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: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
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
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: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/New_York:20260219T080000
DTEND;TZID=America/New_York:20260219T140000
DTSTAMP:20260425T114809
CREATED:20251218T192758Z
LAST-MODIFIED:20260204T181407Z
UID:7451-1771488000-1771509600@www.tpsuniversity.com
SUMMARY:Columbus State Community College\, Columbus\, OH - 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/columbus-state-community-college-columbus-oh-certified-401k-plan-fiduciary-program/
LOCATION:Columbus State Community College\, 315 Cleveland Ave.\, Columbus\, OH\, 43215\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T080000
DTEND;TZID=America/New_York:20260210T140000
DTSTAMP:20260425T114809
CREATED:20251212T130018Z
LAST-MODIFIED:20260204T185737Z
UID:6855-1770710400-1770732000@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-4/
LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251211T083000
DTEND;TZID=America/Chicago:20251211T143000
DTSTAMP:20260425T114809
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: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/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:20260425T114809
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: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/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:20260425T114809
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:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/the-university-of-south-florida-tampa-fl-certified-401k-plan-fiduciary-program-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:20260425T114809
CREATED:20250917T180639Z
LAST-MODIFIED:20251104T164039Z
UID:6816-1762416000-1762437600@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-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:20260425T114809
CREATED:20250829T120056Z
LAST-MODIFIED:20251021T194951Z
UID:6318-1761811200-1761834600@www.tpsuniversity.com
SUMMARY:Phillips Academy\, Andover\, 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/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:20260425T114809
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:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/the-university-of-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:20260425T114809
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:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/the-university-of-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:20260425T114809
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: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-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:20260425T114809
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: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-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:20260425T114809
CREATED:20250808T120026Z
LAST-MODIFIED:20251119T141729Z
UID:5474-1759998600-1760020200@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-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:20260425T114809
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: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-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:20260425T114809
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: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-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:20260425T114809
CREATED:20250715T120005Z
LAST-MODIFIED:20250924T154527Z
UID:5550-1758009600-1758031200@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-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:20260425T114809
CREATED:20250625T120013Z
LAST-MODIFIED:20250820T122144Z
UID:6128-1756195200-1756216800@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-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:20260425T114809
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: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-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:20260425T114809
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: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/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:20260425T114809
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: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/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:20260425T114809
CREATED:20250624T160338Z
LAST-MODIFIED:20251007T144327Z
UID:6268-1755073800-1755086400@www.tpsuniversity.com
SUMMARY:Virtual - 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/virtual-atlanta-ga-certified-401k-plan-fiduciary-program/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250812T083000
DTEND;TZID=America/New_York:20250812T143000
DTSTAMP:20260425T114809
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: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/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:20260425T114809
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: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-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:20260425T114809
CREATED:20250404T120025Z
LAST-MODIFIED:20250530T195317Z
UID:5673-1749110400-1749132000@www.tpsuniversity.com
SUMMARY:Stonehill College\, Easton\, 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/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:20260425T114809
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: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-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:20260425T114809
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: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-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:20260425T114809
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: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-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:20260425T114809
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:Registration Closed\n					\n\n	\n\n\n	\n		\n	When\nThursday\, April 16\, 2026\n8:30AM - 12:15PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Convergence of Retirement\, Health\, and Wealth  \nSession 2 - Washington Update \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors \nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI. \nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive. \nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary \nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n\n	\n	\n		\n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/the-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:20260425T114809
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: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-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:20260425T114809
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: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/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:20260425T114809
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: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-2/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
END:VEVENT
END:VCALENDAR