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DTSTART;TZID=America/New_York:20260826T083000
DTEND;TZID=America/New_York:20260826T143000
DTSTAMP:20260714T171051Z
CREATED:20260626T120032Z
LAST-MODIFIED:20260714T171051Z
UID:8561-1787733000-1787754600@www.tpsuniversity.com
SUMMARY:Hilton Garden Inn Nashville Brentwood\,  Brentwood\, TN - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 30\, 2023\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Avenue\nCenter Valley\, PA 18034\nCommonwealth 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 Fundamentals - Balancing Roles\, responsibilities and Risk \nSession 2 - Continued Progress Through Partnership – 2023 Defined Contribution Plan Sponsor Survey Findings \n  \n \n\n	\n	\n		\n			\n					\n						Download Agenda\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF ®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, nonprofits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes. \nAn avid snowmobiler and water skier\, I reside in Ottsville\, PA with my wife\, LeighAnn\, daughter\, Aubrey\, and sons\, Ryan and Brett. \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 Parking Directions
URL:https://www.tpsuniversity.com/event/hilton-garden-inn-nashville-brentwood-brentwood-tn-certified-401k-plan-fiduciary-program/
LOCATION:Hilton Garden Inn Nashville Brentwood\, 217 Centerview Dr\, Brentwood\, TN\, 37027\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260827T080000
DTEND;TZID=America/New_York:20260827T140000
DTSTAMP:20260720T224317Z
CREATED:20260629T120017Z
LAST-MODIFIED:20260720T224317Z
UID:6723-1787817600-1787839200@www.tpsuniversity.com
SUMMARY:Rescheduled from March 26\, 2026 - Texas State University\, San Marcos\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 30\, 2023\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Avenue\nCenter Valley\, PA 18034\nCommonwealth 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 Fundamentals - Balancing Roles\, responsibilities and Risk \nSession 2 - Continued Progress Through Partnership – 2023 Defined Contribution Plan Sponsor Survey Findings \n  \n \n\n	\n	\n		\n			\n					\n						Download Agenda\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF ®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, nonprofits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes. \nAn avid snowmobiler and water skier\, I reside in Ottsville\, PA with my wife\, LeighAnn\, daughter\, Aubrey\, and sons\, Ryan and Brett. \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 Parking Directions
URL:https://www.tpsuniversity.com/event/texas-state-university-san-marcos-tx-certified-401k-plan-fiduciary-program/
LOCATION:Texas State University\, 109 Student Center Drive\, San Marcos\, TX\, 78666\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260902T083000
DTEND;TZID=America/New_York:20260902T120000
DTSTAMP:20260707T152618Z
CREATED:20260706T120010Z
LAST-MODIFIED:20260707T152618Z
UID:7364-1788337800-1788350400@www.tpsuniversity.com
SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 30\, 2023\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Avenue\nCenter Valley\, PA 18034\nCommonwealth 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 Fundamentals - Balancing Roles\, responsibilities and Risk \nSession 2 - Continued Progress Through Partnership – 2023 Defined Contribution Plan Sponsor Survey Findings \n  \n \n\n	\n	\n		\n			\n					\n						Download Agenda\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF ®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, nonprofits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes. \nAn avid snowmobiler and water skier\, I reside in Ottsville\, PA with my wife\, LeighAnn\, daughter\, Aubrey\, and sons\, Ryan and Brett. \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 Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-3/
LOCATION:PA
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260915T083000
DTEND;TZID=America/New_York:20260915T143000
DTSTAMP:20260717T123809Z
CREATED:20260717T120018Z
LAST-MODIFIED:20260717T123809Z
UID:7107-1789461000-1789482600@www.tpsuniversity.com
SUMMARY:George W. Bush Presidential Center\, Dallas\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 30\, 2023\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Avenue\nCenter Valley\, PA 18034\nCommonwealth 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 Fundamentals - Balancing Roles\, responsibilities and Risk \nSession 2 - Continued Progress Through Partnership – 2023 Defined Contribution Plan Sponsor Survey Findings \n  \n \n\n	\n	\n		\n			\n					\n						Download Agenda\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF ®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, nonprofits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes. \nAn avid snowmobiler and water skier\, I reside in Ottsville\, PA with my wife\, LeighAnn\, daughter\, Aubrey\, and sons\, Ryan and Brett. \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 Parking Directions
URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-5/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260917T080000
DTEND;TZID=America/New_York:20260917T140000
DTSTAMP:20260720T125437Z
CREATED:20260720T120049Z
LAST-MODIFIED:20260720T125437Z
UID:6880-1789632000-1789653600@www.tpsuniversity.com
SUMMARY:Marquette University\, Milwaukee\, WI - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 30\, 2023\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Avenue\nCenter Valley\, PA 18034\nCommonwealth 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 Fundamentals - Balancing Roles\, responsibilities and Risk \nSession 2 - Continued Progress Through Partnership – 2023 Defined Contribution Plan Sponsor Survey Findings \n  \n \n\n	\n	\n		\n			\n					\n						Download Agenda\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF ®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, nonprofits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes. \nAn avid snowmobiler and water skier\, I reside in Ottsville\, PA with my wife\, LeighAnn\, daughter\, Aubrey\, and sons\, Ryan and Brett. \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 Parking Directions
URL:https://www.tpsuniversity.com/event/marquette-university-milwaukee-wi-certified-401k-plan-fiduciary-program-4/
LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260924T083000
DTEND;TZID=America/Los_Angeles:20260924T120000
DTSTAMP:20260406T192542Z
CREATED:20260727T120024Z
LAST-MODIFIED:20260406T192542Z
UID:7020-1790238600-1790251200@www.tpsuniversity.com
SUMMARY:Virtual - Los Angeles\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 30\, 2023\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Avenue\nCenter Valley\, PA 18034\nCommonwealth 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 Fundamentals - Balancing Roles\, responsibilities and Risk \nSession 2 - Continued Progress Through Partnership – 2023 Defined Contribution Plan Sponsor Survey Findings \n  \n \n\n	\n	\n		\n			\n					\n						Download Agenda\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF ®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, nonprofits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes. \nAn avid snowmobiler and water skier\, I reside in Ottsville\, PA with my wife\, LeighAnn\, daughter\, Aubrey\, and sons\, Ryan and Brett. \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 Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-los-angeles-ca-certified-401k-plan-fiduciary-program/
LOCATION:PA
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260929T080000
DTEND;TZID=America/New_York:20260929T143000
DTSTAMP:20260727T223349Z
CREATED:20260727T120008Z
LAST-MODIFIED:20260727T223349Z
UID:6841-1790668800-1790692200@www.tpsuniversity.com
SUMMARY:Florida Atlantic University\, Boca Raton\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 30\, 2023\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Avenue\nCenter Valley\, PA 18034\nCommonwealth 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 Fundamentals - Balancing Roles\, responsibilities and Risk \nSession 2 - Continued Progress Through Partnership – 2023 Defined Contribution Plan Sponsor Survey Findings \n  \n \n\n	\n	\n		\n			\n					\n						Download Agenda\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF ®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, nonprofits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes. \nAn avid snowmobiler and water skier\, I reside in Ottsville\, PA with my wife\, LeighAnn\, daughter\, Aubrey\, and sons\, Ryan and Brett. \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 Parking Directions
URL:https://www.tpsuniversity.com/event/florida-atlantic-university-boca-raton-fl-certified-401k-plan-fiduciary-program/
LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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