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/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:VTIMEZONE TZID:America/New_York 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/Denver BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20240310T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20241103T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20250309T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20251102T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20260308T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20261101T080000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20240310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20241103T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 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/New_York 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/Halifax BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20240310T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20241103T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20250309T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20251102T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20260308T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20261101T050000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Chicago:20251211T083000 DTEND;TZID=America/Chicago:20251211T143000 DTSTAMP:20260417T183026 CREATED:20251013T120026Z LAST-MODIFIED:20251202T145101Z UID:6656-1765441800-1765463400@www.tpsuniversity.com SUMMARY:Loews Vanderbilt Hotel\, Nashville\, TN - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/loews-vanderbilt-hotel-nashville-tn-certified-401k-plan-fiduciary-program/ LOCATION:Loews Vanderbilt Hotel\, 2100 W End Ave\, Nashville\, TN\, 37203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251209T080000 DTEND;TZID=America/New_York:20251209T140000 DTSTAMP:20260417T183026 CREATED:20250905T120016Z LAST-MODIFIED:20251202T182526Z UID:6596-1765267200-1765288800@www.tpsuniversity.com SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4\, 2025) DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-2/ LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251119T080000 DTEND;TZID=America/New_York:20251119T140000 DTSTAMP:20260417T183026 CREATED:20250916T120010Z LAST-MODIFIED:20251113T163041Z UID:5483-1763539200-1763560800@www.tpsuniversity.com SUMMARY:The University of South Florida\, Tampa\, FL - Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25\, 2025) DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/the-university-of-south-florida-tampa-fl-certified-401k-plan-fiduciary-program-2/ LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251106T080000 DTEND;TZID=America/New_York:20251106T140000 DTSTAMP:20260417T183026 CREATED:20250917T180639Z LAST-MODIFIED:20251104T164039Z UID:6816-1762416000-1762437600@www.tpsuniversity.com SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program-4/ 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:20251030T080000 DTEND;TZID=America/New_York:20251030T143000 DTSTAMP:20260417T183026 CREATED:20250829T120056Z LAST-MODIFIED:20251021T194951Z UID:6318-1761811200-1761834600@www.tpsuniversity.com SUMMARY:Phillips Academy\, Andover\, MA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/phillips-academy-andover-ma-certified-401k-plan-fiduciary-program/ LOCATION:Phillips Academy\, 4 Chapel Avenue\, Andover\, MA\, 01810\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20251028T080000 DTEND;TZID=America/Denver:20251028T140000 DTSTAMP:20260417T183026 CREATED:20250827T120018Z LAST-MODIFIED:20251015T223154Z UID:5697-1761638400-1761660000@www.tpsuniversity.com SUMMARY:The University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program-2/ LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251023T090000 DTEND;TZID=America/Los_Angeles:20251023T150000 DTSTAMP:20260417T183026 CREATED:20250825T120018Z LAST-MODIFIED:20251016T174926Z UID:5874-1761210000-1761231600@www.tpsuniversity.com SUMMARY:The University of California\, Davis\, Davis\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/the-university-of-california-davis-davis-ca-certified-401k-plan-fiduciary-program/ LOCATION:The University of California\, Davis\, 530 Alumni Ln.