) designation\, the Accredited Investment Fiduciary Analyst® (AIFA®) designation\, the Certified Wealth Strategist (CWS®) designation\, and a Bachelor of Business Studies in Finance\, Magnum Cum Laude\, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society. Mr. Lollis holds a FINRA\nSeries 7 license\, Series 66 license\, Series 63 license\, and Series 22 license. \nMr. Lollis is the “TRUSTED ADVISOR OF CHOICE” for qualified plan trustees and serves as a Co-Fiduciary with ever-increasing responsibilities of financial consulting\, financial investment analysis\nand investment portfolio management. Lollis currently consults many corporate clients and their qualified retirement plan oversight committees with regards to Qualified Plan Fiduciary Consulting.\nThrough developing a fiduciary investment review process with each client\, a “procedural prudence” is established in all aspects of fiduciary due diligence\, including\, drafting and implementation of an Investment Policy Statement; conducting vendor searches; establishing criteria for due diligence; implementing a program for fiduciary monitoring; ensuring that investments are promptly removed when they fail to meet the established criteria; ensuring the plan complies with applicable laws and regulations; ensuring that the process is documented; and ensuring compliance with ERISA 404(c). \nMr. Lollis serves as a Board Member for the Order of Christian Workers\, is an active Member of the Christ Episcopal Church\, and actively serves in the Bill Glass Behind the Walls prison ministry. \n  \nBrian Fees\, AIF®\, CFP®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nBrian Fees is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment\nAdviser firm. Mr. Fees brings over fifteen years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\,\nfinancial investment analysis and investment portfolio management. Mr. Fees specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation\nPlans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Fees has earned the Accredited Investment Fiduciary® (AIF®) designation\, and the Certified Financial Planner (CFP®) designation\, and a Bachelor of Business Administration from Baylor University\, where he majored in both Financial Services & Planning and Risk Management & Insurance. Mr. Fees holds a FINRA Series 7 license and Series 66 license. \nMr. Fees serves as a Co-Fiduciary with ever-increasing responsibilities of fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Fees currently provides Fiduciary Consulting to corporate clients and their qualified retirement plan oversight committees; including\, serving as the 3(38) Investment Fiduciary; development of Plan Governance; recommendations on Plan Design;\ndevelopment of the Investment Policy Statement; implementing the Plan’s Investment Options; overseeing Investment Monitoring and Reporting; and conducting periodic Benchmarking of Fees. \nMr. Fees serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. In his spare time\, he\nenjoys archery and endurance races. He especially enjoys spending time with his wife and five children. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T083000
DTEND;TZID=America/New_York:20231114T143000
DTSTAMP:20260605T151118
CREATED:20231023T222642Z
LAST-MODIFIED:20231023T223031Z
UID:3302-1699950600-1699972200@www.tpsuniversity.com
SUMMARY:California State University Long Beach - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, February 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nCabinet Room \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 Best Practices \nSession 2 - What Plan Sponsors Value Most\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\nGeorge W. Lollis\, CEFEX Analyst®\, AIFA®\, CWS®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nGeorge W. Lollis is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment Adviser firm. Mr. Lollis brings over forty years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Lollis specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation Plans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Lollis has earned the Center for Fiduciary Excellence Analyst (CEFEX Analyst®) designation\, the Accredited Investment Fiduciary Analyst® (AIFA®) designation\, the Certified Wealth Strategist (CWS®) designation\, and a Bachelor of Business Studies in Finance\, Magnum Cum Laude\, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society. Mr. Lollis holds a FINRA\nSeries 7 license\, Series 66 license\, Series 63 license\, and Series 22 license. \nMr. Lollis is the “TRUSTED ADVISOR OF CHOICE” for qualified plan trustees and serves as a Co-Fiduciary with ever-increasing responsibilities of financial consulting\, financial investment analysis\nand investment portfolio management. Lollis currently consults many corporate clients and their qualified retirement plan oversight committees with regards to Qualified Plan Fiduciary Consulting.