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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\nTuesday\, November 14\, 2023\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nCalifornia State University Long Beach\nWalter Pyramid - The Pointe\n1250 Bellflower Blvd\nLong Beach\, CA 90840\nSunset 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:\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\nMichael Deferro\, C(k)P®\, CPFA®\nSenior Retirement Plan Consultant\nFort Washington Financial & Insurance Services\, Inc. \nAs a Senior Retirement Plan Consultant Mike and his team provide consulting services to organizations pursuing retirement plan success through best practices that provide plan design\, administration\, fiduciary responsibility\, and employee retirement readiness including 401(k)\, 403(b) and 457 plans. \nProviding comprehensive retirement plan advice\, Mike achieves this by understanding the current situation through investment\, liability management\, risk management\, and legacy planning needs. He works directly with decision makers of all the leading market retirement platforms in designing\, administering\, and servicing executive benefits and their retirement plans. \nMike began his career in the financial services industry in 1998 with Bank One. He later joined Ivy Funds and most recently AllianceBernstein earning multiple sales awards over the years. While he spent much of his career training and sharing business development ideas with financial advisors\, at Fort Washington he can more directly serve the needs of clients working with them 1 on 1\, which is much more rewarding. \nIn 2013 Mike earned the C(k)P® Certified 401(k) Professional Designation from The Retirement Advisor University after completing educational programs\, passing rigorous examinations\, and meeting stringent experience requirements. Most recently in 2022 Mike earned the CPFA professional designation from NAPA demonstrating his expertise to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. In addition\, Mike holds the following FINRA licenses: SIE\, 7\, 24\, 63\, 65 and the California Life and Health Insurance licenses. \nMike is dedicated to the ongoing development of the financial services industry—recently completing the NAPA ESG(k) Certification for 401(k) Plan Advisors. He is also devoted to the betterment of his community with his participation in the Elks Club of Redondo Beach\, the Chamber of Commerce as well as numerous community events. Above all\, Mike values his time with his wife\, Manon\, and his daughter Keara. Mike also enjoys a good round of golf with friends\, is an avid walker and is very passionate about college sports. \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							Download PDF
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\nTuesday\, November 14\, 2023\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nCalifornia State University Long Beach\nWalter Pyramid - The Pointe\n1250 Bellflower Blvd\nLong Beach\, CA 90840\nSunset 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:\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\nMichael Deferro\, C(k)P®\, CPFA®\nSenior Retirement Plan Consultant\nFort Washington Financial & Insurance Services\, Inc. \nAs a Senior Retirement Plan Consultant Mike and his team provide consulting services to organizations pursuing retirement plan success through best practices that provide plan design\, administration\, fiduciary responsibility\, and employee retirement readiness including 401(k)\, 403(b) and 457 plans. \nProviding comprehensive retirement plan advice\, Mike achieves this by understanding the current situation through investment\, liability management\, risk management\, and legacy planning needs. He works directly with decision makers of all the leading market retirement platforms in designing\, administering\, and servicing executive benefits and their retirement plans. \nMike began his career in the financial services industry in 1998 with Bank One. He later joined Ivy Funds and most recently AllianceBernstein earning multiple sales awards over the years. While he spent much of his career training and sharing business development ideas with financial advisors\, at Fort Washington he can more directly serve the needs of clients working with them 1 on 1\, which is much more rewarding. \nIn 2013 Mike earned the C(k)P® Certified 401(k) Professional Designation from The Retirement Advisor University after completing educational programs\, passing rigorous examinations\, and meeting stringent experience requirements. Most recently in 2022 Mike earned the CPFA professional designation from NAPA demonstrating his expertise to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. In addition\, Mike holds the following FINRA licenses: SIE\, 7\, 24\, 63\, 65 and the California Life and Health Insurance licenses. \nMike is dedicated to the ongoing development of the financial services industry—recently completing the NAPA ESG(k) Certification for 401(k) Plan Advisors. He is also devoted to the betterment of his community with his participation in the Elks Club of Redondo Beach\, the Chamber of Commerce as well as numerous community events. Above all\, Mike values his time with his wife\, Manon\, and his daughter Keara. Mike also enjoys a good round of golf with friends\, is an avid walker and is very passionate about college sports. \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							Download PDF
URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-3/
LOCATION:CA
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\nTuesday\, November 14\, 2023\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nCalifornia State University Long Beach\nWalter Pyramid - The Pointe\n1250 Bellflower Blvd\nLong Beach\, CA 90840\nSunset 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:\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\nMichael Deferro\, C(k)P®\, CPFA®\nSenior Retirement Plan Consultant\nFort Washington Financial & Insurance Services\, Inc. \nAs a Senior Retirement Plan Consultant Mike and his team provide consulting services to organizations pursuing retirement plan success through best practices that provide plan design\, administration\, fiduciary responsibility\, and employee retirement readiness including 401(k)\, 403(b) and 457 plans. \nProviding comprehensive retirement plan advice\, Mike achieves this by understanding the current situation through investment\, liability management\, risk management\, and legacy planning needs. He works directly with decision makers of all the leading market retirement platforms in designing\, administering\, and servicing executive benefits and their retirement plans. \nMike began his career in the financial services industry in 1998 with Bank One. He later joined Ivy Funds and most recently AllianceBernstein earning multiple sales awards over the years. While