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DTSTART;TZID=America/Los_Angeles:20260924T083000
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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
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DTSTART;TZID=America/New_York:20260929T080000
DTEND;TZID=America/New_York:20260929T143000
DTSTAMP:20260724T132926Z
CREATED:20260727T120008Z
LAST-MODIFIED:20260724T132926Z
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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