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DTSTART;TZID=America/New_York:20231130T080000
DTEND;TZID=America/New_York:20231130T140000
DTSTAMP:20260619T060800
CREATED:20231024T162128Z
LAST-MODIFIED:20231129T154646Z
UID:3312-1701331200-1701352800@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nWake Forest University\nCharlotte Center\n200 N College St #150\nCharlotte\, NC 28202\nClassroom 124 \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 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants \nSession 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role \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\nJ. Andy Ingram\, AIF®\, QPFC®\, CPFA™\, Ri(k)™\nQualified Plan Fiduciary\, Lifestyle Investment Advisor\nCapital Investment Company of Virginia \nJ. Andy Ingram is a nationally recognized retirement plan advisor with a mission to simplify complex financial decisions and deliver retirement strategies that work—for both employers and employees. As Founder of Capital Investment Company of Virginia and a strategic partner of Sollinda Capital Management\, Andy brings fiduciary-first mindset\, deep technical knowledge\, and a client-centered approach to every engagement. He also serves as a featured faculty member with The Plan Sponsor University (TPSU)\, educating employers across the country on best practices in plan design and fiduciary governance. \nCredentials & Designations\nAndy holds some of the retirement industry’s most respected credentials:\n• AIF® – Accredited Investment Fiduciary\n• QPFC® – Qualified Plan Financial Consultant\n• CPFA™ – Certified Plan Fiduciary Advisor\n• Ri(k)™ – Retirement Income(k) Specialist \nThese designations affirm his specialized expertise in ERISA compliance\, plan benchmarking\, investment oversight\, and participant outcomes. \nCore Specialties\n• 401(k)/403(b) Plan Consulting & 3(38) Fiduciary Management\n• Plan Design Optimization & Cost Benchmarking\n• Participant Education & Retirement Readiness Programs\n• Wealth & Lifestyle Planning for Business Owners & Executives\n• Tax-Advantaged Strategies\, Including Roth Conversions & NUA Planning\n• Succession\, Estate\, and Multigenerational Wealth Planning \nAdvisory Philosophy\nAndy believes that every retirement plan and investment strategy should begin with listening. His planning process focuses on personalization\, transparency\, and performance\, backed by research driven strategies and open-architecture platforms. As an independent advisor\, Andy avoids cookie-cutter solutions—offering instead a tailored experience that prioritizes your long-term success. \nWhy Andy?\nWith over a decade of experience and a reputation for leadership in the retirement space\, Andy Ingram delivers strategies that are technically sound\, cost-efficient\, and deeply human. He brings expertise in Roth strategies\, tax planning\, and market resilience—paired with a client-first mindset that resonates with HR leaders\, CFOs\, business owners\, and individual investors alike. Whether you're building a 401(k) plan\, enhancing fiduciary oversight\, or seeking personalized retirement advice\, Andy provides a clear\, confident path forward. \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			\n							Download PDF
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T083000
DTEND;TZID=America/New_York:20231114T143000
DTSTAMP:20260619T060800
CREATED:20231023T222642Z
LAST-MODIFIED:20231023T223031Z
UID:3302-1699950600-1699972200@www.tpsuniversity.com
SUMMARY:California State University Long Beach - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nWake Forest University\nCharlotte Center\n200 N College St #150\nCharlotte\, NC 28202\nClassroom 124 \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 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants \nSession 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role \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\nJ. Andy Ingram\, AIF®\, QPFC®\, CPFA™\, Ri(k)™\nQualified Plan Fiduciary\, Lifestyle Investment Advisor\nCapital Investment Company of Virginia \nJ. Andy Ingram is a nationally recognized retirement plan advisor with a mission to simplify complex financial decisions and deliver retirement strategies that work—for both employers and employees. As Founder of Capital Investment Company of Virginia and a strategic partner of Sollinda Capital Management\, Andy brings fiduciary-first mindset\, deep technical knowledge\, and a client-centered approach to every engagement. He also serves as a featured faculty member with The Plan Sponsor University (TPSU)\, educating employers across the country on best practices in plan design and fiduciary governance. \nCredentials & Designations\nAndy holds some of the retirement industry’s most respected credentials:\n• AIF® – Accredited Investment Fiduciary\n• QPFC® – Qualified Plan Financial Consultant\n• CPFA™ – Certified Plan Fiduciary Advisor\n• Ri(k)™ – Retirement Income(k) Specialist \nThese designations affirm his specialized expertise