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DTSTART;TZID=America/New_York:20250129T080000
DTEND;TZID=America/New_York:20250129T140000
DTSTAMP:20260425T082021
CREATED:20241125T130025Z
LAST-MODIFIED:20250122T203346Z
UID:4699-1738137600-1738159200@www.tpsuniversity.com
SUMMARY:Randolph Macon College\, Ashland\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/randolph-macon-college-ashland-va-certified-401k-plan-fiduciary-program/
LOCATION:Randolph-Macon College\, 304 Henry St.\, Ashland\, 23005\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250128T083000
DTEND;TZID=America/Chicago:20250128T120000
DTSTAMP:20260425T082021
CREATED:20241125T130033Z
LAST-MODIFIED:20250127T222336Z
UID:5330-1738053000-1738065600@www.tpsuniversity.com
SUMMARY:Virtual - Des Moines\, IA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/virtual-des-moines-ia-certified-401k-plan-fiduciary-program/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241203T080000
DTEND;TZID=America/New_York:20241203T140000
DTSTAMP:20260425T082021
CREATED:20241002T120039Z
LAST-MODIFIED:20241126T153341Z
UID:4800-1733212800-1733234400@www.tpsuniversity.com
SUMMARY:Rollins College\, Winter Park\, FL – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/rollins-college-winter-park-fl-certified-401k-plan-fiduciary-program-2/
LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241120T080000
DTEND;TZID=America/New_York:20241120T140000
DTSTAMP:20260425T082021
CREATED:20240913T120051Z
LAST-MODIFIED:20241119T170332Z
UID:4566-1732089600-1732111200@www.tpsuniversity.com
SUMMARY:Sacramento State University\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/sacramento-state-university-sacramento-ca-certified-401k-plan-fiduciary-program/
LOCATION:Sacramento State University\, 6000 J St.\, Sacramento\, CA\, 95819\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T080000
DTEND;TZID=America/New_York:20241119T140000
DTSTAMP:20260425T082021
CREATED:20240911T120036Z
LAST-MODIFIED:20241114T205735Z
UID:4708-1732003200-1732024800@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-3/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241113T083000
DTEND;TZID=America/New_York:20241113T143000
DTSTAMP:20260425T082021
CREATED:20240911T120015Z
LAST-MODIFIED:20241113T144208Z
UID:4337-1731486600-1731508200@www.tpsuniversity.com
SUMMARY:Smith and Howard Advisory\, LLC - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/smith-and-howard-advisory-atlanta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Private: Smith and Howard Advisory\, LLC\, 271 17th Street NW\, Atlanta\, 30363\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241107T083000
DTEND;TZID=America/New_York:20241107T120000
DTSTAMP:20260425T082021
CREATED:20240930T152709Z
LAST-MODIFIED:20241030T160009Z
UID:5050-1730968200-1730980800@www.tpsuniversity.com
SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/virtual-charlston-sc-certified-401k-plan-fiduciary-program/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241030T080000
DTEND;TZID=America/New_York:20241030T140000
DTSTAMP:20260425T082021
CREATED:20240829T120040Z
LAST-MODIFIED:20241014T160002Z
UID:4808-1730275200-1730296800@www.tpsuniversity.com
SUMMARY:Fairfield University - Certified 401(k) Plan Fiduciary Program (Program Has Been Postponed to 2025)
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/fairfield-university-certified-401k-plan-fiduciary-program/
LOCATION:Fairfield University\, 1073 North Benson Road\, Fairfield\, CT\, 06824\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T083000
DTEND;TZID=America/New_York:20241029T143000
DTSTAMP:20260425T082021
CREATED:20240828T120001Z
LAST-MODIFIED:20241028T190918Z
UID:4361-1730190600-1730212200@www.tpsuniversity.com
SUMMARY:University of Maryland\, College Park\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/university-of-maryland-college-park-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241024T080000
DTEND;TZID=America/New_York:20241024T140000
DTSTAMP:20260425T082021
CREATED:20240823T120024Z
LAST-MODIFIED:20241018T132214Z
UID:4784-1729756800-1729778400@www.tpsuniversity.com
SUMMARY:Rice University\, Houston\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-certified-401k-plan-fiduciary-program/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241022T080000