\, Davis\, CA\, 95616\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20251022T083000 DTEND;TZID=America/Phoenix:20251022T143000 DTSTAMP:20260417T183026 CREATED:20250821T120031Z LAST-MODIFIED:20251020T210827Z UID:6334-1761121800-1761143400@www.tpsuniversity.com SUMMARY:Arizona State University\, Tempe\, AZ - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-3/ LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251022T080000 DTEND;TZID=America/New_York:20251022T140000 DTSTAMP:20260417T183026 CREATED:20250313T120017Z LAST-MODIFIED:20251106T140356Z UID:5456-1761120000-1761141600@www.tpsuniversity.com SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-5/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251009T083000 DTEND;TZID=America/Halifax:20251009T143000 DTSTAMP:20260417T183026 CREATED:20250808T120026Z LAST-MODIFIED:20251119T141729Z UID:5474-1759998600-1760020200@www.tpsuniversity.com SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-4/ LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251009T080000 DTEND;TZID=America/New_York:20251009T141500 DTSTAMP:20260417T183026 CREATED:20250807T120045Z LAST-MODIFIED:20251002T182208Z UID:6496-1759996800-1760019300@www.tpsuniversity.com SUMMARY:Quinnipiac University\, North Haven\, CT - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program2/ LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250923T090000 DTEND;TZID=America/New_York:20250923T151500 DTSTAMP:20260417T183026 CREATED:20250723T120011Z LAST-MODIFIED:20250911T134139Z UID:5600-1758618000-1758640500@www.tpsuniversity.com SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-3/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250916T080000 DTEND;TZID=America/New_York:20250916T140000 DTSTAMP:20260417T183026 CREATED:20250715T120005Z LAST-MODIFIED:20250924T154527Z UID:5550-1758009600-1758031200@www.tpsuniversity.com SUMMARY:Marquette University\, Milwaukee\, WI - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/marquette-university-milwaukee-wi-certified-401k-plan-fiduciary-program-3/ LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250826T080000 DTEND;TZID=America/New_York:20250826T140000 DTSTAMP:20260417T183026 CREATED:20250625T120013Z LAST-MODIFIED:20250820T122144Z UID:6128-1756195200-1756216800@www.tpsuniversity.com SUMMARY:Rice University\, Houston\, TX - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-certified-401k-plan-fiduciary-program-2/ LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250820T080000 DTEND;TZID=America/New_York:20250820T140000 DTSTAMP:20260417T183026 CREATED:20250618T120055Z LAST-MODIFIED:20250917T200702Z UID:5508-1755676800-1755698400@www.tpsuniversity.com SUMMARY:Florida Atlantic University\, Boca Raton\, FL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/florida-atlantic-university-certified-401k-plan-fiduciary-program-2/ LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250819T080000 DTEND;TZID=America/New_York:20250819T140000 DTSTAMP:20260417T183027 CREATED:20250618T120039Z LAST-MODIFIED:20251024T194309Z UID:6160-1755590400-1755612000@www.tpsuniversity.com SUMMARY:North Carolina State University\, Raleigh\, NC - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/north-carolina-state-university-raleigh-nc-certified-401k-plan-fiduciary-program/ LOCATION:North Carolina State University\, 2450 Alumni Drive\, Raleigh\, NC\, 27606\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250814T080000 DTEND;TZID=America/New_York:20250814T140000 DTSTAMP:20260417T183027 CREATED:20250613T120007Z LAST-MODIFIED:20250917T195145Z UID:4481-1755158400-1755180000@www.tpsuniversity.com SUMMARY:Robert Morris University\, Moon Township\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/robert-morris-university-moon-township-pa-certified-401k-plan-fiduciary-program/ LOCATION:Robert Morris University\, 6001 University Blvd.\, Moon Township\, PA\, 15108\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250813T083000 DTEND;TZID=America/New_York:20250813T120000 DTSTAMP:20260417T183027 CREATED:20250624T160338Z LAST-MODIFIED:20251007T144327Z UID:6268-1755073800-1755086400@www.tpsuniversity.com SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program/ LOCATION:TX END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250812T083000 DTEND;TZID=America/New_York:20250812T143000 DTSTAMP:20260417T183027 CREATED:20250612T120004Z LAST-MODIFIED:20250805T163345Z UID:5681-1754987400-1755009000@www.tpsuniversity.com SUMMARY:George W. Bush Presidential Center\, Dallas\, TX - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-3/ LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250611T080000 DTEND;TZID=America/New_York:20250611T140000 DTSTAMP:20260417T183027 CREATED:20250404T120009Z LAST-MODIFIED:20250603T173453Z UID:5440-1749628800-1749650400@www.tpsuniversity.com SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-4/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250605T080000 DTEND;TZID=America/New_York:20250605T140000 DTSTAMP:20260417T183027 CREATED:20250404T120025Z LAST-MODIFIED:20250530T195317Z