in ERISA compliance\, plan benchmarking\, investment oversight\, and participant outcomes. \nCore Specialties\n• 401(k)/403(b) Plan Consulting & 3(38) Fiduciary Management\n• Plan Design Optimization & Cost Benchmarking\n• Participant Education & Retirement Readiness Programs\n• Wealth & Lifestyle Planning for Business Owners & Executives\n• Tax-Advantaged Strategies\, Including Roth Conversions & NUA Planning\n• Succession\, Estate\, and Multigenerational Wealth Planning \nAdvisory Philosophy\nAndy believes that every retirement plan and investment strategy should begin with listening. His planning process focuses on personalization\, transparency\, and performance\, backed by research driven strategies and open-architecture platforms. As an independent advisor\, Andy avoids cookie-cutter solutions—offering instead a tailored experience that prioritizes your long-term success. \nWhy Andy?\nWith over a decade of experience and a reputation for leadership in the retirement space\, Andy Ingram delivers strategies that are technically sound\, cost-efficient\, and deeply human. He brings expertise in Roth strategies\, tax planning\, and market resilience—paired with a client-first mindset that resonates with HR leaders\, CFOs\, business owners\, and individual investors alike. Whether you're building a 401(k) plan\, enhancing fiduciary oversight\, or seeking personalized retirement advice\, Andy provides a clear\, confident path forward. \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			\n							Download PDF
URL:https://www.tpsuniversity.com/event/california-state-university-long-beach-certified-401k-plan-fiduciary-program/
LOCATION:California State University Long Beach\, Pointe 1250 Bellflower Blvd\, Long Beach\, CA\, 90840\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T143000
DTSTAMP:20260619T060800
CREATED:20231023T221314Z
LAST-MODIFIED:20231023T221314Z
UID:3294-1698913800-1698935400@www.tpsuniversity.com
SUMMARY:George Mason University\, Fairfax\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nWake Forest University\nCharlotte Center\n200 N College St #150\nCharlotte\, NC 28202\nClassroom 124 \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 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants \nSession 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role \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\nJ. Andy Ingram\, AIF®\, QPFC®\, CPFA™\, Ri(k)™\nQualified Plan Fiduciary\, Lifestyle Investment Advisor\nCapital Investment Company of Virginia \nJ. Andy Ingram is a nationally recognized retirement plan advisor with a mission to simplify complex financial decisions and deliver retirement strategies that work—for both employers and employees. As Founder of Capital Investment Company of Virginia and a strategic partner of Sollinda Capital Management\, Andy brings fiduciary-first mindset\, deep technical knowledge\, and a client-centered approach to every engagement. He also serves as a featured faculty member with The Plan Sponsor University (TPSU)\, educating employers across the country on best practices in plan design and fiduciary governance. \nCredentials & Designations\nAndy holds some of the retirement industry’s most respected credentials:\n• AIF® – Accredited Investment Fiduciary\n• QPFC® – Qualified Plan Financial Consultant\n• CPFA™ – Certified Plan Fiduciary Advisor\n• Ri(k)™ – Retirement Income(k) Specialist \nThese designations affirm his specialized expertise in ERISA compliance\, plan benchmarking\, investment oversight\, and participant outcomes. \nCore Specialties\n• 401(k)/403(b) Plan Consulting & 3(38) Fiduciary Management\n• Plan Design Optimization & Cost Benchmarking\n• Participant Education & Retirement Readiness Programs\n• Wealth & Lifestyle Planning for Business Owners & Executives\n• Tax-Advantaged Strategies\, Including Roth Conversions & NUA Planning\n• Succession\, Estate\, and Multigenerational Wealth Planning \nAdvisory Philosophy\nAndy believes that every retirement plan and investment strategy should begin with listening. His planning process focuses on personalization\, transparency\, and performance\, backed by research driven strategies and open-architecture platforms. As an independent advisor\, Andy avoids cookie-cutter solutions—offering instead a tailored experience that prioritizes your long-term success. \nWhy Andy?\nWith over a decade of experience and a reputation for leadership in the retirement space\, Andy Ingram delivers strategies that are technically sound\, cost-efficient\, and deeply human. He brings expertise in Roth strategies\, tax planning\, and market resilience—paired with a client-first mindset that resonates with HR leaders\, CFOs\, business owners\, and individual investors alike. Whether you're building a 401(k) plan\, enhancing fiduciary oversight\, or seeking personalized retirement advice\, Andy provides a clear\, confident path forward. \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			\n							Download PDF
