BEGIN:VCALENDAR VERSION:2.0 PRODID:-//TPSU - The Plan Sponsor University - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:TPSU - The Plan Sponsor University X-ORIGINAL-URL:https://www.tpsuniversity.com X-WR-CALDESC:Events for TPSU - The Plan Sponsor University REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Phoenix BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20240101T000000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20240310T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20241103T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20250309T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20251102T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20260308T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20261101T070000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20250313T090000 DTEND;TZID=America/New_York:20250313T150000 DTSTAMP:20260425T073821 CREATED:20250117T205643Z LAST-MODIFIED:20250310T133142Z UID:5572-1741856400-1741878000@www.tpsuniversity.com SUMMARY:Invesco Ltd. Corporate Headquarters - 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/invesco-ltd-corporate-headquarters-atlanta-ga-certified-401k-plan-fiduciary-program/ LOCATION:Invesco Ltd. Corporate Headquarters\, Midtown Union\, 1331 Spring Street\, NW\, Atlanta\, GA\, 30309\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250311T080000 DTEND;TZID=America/New_York:20250311T140000 DTSTAMP:20260425T073821 CREATED:20250108T130012Z LAST-MODIFIED:20250306T165624Z UID:5432-1741680000-1741701600@www.tpsuniversity.com SUMMARY:Villanova University\, Villanova\, 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/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program-3/ LOCATION:Villanova University West Campus – Garey Hall\, Room 10A\, Spring Mill Rd & County Line Rd\, Villanova\, PA\, 19085 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250306T080000 DTEND;TZID=America/New_York:20250306T140000 DTSTAMP:20260425T073821 CREATED:20250106T130032Z LAST-MODIFIED:20250224T165957Z UID:5413-1741248000-1741269600@www.tpsuniversity.com SUMMARY:Quinnipiac University\, North Haven\, CT - 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/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program/ LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250226T080000 DTEND;TZID=America/New_York:20250226T140000 DTSTAMP:20260425T073821 CREATED:20241220T130019Z LAST-MODIFIED:20250917T192758Z UID:5378-1740556800-1740578400@www.tpsuniversity.com SUMMARY:NOVA Southeastern University\, Fort Lauderdale\, 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/nova-southeastern-university-fort-lauderdale-fl-certified-401k-plan-fiduciary-program-2/ LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20250130T080000 DTEND;TZID=America/Phoenix:20250130T140000 DTSTAMP:20260425T073821 CREATED:20241126T130015Z LAST-MODIFIED:20250130T152410Z UID:5314-1738224000-1738245600@www.tpsuniversity.com SUMMARY:University of New Mexico\, Albuquerque\, NM - 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-new-mexico-albuquerque-nm-certified-401k-plan-fiduciary-program/ LOCATION:University of New Mexico\, 1 University of New Mexico\, Albuquerque\, NM\, 87131\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250129T080000 DTEND;TZID=America/New_York:20250129T140000 DTSTAMP:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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:20260425T073821 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 END:VCALENDAR