UID:5673-1749110400-1749132000@www.tpsuniversity.com SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program/ LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250603T080000 DTEND;TZID=America/New_York:20250603T140000 DTSTAMP:20260417T183027 CREATED:20250402T120043Z LAST-MODIFIED:20250919T200258Z UID:5543-1748937600-1748959200@www.tpsuniversity.com SUMMARY:Rollins College\, Winter Park\, FL – Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/rollins-college-winter-park-fl-certified-401k-plan-fiduciary-program-3/ LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250521T080000 DTEND;TZID=America/Los_Angeles:20250521T140000 DTSTAMP:20260417T183027 CREATED:20250320T120039Z LAST-MODIFIED:20250516T172839Z UID:5746-1747814400-1747836000@www.tpsuniversity.com SUMMARY:California State University Sacramento\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/california-state-university-sacramento-sacramento-ca-certified-401k-plan-fiduciary-program/ LOCATION:California State University Sacramento\, 6000 J St.\, Sacramento\, CA\, 95819\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250515T090000 DTEND;TZID=America/New_York:20250515T150000 DTSTAMP:20260417T183027 CREATED:20250314T120031Z LAST-MODIFIED:20250513T145610Z UID:5852-1747299600-1747321200@www.tpsuniversity.com SUMMARY:University of San Diego\, San Diego\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/university-of-san-diego-san-diego-ca-certified-401k-plan-fiduciary-program/ LOCATION:University of San Diego\, 5555 Marian Way\, San Diego\, CA\, 92110\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20250513T080000 DTEND;TZID=America/Denver:20250513T140000 DTSTAMP:20260417T183027 CREATED:20250312T120036Z LAST-MODIFIED:20250506T180949Z UID:5690-1747123200-1747144800@www.tpsuniversity.com SUMMARY:University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/the-cable-center-denver-university-denver-co-certified-401k-plan-fiduciary-program/ LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20250410T083000 DTEND;TZID=America/Phoenix:20250410T143000 DTSTAMP:20260417T183027 CREATED:20250213T130011Z LAST-MODIFIED:20250402T125825Z UID:5753-1744273800-1744295400@www.tpsuniversity.com SUMMARY:Arizona State University\, Tempe\, AZ - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-2/ LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250327T083000 DTEND;TZID=America/New_York:20250327T143000 DTSTAMP:20260417T183027 CREATED:20250123T130045Z LAST-MODIFIED:20251020T201505Z UID:5515-1743064200-1743085800@www.tpsuniversity.com SUMMARY:George W. Bush Presidential Center\, Dallas\, TX - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-2/ LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250320T090000 DTEND;TZID=America/New_York:20250320T150000 DTSTAMP:20260417T183027 CREATED:20250120T130036Z LAST-MODIFIED:20250319T165537Z UID:5387-1742461200-1742482800@www.tpsuniversity.com SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-2/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250318T083000 DTEND;TZID=America/New_York:20250318T143000 DTSTAMP:20260417T183027 CREATED:20250115T130026Z LAST-MODIFIED:20250317T134527Z UID:5463-1742286600-1742308200@www.tpsuniversity.com SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-3/ LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250313T090000 DTEND;TZID=America/New_York:20250313T150000 DTSTAMP:20260417T183027 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:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, April 1\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nGeorge W. Bush Presidential Center\nSMU Campus\n2942 SMU Boulevard\nDallas\, TX 75205\nThe Cabinet Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - The Role of the Advisor \nSession 2 - Pro Tips for a Pain-Free Retirement Plan Audit\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKimberly Ellis\nHead of Strategic Partnerships\nFisher Retirement Solutions \nKimberly Ellis is the head of Strategic Partnerships at Fisher Retirement\nSolutions. She has 15 years of experience in the retirement industry and is passionate about helping employees get on track to retire comfortably. Kimberly enjoys helping plan sponsors tailor retirement plan solutions that meet their business goals. Her deep consulting experience has made her a thought leader for helping clients navigate the retirement plan landscape. Kimberly enjoys traveling with her husband and 2 daughters\, she embodies a strong dedication to her profession and her community. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Instructions 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 END:VCALENDAR