URL:https://www.tpsuniversity.com/event/george-mason-university-fairfax-va-certified-401k-plan-fiduciary-program/
LOCATION:george mason\, 4400 Rivanna River Way\, Fairfax\, VA\, 22030\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T120000
DTSTAMP:20260619T060800
CREATED:20231023T202750Z
LAST-MODIFIED:20231023T205517Z
UID:3275-1698913800-1698926400@www.tpsuniversity.com
SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nWake Forest University\nCharlotte Center\n200 N College St #150\nCharlotte\, NC 28202\nClassroom 124 \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 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants \nSession 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role \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\nJ. Andy Ingram\, AIF®\, QPFC®\, CPFA™\, Ri(k)™\nQualified Plan Fiduciary\, Lifestyle Investment Advisor\nCapital Investment Company of Virginia \nJ. Andy Ingram is a nationally recognized retirement plan advisor with a mission to simplify complex financial decisions and deliver retirement strategies that work—for both employers and employees. As Founder of Capital Investment Company of Virginia and a strategic partner of Sollinda Capital Management\, Andy brings fiduciary-first mindset\, deep technical knowledge\, and a client-centered approach to every engagement. He also serves as a featured faculty member with The Plan Sponsor University (TPSU)\, educating employers across the country on best practices in plan design and fiduciary governance. \nCredentials & Designations\nAndy holds some of the retirement industry’s most respected credentials:\n• AIF® – Accredited Investment Fiduciary\n• QPFC® – Qualified Plan Financial Consultant\n• CPFA™ – Certified Plan Fiduciary Advisor\n• Ri(k)™ – Retirement Income(k) Specialist \nThese designations affirm his specialized expertise in ERISA compliance\, plan benchmarking\, investment oversight\, and participant outcomes. \nCore Specialties\n• 401(k)/403(b) Plan Consulting & 3(38) Fiduciary Management\n• Plan Design Optimization & Cost Benchmarking\n• Participant Education & Retirement Readiness Programs\n• Wealth & Lifestyle Planning for Business Owners & Executives\n• Tax-Advantaged Strategies\, Including Roth Conversions & NUA Planning\n• Succession\, Estate\, and Multigenerational Wealth Planning \nAdvisory Philosophy\nAndy believes that every retirement plan and investment strategy should begin with listening. His planning process focuses on personalization\, transparency\, and performance\, backed by research driven strategies and open-architecture platforms. As an independent advisor\, Andy avoids cookie-cutter solutions—offering instead a tailored experience that prioritizes your long-term success. \nWhy Andy?\nWith over a decade of experience and a reputation for leadership in the retirement space\, Andy Ingram delivers strategies that are technically sound\, cost-efficient\, and deeply human. He brings expertise in Roth strategies\, tax planning\, and market resilience—paired with a client-first mindset that resonates with HR leaders\, CFOs\, business owners\, and individual investors alike. Whether you're building a 401(k) plan\, enhancing fiduciary oversight\, or seeking personalized retirement advice\, Andy provides a clear\, confident path forward. \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			\n							Download PDF
URL:https://www.tpsuniversity.com/event/virtual-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:NC
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260619T060800
CREATED:20230913T215018Z
LAST-MODIFIED:20231018T183023Z
UID:3170-1698825600-1698847200@www.tpsuniversity.com
SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nWake Forest University\nCharlotte Center\n200 N College St #150\nCharlotte\, NC 28202\nClassroom 124 \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 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants \nSession 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role \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\nJ. Andy Ingram\, AIF®\, QPFC®\, CPFA™\, Ri(k)™\nQualified Plan Fiduciary\, Lifestyle Investment Advisor\nCapital Investment Company of Virginia \nJ. Andy Ingram is a nationally recognized retirement plan advisor with a mission to simplify complex financial decisions and deliver retirement strategies that work—for both employers and employees. As Founder of Capital Investment Company of Virginia and a strategic partner of Sollinda Capital Management\, Andy brings fiduciary-first mindset\, deep technical knowledge\, and a client-centered approach to every engagement. He also serves as a featured faculty member with The Plan Sponsor University (TPSU)\, educating employers across the country on best practices in plan design and fiduciary governance. \nCredentials & Designations\nAndy holds some of the retirement industry’s most respected credentials:\n• AIF® – Accredited Investment Fiduciary\n• QPFC® – Qualified Plan Financial Consultant\n• CPFA™ – Certified Plan Fiduciary Advisor\n• Ri(k)™ – Retirement Income(k) Specialist \nThese designations affirm his specialized expertise in ERISA compliance\, plan benchmarking\, investment oversight\, and participant outcomes. \nCore Specialties\n• 401(k)/403(b) Plan Consulting & 3(38) Fiduciary Management\n• Plan Design Optimization & Cost Benchmarking\n• Participant Education & Retirement Readiness Programs\n• Wealth & Lifestyle Planning for Business Owners & Executives\n• Tax-Advantaged Strategies\, Including Roth Conversions & NUA Planning\n• Succession\, Estate\, and Multigenerational Wealth Planning \nAdvisory Philosophy\nAndy believes that every retirement plan and investment strategy should begin with listening. His planning process focuses on personalization\, transparency\, and performance\, backed by research driven strategies and open-architecture platforms. As an independent advisor\, Andy avoids cookie-cutter solutions—offering instead a tailored experience that prioritizes your long-term success. \nWhy Andy?\nWith over a decade of experience and a reputation for leadership in the retirement space\, Andy Ingram delivers strategies that are technically sound\, cost-efficient\, and deeply human. He brings expertise in Roth strategies\, tax planning\, and market resilience—paired with a client-first mindset that resonates with HR leaders\, CFOs\, business owners\, and individual investors alike. Whether you're building a 401(k) plan\, enhancing fiduciary oversight\, or seeking personalized retirement advice\, Andy provides a clear\, confident path forward. \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			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20260619T060800
CREATED:20231018T161156Z
LAST-MODIFIED:20231018T181920Z
UID:3223-1698307200-1698328800@www.tpsuniversity.com
SUMMARY:The College of New Jersey\, Ewing Township\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nWake Forest University\nCharlotte Center\n200 N College St #150\nCharlotte\, NC 28202\nClassroom 124 \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 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants \nSession 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role \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\nJ. Andy Ingram\, AIF®\, QPFC®\, CPFA™\, Ri(k)™\nQualified Plan Fiduciary\, Lifestyle Investment Advisor\nCapital Investment Company of Virginia \nJ. Andy Ingram is a nationally recognized retirement plan advisor with a mission to simplify complex financial decisions and deliver retirement strategies that work—for both employers and employees. As Founder of Capital Investment Company of Virginia and a strategic partner of Sollinda Capital Management\, Andy brings fiduciary-first mindset\, deep technical knowledge\, and a client-centered approach to every engagement. He also serves as a featured faculty member with The Plan Sponsor University (TPSU)\, educating employers across the country on best practices in plan design and fiduciary governance. \nCredentials & Designations\nAndy holds some of the retirement industry’s most respected credentials:\n• AIF® – Accredited Investment Fiduciary\n• QPFC® – Qualified Plan Financial Consultant\n• CPFA™ – Certified Plan Fiduciary Advisor\n• Ri(k)™ – Retirement Income(k) Specialist \nThese designations affirm his specialized expertise in ERISA compliance\, plan benchmarking\, investment oversight\, and participant outcomes. \nCore Specialties\n• 401(k)/403(b) Plan Consulting & 3(38) Fiduciary Management\n• Plan Design Optimization & Cost Benchmarking\n• Participant Education & Retirement Readiness Programs\n• Wealth & Lifestyle Planning for Business Owners & Executives\n• Tax-Advantaged Strategies\, Including Roth Conversions & NUA Planning\n• Succession\, Estate\, and Multigenerational Wealth Planning \nAdvisory Philosophy\nAndy believes that every retirement plan and investment strategy should begin with listening. His planning process focuses on personalization\, transparency\, and performance\, backed by research driven strategies and open-architecture platforms. As an independent advisor\, Andy avoids cookie-cutter solutions—offering instead a tailored experience that prioritizes your long-term success. \nWhy Andy?\nWith over a decade of experience and a reputation for leadership in the retirement space\, Andy Ingram delivers strategies that are technically sound\, cost-efficient\, and deeply human. He brings expertise in Roth strategies\, tax planning\, and market resilience—paired with a client-first mindset that resonates with HR leaders\, CFOs\, business owners\, and individual investors alike. Whether you're building a 401(k) plan\, enhancing fiduciary oversight\, or seeking personalized retirement advice\, Andy provides a clear\, confident path forward. \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			\n							Download PDF
URL:https://www.tpsuniversity.com/event/the-college-of-new-jersey-ewing-township-nj/
LOCATION:The College of New Jersey\, 2000 Pennington Road\, Ewing Township\, NJ\, 08628\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T080000