\nThrough developing a fiduciary investment review process with each client\, a “procedural prudence” is established in all aspects of fiduciary due diligence\, including\, drafting and implementation of an Investment Policy Statement; conducting vendor searches; establishing criteria for due diligence; implementing a program for fiduciary monitoring; ensuring that investments are promptly removed when they fail to meet the established criteria; ensuring the plan complies with applicable laws and regulations; ensuring that the process is documented; and ensuring compliance with ERISA 404(c). \nMr. Lollis serves as a Board Member for the Order of Christian Workers\, is an active Member of the Christ Episcopal Church\, and actively serves in the Bill Glass Behind the Walls prison ministry. \n  \nBrian Fees\, AIF®\, CFP®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nBrian Fees is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment\nAdviser firm. Mr. Fees brings over fifteen years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\,\nfinancial investment analysis and investment portfolio management. Mr. Fees specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation\nPlans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Fees has earned the Accredited Investment Fiduciary® (AIF®) designation\, and the Certified Financial Planner (CFP®) designation\, and a Bachelor of Business Administration from Baylor University\, where he majored in both Financial Services & Planning and Risk Management & Insurance. Mr. Fees holds a FINRA Series 7 license and Series 66 license. \nMr. Fees serves as a Co-Fiduciary with ever-increasing responsibilities of fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Fees currently provides Fiduciary Consulting to corporate clients and their qualified retirement plan oversight committees; including\, serving as the 3(38) Investment Fiduciary; development of Plan Governance; recommendations on Plan Design;\ndevelopment of the Investment Policy Statement; implementing the Plan’s Investment Options; overseeing Investment Monitoring and Reporting; and conducting periodic Benchmarking of Fees. \nMr. Fees serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. In his spare time\, he\nenjoys archery and endurance races. He especially enjoys spending time with his wife and five children. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/california-state-university-long-beach-certified-401k-plan-fiduciary-program/
LOCATION:California State University Long Beach\, Pointe 1250 Bellflower Blvd\, Long Beach\, CA\, 90840\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T143000
DTSTAMP:20260605T151118
CREATED:20231023T221314Z
LAST-MODIFIED:20231023T221314Z
UID:3294-1698913800-1698935400@www.tpsuniversity.com
SUMMARY:George Mason University\, Fairfax\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, February 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nCabinet Room \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 Best Practices \nSession 2 - What Plan Sponsors Value Most\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\nGeorge W. Lollis\, CEFEX Analyst®\, AIFA®\, CWS®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nGeorge W. Lollis is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment Adviser firm. Mr. Lollis brings over forty years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Lollis specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation Plans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Lollis has earned the Center for Fiduciary Excellence Analyst (CEFEX Analyst®) designation\, the Accredited Investment Fiduciary Analyst® (AIFA®) designation\, the Certified Wealth Strategist (CWS®) designation\, and a Bachelor of Business Studies in Finance\, Magnum Cum Laude\, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society. Mr. Lollis holds a FINRA\nSeries 7 license\, Series 66 license\, Series 63 license\, and Series 22 license. \nMr. Lollis is the “TRUSTED ADVISOR OF CHOICE” for qualified plan trustees and serves as a Co-Fiduciary with ever-increasing responsibilities of financial consulting\, financial investment analysis\nand investment portfolio management. Lollis currently consults many corporate clients and their qualified retirement plan oversight committees with regards to Qualified Plan Fiduciary Consulting.\nThrough developing a fiduciary investment review process with each client\, a “procedural prudence” is established in all aspects of fiduciary due diligence\, including\, drafting and implementation of an Investment Policy Statement; conducting vendor searches; establishing criteria for due diligence; implementing a program for fiduciary monitoring; ensuring that investments are promptly removed when they fail to meet the established criteria; ensuring the plan complies with applicable laws and regulations; ensuring that the process is documented; and ensuring compliance with ERISA 404(c). \nMr. Lollis serves as a Board Member for the Order of Christian Workers\, is an active Member of the Christ Episcopal Church\, and actively serves in the Bill Glass Behind the Walls prison ministry. \n  \nBrian Fees\, AIF®\, CFP®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nBrian Fees is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment\nAdviser firm. Mr. Fees brings over fifteen years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\,\nfinancial investment analysis and investment portfolio management. Mr. Fees specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation\nPlans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Fees