he spent much of his career training and sharing business development ideas with financial advisors\, at Fort Washington he can more directly serve the needs of clients working with them 1 on 1\, which is much more rewarding. \nIn 2013 Mike earned the C(k)P® Certified 401(k) Professional Designation from The Retirement Advisor University after completing educational programs\, passing rigorous examinations\, and meeting stringent experience requirements. Most recently in 2022 Mike earned the CPFA professional designation from NAPA demonstrating his expertise to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. In addition\, Mike holds the following FINRA licenses: SIE\, 7\, 24\, 63\, 65 and the California Life and Health Insurance licenses. \nMike is dedicated to the ongoing development of the financial services industry—recently completing the NAPA ESG(k) Certification for 401(k) Plan Advisors. He is also devoted to the betterment of his community with his participation in the Elks Club of Redondo Beach\, the Chamber of Commerce as well as numerous community events. Above all\, Mike values his time with his wife\, Manon\, and his daughter Keara. Mike also enjoys a good round of golf with friends\, is an avid walker and is very passionate about college sports. \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							Download PDF
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\nTuesday\, November 14\, 2023\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nCalifornia State University Long Beach\nWalter Pyramid - The Pointe\n1250 Bellflower Blvd\nLong Beach\, CA 90840\nSunset 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:\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\nMichael Deferro\, C(k)P®\, CPFA®\nSenior Retirement Plan Consultant\nFort Washington Financial & Insurance Services\, Inc. \nAs a Senior Retirement Plan Consultant Mike and his team provide consulting services to organizations pursuing retirement plan success through best practices that provide plan design\, administration\, fiduciary responsibility\, and employee retirement readiness including 401(k)\, 403(b) and 457 plans. \nProviding comprehensive retirement plan advice\, Mike achieves this by understanding the current situation through investment\, liability management\, risk management\, and legacy planning needs. He works directly with decision makers of all the leading market retirement platforms in designing\, administering\, and servicing executive benefits and their retirement plans. \nMike began his career in the financial services industry in 1998 with Bank One. He later joined Ivy Funds and most recently AllianceBernstein earning multiple sales awards over the years. While he spent much of his career training and sharing business development ideas with financial advisors\, at Fort Washington he can more directly serve the needs of clients working with them 1 on 1\, which is much more rewarding. \nIn 2013 Mike earned the C(k)P® Certified 401(k) Professional Designation from The Retirement Advisor University after completing educational programs\, passing rigorous examinations\, and meeting stringent experience requirements. Most recently in 2022 Mike earned the CPFA professional designation from NAPA demonstrating his expertise to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. In addition\, Mike holds the following FINRA licenses: SIE\, 7\, 24\, 63\, 65 and the California Life and Health Insurance licenses. \nMike is dedicated to the ongoing development of the financial services industry—recently completing the NAPA ESG(k) Certification for 401(k) Plan Advisors. He is also devoted to the betterment of his community with his participation in the Elks Club of Redondo Beach\, the Chamber of Commerce as well as numerous community events. Above all\, Mike values his time with his wife\, Manon\, and his daughter Keara. Mike also enjoys a good round of golf with friends\, is an avid walker and is very passionate about college sports. \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							Download PDF
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/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\nTuesday\, November 14\, 2023\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nCalifornia State University Long Beach\nWalter Pyramid - The Pointe\n1250 Bellflower Blvd\nLong Beach\, CA 90840\nSunset 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:\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\nMichael Deferro\, C(k)P®\, CPFA®\nSenior Retirement Plan Consultant\nFort Washington Financial & Insurance Services\, Inc. \nAs a Senior Retirement Plan Consultant Mike and his team provide consulting services to organizations pursuing retirement plan success through best practices that provide plan design\, administration\, fiduciary responsibility\, and employee retirement readiness including 401(k)\, 403(b) and 457 plans. \nProviding comprehensive retirement plan advice\, Mike achieves this by understanding the current situation through investment\, liability management\, risk management\, and legacy planning needs. He works directly with decision makers of all the leading market retirement platforms in designing\, administering\, and servicing executive benefits and their retirement plans. \nMike began his career in the financial services industry in 1998 with Bank One. He later joined Ivy Funds and most recently AllianceBernstein earning multiple sales awards over the years. While he spent much of his career training and sharing business development ideas with financial advisors\, at Fort Washington he can more directly serve the needs of clients working with them 1 on 1\, which is much more rewarding. \nIn 2013 Mike earned the C(k)P® Certified 401(k) Professional Designation from The Retirement Advisor University after completing educational programs\, passing rigorous examinations\, and meeting stringent experience requirements. Most recently in 2022 Mike earned the CPFA professional designation from NAPA demonstrating his expertise to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities. In addition\, Mike holds the following FINRA licenses: SIE\, 7\, 24\, 63\, 65 and the California Life and Health Insurance licenses. \nMike is dedicated to the ongoing development of the financial services industry—recently completing the NAPA ESG(k) Certification for 401(k) Plan Advisors. He is also devoted to the betterment of his community with his participation in the Elks Club of Redondo Beach\, the Chamber of Commerce as well as numerous community events. Above all\, Mike values his time with his wife\, Manon\, and his daughter Keara. Mike also enjoys a good round of golf with friends\, is an avid walker and is very passionate about college sports. \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							Download PDF
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
END:VEVENT
END:VCALENDAR