DTEND;TZID=America/New_York:20230919T140000
DTSTAMP:20260619T060800
CREATED:20230901T142746Z
LAST-MODIFIED:20230901T163912Z
UID:3098-1695110400-1695132000@www.tpsuniversity.com
SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nWake Forest University\nCharlotte Center\n200 N College St #150\nCharlotte\, NC 28202\nClassroom 124 \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 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants \nSession 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role \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\nJ. Andy Ingram\, AIF®\, QPFC®\, CPFA™\, Ri(k)™\nQualified Plan Fiduciary\, Lifestyle Investment Advisor\nCapital Investment Company of Virginia \nJ. Andy Ingram is a nationally recognized retirement plan advisor with a mission to simplify complex financial decisions and deliver retirement strategies that work—for both employers and employees. As Founder of Capital Investment Company of Virginia and a strategic partner of Sollinda Capital Management\, Andy brings fiduciary-first mindset\, deep technical knowledge\, and a client-centered approach to every engagement. He also serves as a featured faculty member with The Plan Sponsor University (TPSU)\, educating employers across the country on best practices in plan design and fiduciary governance. \nCredentials & Designations\nAndy holds some of the retirement industry’s most respected credentials:\n• AIF® – Accredited Investment Fiduciary\n• QPFC® – Qualified Plan Financial Consultant\n• CPFA™ – Certified Plan Fiduciary Advisor\n• Ri(k)™ – Retirement Income(k) Specialist \nThese designations affirm his specialized expertise in ERISA compliance\, plan benchmarking\, investment oversight\, and participant outcomes. \nCore Specialties\n• 401(k)/403(b) Plan Consulting & 3(38) Fiduciary Management\n• Plan Design Optimization & Cost Benchmarking\n• Participant Education & Retirement Readiness Programs\n• Wealth & Lifestyle Planning for Business Owners & Executives\n• Tax-Advantaged Strategies\, Including Roth Conversions & NUA Planning\n• Succession\, Estate\, and Multigenerational Wealth Planning \nAdvisory Philosophy\nAndy believes that every retirement plan and investment strategy should begin with listening. His planning process focuses on personalization\, transparency\, and performance\, backed by research driven strategies and open-architecture platforms. As an independent advisor\, Andy avoids cookie-cutter solutions—offering instead a tailored experience that prioritizes your long-term success. \nWhy Andy?\nWith over a decade of experience and a reputation for leadership in the retirement space\, Andy Ingram delivers strategies that are technically sound\, cost-efficient\, and deeply human. He brings expertise in Roth strategies\, tax planning\, and market resilience—paired with a client-first mindset that resonates with HR leaders\, CFOs\, business owners\, and individual investors alike. Whether you're building a 401(k) plan\, enhancing fiduciary oversight\, or seeking personalized retirement advice\, Andy provides a clear\, confident path forward. \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			\n							Download PDF
URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program/
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:20230914T083000
DTEND;TZID=America/New_York:20230914T143000
DTSTAMP:20260619T060800
CREATED:20230831T193605Z
LAST-MODIFIED:20230901T135045Z
UID:3066-1694680200-1694701800@www.tpsuniversity.com
SUMMARY:Roam Conference Room - Alpharetta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nWake Forest University\nCharlotte Center\n200 N College St #150\nCharlotte\, NC 28202\nClassroom 124 \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 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants \nSession 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role \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\nJ. Andy Ingram\, AIF®\, QPFC®\, CPFA™\, Ri(k)™\nQualified Plan Fiduciary\, Lifestyle Investment Advisor\nCapital Investment Company of Virginia \nJ. Andy Ingram is a nationally recognized retirement plan advisor with a mission to simplify complex financial decisions and deliver retirement strategies that work—for both employers and employees. As Founder of Capital Investment Company of Virginia and a strategic partner of Sollinda Capital Management\, Andy brings fiduciary-first mindset\, deep technical knowledge\, and a client-centered approach to every engagement. He also serves as a featured faculty member with The Plan Sponsor University (TPSU)\, educating employers across the country on best practices in plan design and fiduciary governance. \nCredentials & Designations\nAndy holds some of the retirement industry’s most respected credentials:\n• AIF® – Accredited Investment Fiduciary\n• QPFC® – Qualified Plan Financial Consultant\n• CPFA™ – Certified Plan Fiduciary Advisor\n• Ri(k)™ – Retirement Income(k) Specialist \nThese designations