has earned the Accredited Investment Fiduciary® (AIF®) designation\, and the Certified Financial Planner (CFP®) designation\, and a Bachelor of Business Administration from Baylor University\, where he majored in both Financial Services & Planning and Risk Management & Insurance. Mr. Fees holds a FINRA Series 7 license and Series 66 license. \nMr. Fees serves as a Co-Fiduciary with ever-increasing responsibilities of fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Fees currently provides Fiduciary Consulting to corporate clients and their qualified retirement plan oversight committees; including\, serving as the 3(38) Investment Fiduciary; development of Plan Governance; recommendations on Plan Design;\ndevelopment of the Investment Policy Statement; implementing the Plan’s Investment Options; overseeing Investment Monitoring and Reporting; and conducting periodic Benchmarking of Fees. \nMr. Fees serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. In his spare time\, he\nenjoys archery and endurance races. He especially enjoys spending time with his wife and five children. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/george-mason-university-fairfax-va-certified-401k-plan-fiduciary-program/
LOCATION:george mason\, 4400 Rivanna River Way\, Fairfax\, VA\, 22030\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T120000
DTSTAMP:20260605T151118
CREATED:20231023T202750Z
LAST-MODIFIED:20231023T205517Z
UID:3275-1698913800-1698926400@www.tpsuniversity.com
SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, February 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nCabinet Room \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 Best Practices \nSession 2 - What Plan Sponsors Value Most\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\nGeorge W. Lollis\, CEFEX Analyst®\, AIFA®\, CWS®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nGeorge W. Lollis is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment Adviser firm. Mr. Lollis brings over forty years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Lollis specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation Plans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Lollis has earned the Center for Fiduciary Excellence Analyst (CEFEX Analyst®) designation\, the Accredited Investment Fiduciary Analyst® (AIFA®) designation\, the Certified Wealth Strategist (CWS®) designation\, and a Bachelor of Business Studies in Finance\, Magnum Cum Laude\, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society. Mr. Lollis holds a FINRA\nSeries 7 license\, Series 66 license\, Series 63 license\, and Series 22 license. \nMr. Lollis is the “TRUSTED ADVISOR OF CHOICE” for qualified plan trustees and serves as a Co-Fiduciary with ever-increasing responsibilities of financial consulting\, financial investment analysis\nand investment portfolio management. Lollis currently consults many corporate clients and their qualified retirement plan oversight committees with regards to Qualified Plan Fiduciary Consulting.\nThrough developing a fiduciary investment review process with each client\, a “procedural prudence” is established in all aspects of fiduciary due diligence\, including\, drafting and implementation of an Investment Policy Statement; conducting vendor searches; establishing criteria for due diligence; implementing a program for fiduciary monitoring; ensuring that investments are promptly removed when they fail to meet the established criteria; ensuring the plan complies with applicable laws and regulations; ensuring that the process is documented; and ensuring compliance with ERISA 404(c). \nMr. Lollis serves as a Board Member for the Order of Christian Workers\, is an active Member of the Christ Episcopal Church\, and actively serves in the Bill Glass Behind the Walls prison ministry. \n  \nBrian Fees\, AIF®\, CFP®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nBrian Fees is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment\nAdviser firm. Mr. Fees brings over fifteen years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\,\nfinancial investment analysis and investment portfolio management. Mr. Fees specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation\nPlans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Fees has earned the Accredited Investment Fiduciary® (AIF®) designation\, and the Certified Financial Planner (CFP®) designation\, and a Bachelor of Business Administration from Baylor University\, where he majored in both Financial Services & Planning and Risk Management & Insurance. Mr. Fees holds a FINRA Series 7 license and Series 66 license. \nMr. Fees serves as a Co-Fiduciary with ever-increasing responsibilities of fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Fees currently provides Fiduciary Consulting to corporate clients and their qualified retirement plan oversight committees; including\, serving as the 3(38) Investment Fiduciary; development of Plan Governance; recommendations on Plan Design;\ndevelopment of the Investment Policy Statement; implementing the Plan’s Investment Options; overseeing Investment Monitoring and Reporting; and conducting periodic Benchmarking of Fees. \nMr. Fees serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. In his spare time\, he\nenjoys archery and endurance races. He especially enjoys spending time with his wife and five children. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:TX
