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X-WR-CALNAME:TPSU - The Plan Sponsor University
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X-WR-CALDESC:Events for TPSU - The Plan Sponsor University
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DTSTART;TZID=America/New_York:20260826T083000
DTEND;TZID=America/New_York:20260826T143000
DTSTAMP:20260714T171051Z
CREATED:20260626T120032Z
LAST-MODIFIED:20260714T171051Z
UID:8561-1787733000-1787754600@www.tpsuniversity.com
SUMMARY:Hilton Garden Inn Nashville Brentwood\,  Brentwood\, TN - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, June 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Ave.\nCenter Valley\, PA 18034\nCommonwealth Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Role of The Retirement Advisor  \nSession 2 - Navigating the Crosscurrents: DC Plan Legislation\, Litigation and the Road Ahead\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF®\, CPFA\, C(k)P®\nSenior Vice President\nHUB Retirement & Wealth Management \nBrendan P. Speers brings more than a decade of specialized retirement plan experience to the classroom — and he speaks the language of plan sponsors because he works alongside them every day. \nAs Senior Vice President of Retirement Plans at HUB Retirement & Wealth Management\, one of the nation’s leading insurance and advisory firms\, Brendan leads a dedicated retirement plan team that serves employers across a broad range of industries and plan sizes. His practice is built on a foundational belief he has held since the earliest days of his career: that every retirement plan — regardless of size or complexity — deserves the same rigorous standard of fiduciary oversight\, investment due diligence\, and participant advocacy that has long defined the large-market institutional space. \nBefore joining HUB\, Brendan served as Partner and Director of Retirement Plan Services at Legacy Planning\, where he built and led the firm’s retirement division from the ground up. His career began working with universities\, school districts\, and hospitals on large-market retirement programs — an experience that shaped his deep respect for fiduciary process and his conviction that documentation\, governance\, and participant outcomes are never optional. \nBrendan holds the Accredited Investment Fiduciary® (AIF®) designation\, awarded by fi360; the Certified Plan Fiduciary Advisor (CPFA) credential\, issued by the National Association of Plan Advisors (NAPA); and the Certified 401(k) Professional [C(k)P®] designation\, awarded by The Plan Sponsor University — three of the most respected credentials in the retirement plan advisory profession. He earned his Bachelor of Science in Business Administration from Duquesne University’s A.J. Palumbo School of Business and holds an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. \nAs an Adjunct Lecturer with The Plan Sponsor University\, Brendan leads semi-annual in-person fiduciary training events designed specifically for plan sponsors\, HR professionals\, CFOs\, and members of plan committees. These sessions translate complex ERISA requirements\, fiduciary duties\, and plan governance best practices into actionable frameworks that attendees can apply immediately within their organizations. Participants leave with a clearer understanding of their obligations under the law — and a stronger foundation for protecting both their employees and themselves. \nContinuing education credits are available for RCH\, CPE\, HRCI\, and SHRM. Seating is limited. Plan sponsors are encouraged to register early. \n  \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/hilton-garden-inn-nashville-brentwood-brentwood-tn-certified-401k-plan-fiduciary-program/
LOCATION:Hilton Garden Inn Nashville Brentwood\, 217 Centerview Dr\, Brentwood\, TN\, 37027\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260827T080000
DTEND;TZID=America/New_York:20260827T140000
DTSTAMP:20260706T152311Z
CREATED:20260629T120017Z
LAST-MODIFIED:20260706T152311Z
UID:6723-1787817600-1787839200@www.tpsuniversity.com
SUMMARY:Rescheduled from March 26\, 2026 - Texas State University\, San Marcos\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, June 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Ave.\nCenter Valley\, PA 18034\nCommonwealth Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Role of The Retirement Advisor  \nSession 2 - Navigating the Crosscurrents: DC Plan Legislation\, Litigation and the Road Ahead\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF®\, CPFA\, C(k)P®\nSenior Vice President\nHUB Retirement & Wealth Management \nBrendan P. Speers brings more than a decade of specialized retirement plan experience to the classroom — and he speaks the language of plan sponsors because he works alongside them every day. \nAs Senior Vice President of Retirement Plans at HUB Retirement & Wealth Management\, one of the nation’s leading insurance and advisory firms\, Brendan leads a dedicated retirement plan team that serves employers across a broad range of industries and plan sizes. His practice is built on a foundational belief he has held since the earliest days of his career: that every retirement plan — regardless of size or complexity — deserves the same rigorous standard of fiduciary oversight\, investment due diligence\, and participant advocacy that has long defined the large-market institutional space. \nBefore joining HUB\, Brendan