affirm his specialized expertise in ERISA compliance\, plan benchmarking\, investment oversight\, and participant outcomes. \nCore Specialties\n• 401(k)/403(b) Plan Consulting & 3(38) Fiduciary Management\n• Plan Design Optimization & Cost Benchmarking\n• Participant Education & Retirement Readiness Programs\n• Wealth & Lifestyle Planning for Business Owners & Executives\n• Tax-Advantaged Strategies\, Including Roth Conversions & NUA Planning\n• Succession\, Estate\, and Multigenerational Wealth Planning \nAdvisory Philosophy\nAndy believes that every retirement plan and investment strategy should begin with listening. His planning process focuses on personalization\, transparency\, and performance\, backed by research driven strategies and open-architecture platforms. As an independent advisor\, Andy avoids cookie-cutter solutions—offering instead a tailored experience that prioritizes your long-term success. \nWhy Andy?\nWith over a decade of experience and a reputation for leadership in the retirement space\, Andy Ingram delivers strategies that are technically sound\, cost-efficient\, and deeply human. He brings expertise in Roth strategies\, tax planning\, and market resilience—paired with a client-first mindset that resonates with HR leaders\, CFOs\, business owners\, and individual investors alike. Whether you're building a 401(k) plan\, enhancing fiduciary oversight\, or seeking personalized retirement advice\, Andy provides a clear\, confident path forward. \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			\n							Download PDF
URL:https://www.tpsuniversity.com/event/roam-conference-room-alpharetta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Roam Conference Room\, 5815 Windward Pkwy\, Suite 302\, Alpharetta\, GA\, 30005
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20260619T060800
CREATED:20230823T003544Z
LAST-MODIFIED:20230901T055922Z
UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, March 10\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nWake Forest University\nCharlotte Center\n200 N College St #150\nCharlotte\, NC 28202\nClassroom 124 \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 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants \nSession 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role \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\nJ. Andy Ingram\, AIF®\, QPFC®\, CPFA™\, Ri(k)™\nQualified Plan Fiduciary\, Lifestyle Investment Advisor\nCapital Investment Company of Virginia \nJ. Andy Ingram is a nationally recognized retirement plan advisor with a mission to simplify complex financial decisions and deliver retirement strategies that work—for both employers and employees. As Founder of Capital Investment Company of Virginia and a strategic partner of Sollinda Capital Management\, Andy brings fiduciary-first mindset\, deep technical knowledge\, and a client-centered approach to every engagement. He also serves as a featured faculty member with The Plan Sponsor University (TPSU)\, educating employers across the country on best practices in plan design and fiduciary governance. \nCredentials & Designations\nAndy holds some of the retirement industry’s most respected credentials:\n• AIF® – Accredited Investment Fiduciary\n• QPFC® – Qualified Plan Financial Consultant\n• CPFA™ – Certified Plan Fiduciary Advisor\n• Ri(k)™ – Retirement Income(k) Specialist \nThese designations affirm his specialized expertise in ERISA compliance\, plan benchmarking\, investment oversight\, and participant outcomes. \nCore Specialties\n• 401(k)/403(b) Plan Consulting & 3(38) Fiduciary Management\n• Plan Design Optimization & Cost Benchmarking\n• Participant Education & Retirement Readiness Programs\n• Wealth & Lifestyle Planning for Business Owners & Executives\n• Tax-Advantaged Strategies\, Including Roth Conversions & NUA Planning\n• Succession\, Estate\, and Multigenerational Wealth Planning \nAdvisory Philosophy\nAndy believes that every retirement plan and investment strategy should begin with listening. His planning process focuses on personalization\, transparency\, and performance\, backed by research driven strategies and open-architecture platforms. As an independent advisor\, Andy avoids cookie-cutter solutions—offering instead a tailored experience that prioritizes your long-term success. \nWhy Andy?\nWith over a decade of experience and a reputation for leadership in the retirement space\, Andy Ingram delivers strategies that are technically sound\, cost-efficient\, and deeply human. He brings expertise in Roth strategies\, tax planning\, and market resilience—paired with a client-first mindset that resonates with HR leaders\, CFOs\, business owners\, and individual investors alike. Whether you're building a 401(k) plan\, enhancing fiduciary oversight\, or seeking personalized retirement advice\, Andy provides a clear\, confident path forward. \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			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
END:VEVENT
END:VCALENDAR