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260605T151118
CREATED:20230913T215018Z
LAST-MODIFIED:20231018T183023Z
UID:3170-1698825600-1698847200@www.tpsuniversity.com
SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, February 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nCabinet Room \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 Best Practices \nSession 2 - What Plan Sponsors Value Most\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\nGeorge W. Lollis\, CEFEX Analyst®\, AIFA®\, CWS®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nGeorge W. Lollis is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment Adviser firm. Mr. Lollis brings over forty years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Lollis specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation Plans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Lollis has earned the Center for Fiduciary Excellence Analyst (CEFEX Analyst®) designation\, the Accredited Investment Fiduciary Analyst® (AIFA®) designation\, the Certified Wealth Strategist (CWS®) designation\, and a Bachelor of Business Studies in Finance\, Magnum Cum Laude\, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society. Mr. Lollis holds a FINRA\nSeries 7 license\, Series 66 license\, Series 63 license\, and Series 22 license. \nMr. Lollis is the “TRUSTED ADVISOR OF CHOICE” for qualified plan trustees and serves as a Co-Fiduciary with ever-increasing responsibilities of financial consulting\, financial investment analysis\nand investment portfolio management. Lollis currently consults many corporate clients and their qualified retirement plan oversight committees with regards to Qualified Plan Fiduciary Consulting.\nThrough developing a fiduciary investment review process with each client\, a “procedural prudence” is established in all aspects of fiduciary due diligence\, including\, drafting and implementation of an Investment Policy Statement; conducting vendor searches; establishing criteria for due diligence; implementing a program for fiduciary monitoring; ensuring that investments are promptly removed when they fail to meet the established criteria; ensuring the plan complies with applicable laws and regulations; ensuring that the process is documented; and ensuring compliance with ERISA 404(c). \nMr. Lollis serves as a Board Member for the Order of Christian Workers\, is an active Member of the Christ Episcopal Church\, and actively serves in the Bill Glass Behind the Walls prison ministry. \n  \nBrian Fees\, AIF®\, CFP®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nBrian Fees is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment\nAdviser firm. Mr. Fees brings over fifteen years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\,\nfinancial investment analysis and investment portfolio management. Mr. Fees specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation\nPlans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Fees has earned the Accredited Investment Fiduciary® (AIF®) designation\, and the Certified Financial Planner (CFP®) designation\, and a Bachelor of Business Administration from Baylor University\, where he majored in both Financial Services & Planning and Risk Management & Insurance. Mr. Fees holds a FINRA Series 7 license and Series 66 license. \nMr. Fees serves as a Co-Fiduciary with ever-increasing responsibilities of fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Fees currently provides Fiduciary Consulting to corporate clients and their qualified retirement plan oversight committees; including\, serving as the 3(38) Investment Fiduciary; development of Plan Governance; recommendations on Plan Design;\ndevelopment of the Investment Policy Statement; implementing the Plan’s Investment Options; overseeing Investment Monitoring and Reporting; and conducting periodic Benchmarking of Fees. \nMr. Fees serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. In his spare time\, he\nenjoys archery and endurance races. He especially enjoys spending time with his wife and five children. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20260605T151118
CREATED:20231018T161156Z
LAST-MODIFIED:20231018T181920Z
UID:3223-1698307200-1698328800@www.tpsuniversity.com
SUMMARY:The College of New Jersey\, Ewing Township\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, February 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nCabinet Room \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 Best Practices \nSession 2 - What Plan Sponsors Value Most\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\nGeorge W. Lollis\, CEFEX Analyst®\, AIFA®\, CWS®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nGeorge W. Lollis is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment Adviser firm. Mr. Lollis brings over forty years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Lollis specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation Plans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Lollis has earned the Center for Fiduciary Excellence Analyst (CEFEX Analyst®) designation\, the Accredited Investment Fiduciary Analyst® (AIFA®) designation\, the Certified Wealth Strategist (CWS®) designation\, and a Bachelor of Business Studies in Finance\, Magnum Cum Laude\, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society. Mr. Lollis holds a FINRA\nSeries 7 license\, Series 66 license\, Series 63 license\, and Series 22 license. \nMr. Lollis is the “TRUSTED ADVISOR OF CHOICE” for qualified plan trustees and serves as a Co-Fiduciary with ever-increasing responsibilities of financial consulting\, financial investment analysis\nand investment portfolio management. Lollis currently consults many corporate clients and their qualified retirement plan oversight committees with regards to Qualified Plan Fiduciary Consulting.