DTEND;TZID=America/New_York:20241022T140000
DTSTAMP:20260425T082021
CREATED:20240819T120016Z
LAST-MODIFIED:20241021T140206Z
UID:4823-1729584000-1729605600@www.tpsuniversity.com
SUMMARY:Butler University\, Indianapolis\, IN - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/butler-university-indianapolis-in-certified-401k-plan-fiduciary-program/
LOCATION:Butler University\, 704 W Hampton Dr.\, Indianapolis\, IN\, 46208\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241017T080000
DTEND;TZID=America/New_York:20241017T140000
DTSTAMP:20260425T082021
CREATED:20240816T120004Z
LAST-MODIFIED:20241002T165734Z
UID:4645-1729152000-1729173600@www.tpsuniversity.com
SUMMARY:Endicott College - Wylie Inn and Conference Center\, Beverly\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/endicott-college-wylie-inn-and-conference-center-beverly-ma-certified-401k-plan-fiduciary-program/
LOCATION:Endicott College – Wylie Inn and Conference Center\, 295 Hale Street\, Beverly\, MA\, 01915\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T083000
DTEND;TZID=America/New_York:20241016T143000
DTSTAMP:20260425T082021
CREATED:20240828T180536Z
LAST-MODIFIED:20241015T162833Z
UID:4898-1729067400-1729089000@www.tpsuniversity.com
SUMMARY:Arizona State University\, Tempe\, AZ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241003T080000
DTEND;TZID=America/New_York:20241003T140000
DTSTAMP:20260425T082021
CREATED:20240802T195827Z
LAST-MODIFIED:20241002T182231Z
UID:4775-1727942400-1727964000@www.tpsuniversity.com
SUMMARY:Drake University\, Des Moines\, IA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/drake-university-des-moines-ia-certified-401k-plan-fiduciary-program-2/
LOCATION:Drake University\, 2875 University Ave\, Des Moines\, IA\, 50311\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241002T080000
DTEND;TZID=America/New_York:20241002T140000
DTSTAMP:20260425T082021
CREATED:20240801T120054Z
LAST-MODIFIED:20241001T141009Z
UID:4330-1727856000-1727877600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program-2/
LOCATION:Univeristy of North Florida\, 12000 Alumni Drive\, Jacksonville\, FL\, 32224\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240925T080000
DTEND;TZID=America/New_York:20240925T140000
DTSTAMP:20260425T082021
CREATED:20240725T120005Z
LAST-MODIFIED:20240916T202934Z
UID:4419-1727251200-1727272800@www.tpsuniversity.com
SUMMARY:Florida Atlantic University - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/florida-atlantic-university-certified-401k-plan-fiduciary-program/
LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T083000
DTEND;TZID=America/New_York:20240924T143000
DTSTAMP:20260425T082021
CREATED:20240724T120057Z
LAST-MODIFIED:20240923T134959Z
UID:4441-1727166600-1727188200@www.tpsuniversity.com
SUMMARY:University of Chicago\, Chicago\, IL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/university-of-chicago-chicago-il-certified-401k-plan-fiduciary-program/
LOCATION:University of Chicago\, Gleacher Center\, 450 North Cityfront Plaza Dr\, Chicago\, IL\, 60611\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240919T080000
DTEND;TZID=America/New_York:20240919T140000
DTSTAMP:20260425T082021
CREATED:20240701T120055Z
LAST-MODIFIED:20241101T185016Z
UID:4166-1726732800-1726754400@www.tpsuniversity.com
SUMMARY:Marquette University\, Milwaukee\, WI - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/marquette-university-milwaukee-wi-certified-401k-plan-fiduciary-program-2/
LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T090000
DTEND;TZID=America/New_York:20240918T150000
DTSTAMP:20260425T082021
CREATED:20240716T120045Z
LAST-MODIFIED:20240911T201159Z
UID:4343-1726650000-1726671600@www.tpsuniversity.com
SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T083000
DTEND;TZID=America/New_York:20240918T143000
DTSTAMP:20260425T082021
CREATED:20240712T120059Z
LAST-MODIFIED:20240917T150323Z
UID:4609-1726648200-1726669800@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-2/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240827T090000
DTEND;TZID=America/New_York:20240827T150000
DTSTAMP:20260425T082021
CREATED:20240621T143803Z
LAST-MODIFIED:20240826T175908Z
UID:4594-1724749200-1724770800@www.tpsuniversity.com
