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DTSTART;TZID=America/New_York:20261117T083000
DTEND;TZID=America/New_York:20261117T143000
DTSTAMP:20261103T165648Z
CREATED:20260918T120031Z
LAST-MODIFIED:20261103T165648Z
UID:8608-1794904200-1794925800@www.tpsuniversity.com
SUMMARY:Arizona State University\, Phoenix\, AZ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n					\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n					\n					\n	\n	\n\n\n	\n		\n	\n					\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-5/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261208T083000
DTEND;TZID=America/New_York:20261208T144500
DTSTAMP:20261103T164831Z
CREATED:20261007T120006Z
LAST-MODIFIED:20261103T164831Z
UID:8725-1796718600-1796741100@www.tpsuniversity.com
SUMMARY:University of Maryland\, College Park\, MD  - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, March 12\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFrederick Community College\n7932 Opossumtown Pike\nFrederick\, MD 21702\nConference Room E126AB \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n					\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n					\n					\n	\n	\n\n\n	\n		\n	\n					\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Misbehavin’ in Retirement Plans – It’s Time to Retire That Thinking Practical Strategies in Plan Design and Education from Behavioral Finance \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate and personal financial liability and most importantly improving the financial well-being for all\nemployees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-maryland-college-park-md-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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