\nThrough developing a fiduciary investment review process with each client\, a “procedural prudence” is established in all aspects of fiduciary due diligence\, including\, drafting and implementation of an Investment Policy Statement; conducting vendor searches; establishing criteria for due diligence; implementing a program for fiduciary monitoring; ensuring that investments are promptly removed when they fail to meet the established criteria; ensuring the plan complies with applicable laws and regulations; ensuring that the process is documented; and ensuring compliance with ERISA 404(c). \nMr. Lollis serves as a Board Member for the Order of Christian Workers\, is an active Member of the Christ Episcopal Church\, and actively serves in the Bill Glass Behind the Walls prison ministry. \n  \nBrian Fees\, AIF®\, CFP®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nBrian Fees is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment\nAdviser firm. Mr. Fees brings over fifteen years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\,\nfinancial investment analysis and investment portfolio management. Mr. Fees specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation\nPlans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Fees has earned the Accredited Investment Fiduciary® (AIF®) designation\, and the Certified Financial Planner (CFP®) designation\, and a Bachelor of Business Administration from Baylor University\, where he majored in both Financial Services & Planning and Risk Management & Insurance. Mr. Fees holds a FINRA Series 7 license and Series 66 license. \nMr. Fees serves as a Co-Fiduciary with ever-increasing responsibilities of fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Fees currently provides Fiduciary Consulting to corporate clients and their qualified retirement plan oversight committees; including\, serving as the 3(38) Investment Fiduciary; development of Plan Governance; recommendations on Plan Design;\ndevelopment of the Investment Policy Statement; implementing the Plan’s Investment Options; overseeing Investment Monitoring and Reporting; and conducting periodic Benchmarking of Fees. \nMr. Fees serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. In his spare time\, he\nenjoys archery and endurance races. He especially enjoys spending time with his wife and five children. \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:20260605T151118
CREATED:20230901T142746Z
LAST-MODIFIED:20230901T163912Z
UID:3098-1695110400-1695132000@www.tpsuniversity.com
SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, February 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nCabinet Room \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 Best Practices \nSession 2 - What Plan Sponsors Value Most\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\nGeorge W. Lollis\, CEFEX Analyst®\, AIFA®\, CWS®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nGeorge W. Lollis is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment Adviser firm. Mr. Lollis brings over forty years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Lollis specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation Plans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Lollis has earned the Center for Fiduciary Excellence Analyst (CEFEX Analyst®) designation\, the Accredited Investment Fiduciary Analyst® (AIFA®) designation\, the Certified Wealth Strategist (CWS®) designation\, and a Bachelor of Business Studies in Finance\, Magnum Cum Laude\, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society. Mr. Lollis holds a FINRA\nSeries 7 license\, Series 66 license\, Series 63 license\, and Series 22 license. \nMr. Lollis is the “TRUSTED ADVISOR OF CHOICE” for qualified plan trustees and serves as a Co-Fiduciary with ever-increasing responsibilities of financial consulting\, financial investment analysis\nand investment portfolio management. Lollis currently consults many corporate clients and their qualified retirement plan oversight committees with regards to Qualified Plan Fiduciary Consulting.