SUMMARY:California State University San Marcos\, San Marcos\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/california-state-university-san-marcos-san-marcos-ca-certified-401k-plan-fiduciary-program/
LOCATION:California State University San Marcos\, 333 S. Twin Oaks Valley Rd.\, San Marcos\, CA\, 92069\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240821T090000
DTEND;TZID=America/New_York:20240821T150000
DTSTAMP:20260425T082021
CREATED:20240621T184409Z
LAST-MODIFIED:20240820T154429Z
UID:4601-1724230800-1724252400@www.tpsuniversity.com
SUMMARY:University of Southern California\, Los Angeles\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/university-of-southern-california-los-angeles-ca-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Southern California\, 3607 Trousdale Parkway\, Los Angeles\, CA\, 90089\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T080000
DTEND;TZID=America/New_York:20240620T140000
DTSTAMP:20260425T082021
CREATED:20240422T120001Z
LAST-MODIFIED:20240614T192022Z
UID:4107-1718870400-1718892000@www.tpsuniversity.com
SUMMARY:Boston College\, Boston\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/boston-college-chestnut-hill-ma-certified-401k-plan-fiduciary-program/
LOCATION:Boston College\, 150 St. Thomas More Rd\, Boston\, MA\, 02135\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240613T080000
DTEND;TZID=America/New_York:20240613T140000
DTSTAMP:20260425T082022
CREATED:20240412T120045Z
LAST-MODIFIED:20240531T133724Z
UID:4025-1718265600-1718287200@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-2/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240612T080000
DTEND;TZID=America/New_York:20240612T140000
DTSTAMP:20260425T082022
CREATED:20240411T120025Z
LAST-MODIFIED:20240607T142514Z
UID:4254-1718179200-1718200800@www.tpsuniversity.com
SUMMARY:University of Georgia - Atlanta Campus\, Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/university-of-georgia-atlanta-ga-certified-401k-plan-fiduciary-program/
LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240611T080000
DTEND;TZID=America/New_York:20240611T140000
DTSTAMP:20260425T082022
CREATED:20240403T120046Z
LAST-MODIFIED:20240515T200921Z
UID:4138-1718092800-1718114400@www.tpsuniversity.com
SUMMARY:Rutgers University Inn & Conference Center\, New Brunswick\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/rutgers-university-inn-conference-center-new-brunswick-nj-certified-401k-plan-fiduciary-program/
LOCATION:Rutgers University Inn and Conference Center\, 178 Ryders Lane\, New Brunswick\, NJ\, 08901\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240514T083000
DTEND;TZID=America/New_York:20240514T143000
DTSTAMP:20260425T082022
CREATED:20240313T120015Z
LAST-MODIFIED:20240510T133312Z
UID:3762-1715675400-1715697000@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA  - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240507T080000
DTEND;TZID=America/New_York:20240507T140000
DTSTAMP:20260425T082022
CREATED:20240308T130044Z
LAST-MODIFIED:20240502T145636Z
UID:3647-1715068800-1715090400@www.tpsuniversity.com
SUMMARY:The University of South Florida\, Tampa\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/the-university-of-south-florida-tampa-fl-certified-401k-plan-fiduciary-program/
LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240430T080000
DTEND;TZID=America/New_York:20240430T140000
DTSTAMP:20260425T082022
CREATED:20240229T130024Z
LAST-MODIFIED:20240417T192735Z
UID:3732-1714464000-1714485600@www.tpsuniversity.com
SUMMARY:Sacramento State University\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/sacramento-state-university-certified-401k-plan-fiduciary-program/
LOCATION:Sacramento State University\, 6000 J St.\, Sacramento\, CA\, 95819\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/North_Dakota/Center:20240423T080000
DTEND;TZID=America/North_Dakota/Center:20240423T140000
DTSTAMP:20260425T082022
CREATED:20240318T141313Z
LAST-MODIFIED:20240423T134308Z
UID:4235-1713859200-1713880800@www.tpsuniversity.com
SUMMARY:Johnson County Community College\, Overland Park\, KS - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/johnson-county-community-college-overland-park-ks-certified-401k-plan-fiduciary-program/
LOCATION:Johnson County Community College\, 12345 College Blvd.\, Overland Park\, KS\, 66210\, United States
END:VEVENT
END:VCALENDAR