served as Partner and Director of Retirement Plan Services at Legacy Planning\, where he built and led the firm’s retirement division from the ground up. His career began working with universities\, school districts\, and hospitals on large-market retirement programs — an experience that shaped his deep respect for fiduciary process and his conviction that documentation\, governance\, and participant outcomes are never optional. \nBrendan holds the Accredited Investment Fiduciary® (AIF®) designation\, awarded by fi360; the Certified Plan Fiduciary Advisor (CPFA) credential\, issued by the National Association of Plan Advisors (NAPA); and the Certified 401(k) Professional [C(k)P®] designation\, awarded by The Plan Sponsor University — three of the most respected credentials in the retirement plan advisory profession. He earned his Bachelor of Science in Business Administration from Duquesne University’s A.J. Palumbo School of Business and holds an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. \nAs an Adjunct Lecturer with The Plan Sponsor University\, Brendan leads semi-annual in-person fiduciary training events designed specifically for plan sponsors\, HR professionals\, CFOs\, and members of plan committees. These sessions translate complex ERISA requirements\, fiduciary duties\, and plan governance best practices into actionable frameworks that attendees can apply immediately within their organizations. Participants leave with a clearer understanding of their obligations under the law — and a stronger foundation for protecting both their employees and themselves. \nContinuing education credits are available for RCH\, CPE\, HRCI\, and SHRM. Seating is limited. Plan sponsors are encouraged to register early. \n  \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/texas-state-university-san-marcos-tx-certified-401k-plan-fiduciary-program/
LOCATION:Texas State University\, 109 Student Center Drive\, San Marcos\, TX\, 78666\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260902T083000
DTEND;TZID=America/New_York:20260902T120000
DTSTAMP:20260707T152618Z
CREATED:20260706T120010Z
LAST-MODIFIED:20260707T152618Z
UID:7364-1788337800-1788350400@www.tpsuniversity.com
SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, June 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Ave.\nCenter Valley\, PA 18034\nCommonwealth Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Role of The Retirement Advisor  \nSession 2 - Navigating the Crosscurrents: DC Plan Legislation\, Litigation and the Road Ahead\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nBrendan P. Speers\, AIF®\, CPFA\, C(k)P®\nSenior Vice President\nHUB Retirement & Wealth Management \nBrendan P. Speers brings more than a decade of specialized retirement plan experience to the classroom — and he speaks the language of plan sponsors because he works alongside them every day. \nAs Senior Vice President of Retirement Plans at HUB Retirement & Wealth Management\, one of the nation’s leading insurance and advisory firms\, Brendan leads a dedicated retirement plan team that serves employers across a broad range of industries and plan sizes. His practice is built on a foundational belief he has held since the earliest days of his career: that every retirement plan — regardless of size or complexity — deserves the same rigorous standard of fiduciary oversight\, investment due diligence\, and participant advocacy that has long defined the large-market institutional space. \nBefore joining HUB\, Brendan served as Partner and Director of Retirement Plan Services at Legacy Planning\, where he built and led the firm’s retirement division from the ground up. His career began working with universities\, school districts\, and hospitals on large-market retirement programs — an experience that shaped his deep respect for fiduciary process and his conviction that documentation\, governance\, and participant outcomes are never optional. \nBrendan holds the Accredited Investment Fiduciary® (AIF®) designation\, awarded by fi360; the Certified Plan Fiduciary Advisor (CPFA) credential\, issued by the National Association of Plan Advisors (NAPA); and the Certified 401(k) Professional [C(k)P®] designation\, awarded by The Plan Sponsor University — three of the most respected credentials in the retirement plan advisory profession. He earned his Bachelor of Science in Business Administration from Duquesne University’s A.J. Palumbo School of Business and holds an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. \nAs an Adjunct Lecturer with The Plan Sponsor University\, Brendan leads semi-annual in-person fiduciary training events designed specifically for plan sponsors\, HR professionals\, CFOs\, and members of plan committees. These sessions translate complex ERISA requirements\, fiduciary duties\, and plan governance best practices into actionable frameworks that attendees can apply immediately within their organizations. Participants leave with a clearer understanding of their obligations under the law — and a stronger foundation for protecting both their employees and themselves. \nContinuing education credits are available for RCH\, CPE\, HRCI\, and SHRM. Seating is limited. Plan sponsors are encouraged to register early. \n  \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-3/
LOCATION:PA
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
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