\nThrough developing a fiduciary investment review process with each client\, a “procedural prudence” is established in all aspects of fiduciary due diligence\, including\, drafting and implementation of an Investment Policy Statement; conducting vendor searches; establishing criteria for due diligence; implementing a program for fiduciary monitoring; ensuring that investments are promptly removed when they fail to meet the established criteria; ensuring the plan complies with applicable laws and regulations; ensuring that the process is documented; and ensuring compliance with ERISA 404(c). \nMr. Lollis serves as a Board Member for the Order of Christian Workers\, is an active Member of the Christ Episcopal Church\, and actively serves in the Bill Glass Behind the Walls prison ministry. \n  \nBrian Fees\, AIF®\, CFP®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nBrian Fees is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment\nAdviser firm. Mr. Fees brings over fifteen years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\,\nfinancial investment analysis and investment portfolio management. Mr. Fees specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation\nPlans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Fees has earned the Accredited Investment Fiduciary® (AIF®) designation\, and the Certified Financial Planner (CFP®) designation\, and a Bachelor of Business Administration from Baylor University\, where he majored in both Financial Services & Planning and Risk Management & Insurance. Mr. Fees holds a FINRA Series 7 license and Series 66 license. \nMr. Fees serves as a Co-Fiduciary with ever-increasing responsibilities of fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Fees currently provides Fiduciary Consulting to corporate clients and their qualified retirement plan oversight committees; including\, serving as the 3(38) Investment Fiduciary; development of Plan Governance; recommendations on Plan Design;\ndevelopment of the Investment Policy Statement; implementing the Plan’s Investment Options; overseeing Investment Monitoring and Reporting; and conducting periodic Benchmarking of Fees. \nMr. Fees serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. In his spare time\, he\nenjoys archery and endurance races. He especially enjoys spending time with his wife and five children. \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:20260605T151118
CREATED:20230831T193605Z
LAST-MODIFIED:20230901T135045Z
UID:3066-1694680200-1694701800@www.tpsuniversity.com
SUMMARY:Roam Conference Room - Alpharetta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, February 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nCabinet Room \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 Best Practices \nSession 2 - What Plan Sponsors Value Most\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\nGeorge W. Lollis\, CEFEX Analyst®\, AIFA®\, CWS®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nGeorge W. Lollis is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment Adviser firm. Mr. Lollis brings over forty years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Lollis specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation Plans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Lollis has earned the Center for Fiduciary Excellence Analyst (CEFEX Analyst®) designation\, the Accredited Investment Fiduciary Analyst® (AIFA®) designation\, the Certified Wealth Strategist (CWS®) designation\, and a Bachelor of Business Studies in Finance\, Magnum Cum Laude\, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society. Mr. Lollis holds a FINRA\nSeries 7 license\, Series 66 license\, Series 63 license\, and Series 22 license. \nMr. Lollis is the “TRUSTED ADVISOR OF CHOICE” for qualified plan trustees and serves as a Co-Fiduciary with ever-increasing responsibilities of financial consulting\, financial investment analysis\nand investment portfolio management. Lollis currently consults many corporate clients and their qualified retirement plan oversight committees with regards to Qualified Plan Fiduciary Consulting.\nThrough developing a fiduciary investment review process with each client\, a “procedural prudence” is established in all aspects of fiduciary due diligence\, including\, drafting and implementation of an Investment Policy Statement; conducting vendor searches; establishing criteria for due diligence; implementing a program for fiduciary monitoring; ensuring that investments are promptly removed when they fail to meet the established criteria; ensuring the plan complies with applicable laws and regulations; ensuring that the process is documented; and ensuring compliance with ERISA 404(c). \nMr. Lollis serves as a Board Member for the Order of Christian Workers\, is an active Member of the Christ Episcopal Church\, and actively serves in the Bill Glass Behind the Walls prison ministry. \n  \nBrian Fees\, AIF®\, CFP®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nBrian Fees is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment\nAdviser firm. Mr. Fees brings over fifteen years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\,\nfinancial investment analysis and investment portfolio management. Mr. Fees specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation\nPlans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Fees has earned the Accredited Investment Fiduciary® (AIF®) designation\, and the Certified Financial Planner (CFP®) designation\, and a Bachelor of Business Administration from Baylor University\, where he majored in both Financial Services & Planning and Risk Management & Insurance. Mr. Fees holds a FINRA Series 7 license and Series 66 license. \nMr. Fees serves as a Co-Fiduciary with ever-increasing responsibilities of fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Fees currently provides Fiduciary Consulting to corporate clients and their qualified retirement plan oversight committees; including\, serving as the 3(38) Investment Fiduciary; development of Plan Governance; recommendations on Plan Design;\ndevelopment of the Investment Policy Statement; implementing the Plan’s Investment Options; overseeing Investment Monitoring and Reporting; and conducting periodic Benchmarking of Fees. \nMr. Fees serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. In his spare time\, he\nenjoys archery and endurance races. He especially enjoys spending time with his wife and five children. \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:20260605T151118
CREATED:20230823T003544Z
LAST-MODIFIED:20230901T055922Z
UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, February 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nCabinet Room \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 Best Practices \nSession 2 - What Plan Sponsors Value Most\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\nGeorge W. Lollis\, CEFEX Analyst®\, AIFA®\, CWS®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nGeorge W. Lollis is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment Adviser firm. Mr. Lollis brings over forty years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Lollis specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation Plans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Lollis has earned the Center for Fiduciary Excellence Analyst (CEFEX Analyst®) designation\, the Accredited Investment Fiduciary Analyst® (AIFA®) designation\, the Certified Wealth Strategist (CWS®) designation\, and a Bachelor of Business Studies in Finance\, Magnum Cum Laude\, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society. Mr. Lollis holds a FINRA\nSeries 7 license\, Series 66 license\, Series 63 license\, and Series 22 license. \nMr. Lollis is the “TRUSTED ADVISOR OF CHOICE” for qualified plan trustees and serves as a Co-Fiduciary with ever-increasing responsibilities of financial consulting\, financial investment analysis\nand investment portfolio management. Lollis currently consults many corporate clients and their qualified retirement plan oversight committees with regards to Qualified Plan Fiduciary Consulting.\nThrough developing a fiduciary investment review process with each client\, a “procedural prudence” is established in all aspects of fiduciary due diligence\, including\, drafting and implementation of an Investment Policy Statement; conducting vendor searches; establishing criteria for due diligence; implementing a program for fiduciary monitoring; ensuring that investments are promptly removed when they fail to meet the established criteria; ensuring the plan complies with applicable laws and regulations; ensuring that the process is documented; and ensuring compliance with ERISA 404(c). \nMr. Lollis serves as a Board Member for the Order of Christian Workers\, is an active Member of the Christ Episcopal Church\, and actively serves in the Bill Glass Behind the Walls prison ministry. \n  \nBrian Fees\, AIF®\, CFP®\nManaging Partner/ Founder\nWealthVisory Fiduciary 401(k) \nBrian Fees is Managing Partner and Co-Founder of WealthVisory Fiduciary 401(k) and is a Registered Investment Advisor representative through Prospera Financial Services\, Inc.\, a SEC Registered Investment\nAdviser firm. Mr. Fees brings over fifteen years of investment consulting experience to the firm’s Qualified Plan Fiduciary Consulting practice\, serving as trusted financial advisor providing fiduciary consulting\,\nfinancial investment analysis and investment portfolio management. Mr. Fees specializes in 401(k) Plans\, defined contribution plans\, defined benefit plans\, ESOP Plans and Non-Qualified Deferred Compensation\nPlans\, ranging in size from $10\,000\,000 to over $1\,000\,000\,000. \nMr. Fees has earned the Accredited Investment Fiduciary® (AIF®) designation\, and the Certified Financial Planner (CFP®) designation\, and a Bachelor of Business Administration from Baylor University\, where he majored in both Financial Services & Planning and Risk Management & Insurance. Mr. Fees holds a FINRA Series 7 license and Series 66 license. \nMr. Fees serves as a Co-Fiduciary with ever-increasing responsibilities of fiduciary consulting\, financial investment analysis and investment portfolio management. Mr. Fees currently provides Fiduciary Consulting to corporate clients and their qualified retirement plan oversight committees; including\, serving as the 3(38) Investment Fiduciary; development of Plan Governance; recommendations on Plan Design;\ndevelopment of the Investment Policy Statement; implementing the Plan’s Investment Options; overseeing Investment Monitoring and Reporting; and conducting periodic Benchmarking of Fees. \nMr. Fees serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. In his spare time\, he\nenjoys archery and endurance races. He especially enjoys spending time with his wife and five children. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
END:VEVENT
END:VCALENDAR