BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//TPSU - The Plan Sponsor University - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:TPSU - The Plan Sponsor University
X-ORIGINAL-URL:https://www.tpsuniversity.com
X-WR-CALDESC:Events for TPSU - The Plan Sponsor University
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/Phoenix
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20240101T000000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/Chicago
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20240310T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20241103T070000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20250309T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20251102T070000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0600
TZOFFSETTO:-0500
TZNAME:CDT
DTSTART:20260308T080000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0500
TZOFFSETTO:-0600
TZNAME:CST
DTSTART:20261101T070000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250306T080000
DTEND;TZID=America/New_York:20250306T140000
DTSTAMP:20260424T102207
CREATED:20250106T130032Z
LAST-MODIFIED:20250224T165957Z
UID:5413-1741248000-1741269600@www.tpsuniversity.com
SUMMARY:Quinnipiac University\, North Haven\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250226T080000
DTEND;TZID=America/New_York:20250226T140000
DTSTAMP:20260424T102207
CREATED:20241220T130019Z
LAST-MODIFIED:20250917T192758Z
UID:5378-1740556800-1740578400@www.tpsuniversity.com
SUMMARY:NOVA Southeastern University\, Fort Lauderdale\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/nova-southeastern-university-fort-lauderdale-fl-certified-401k-plan-fiduciary-program-2/
LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250130T080000
DTEND;TZID=America/Phoenix:20250130T140000
DTSTAMP:20260424T102207
CREATED:20241126T130015Z
LAST-MODIFIED:20250130T152410Z
UID:5314-1738224000-1738245600@www.tpsuniversity.com
SUMMARY:University of New Mexico\, Albuquerque\, NM - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/university-of-new-mexico-albuquerque-nm-certified-401k-plan-fiduciary-program/
LOCATION:University of New Mexico\, 1 University of New Mexico\, Albuquerque\, NM\, 87131\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250129T080000
DTEND;TZID=America/New_York:20250129T140000
DTSTAMP:20260424T102207
CREATED:20241125T130025Z
LAST-MODIFIED:20250122T203346Z
UID:4699-1738137600-1738159200@www.tpsuniversity.com
SUMMARY:Randolph Macon College\, Ashland\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/randolph-macon-college-ashland-va-certified-401k-plan-fiduciary-program/
LOCATION:Randolph-Macon College\, 304 Henry St.\, Ashland\, 23005\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250128T083000
DTEND;TZID=America/Chicago:20250128T120000
DTSTAMP:20260424T102207
CREATED:20241125T130033Z
LAST-MODIFIED:20250127T222336Z
UID:5330-1738053000-1738065600@www.tpsuniversity.com
SUMMARY:Virtual - Des Moines\, IA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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-des-moines-ia-certified-401k-plan-fiduciary-program/
LOCATION:TN
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241203T080000
DTEND;TZID=America/New_York:20241203T140000
DTSTAMP:20260424T102207
CREATED:20241002T120039Z
LAST-MODIFIED:20241126T153341Z
UID:4800-1733212800-1733234400@www.tpsuniversity.com
SUMMARY:Rollins College\, Winter Park\, FL – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/rollins-college-winter-park-fl-certified-401k-plan-fiduciary-program-2/
LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241120T080000
DTEND;TZID=America/New_York:20241120T140000
DTSTAMP:20260424T102207
CREATED:20240913T120051Z
LAST-MODIFIED:20241119T170332Z
UID:4566-1732089600-1732111200@www.tpsuniversity.com
SUMMARY:Sacramento State University\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/sacramento-state-university-sacramento-ca-certified-401k-plan-fiduciary-program/
LOCATION:Sacramento State University\, 6000 J St.\, Sacramento\, CA\, 95819\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T080000
DTEND;TZID=America/New_York:20241119T140000
DTSTAMP:20260424T102207
CREATED:20240911T120036Z
LAST-MODIFIED:20241114T205735Z
UID:4708-1732003200-1732024800@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-3/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241113T083000
DTEND;TZID=America/New_York:20241113T143000
DTSTAMP:20260424T102207
CREATED:20240911T120015Z
LAST-MODIFIED:20241113T144208Z
UID:4337-1731486600-1731508200@www.tpsuniversity.com
SUMMARY:Smith and Howard Advisory\, LLC - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/smith-and-howard-advisory-atlanta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Private: Smith and Howard Advisory\, LLC\, 271 17th Street NW\, Atlanta\, 30363\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241107T083000
DTEND;TZID=America/New_York:20241107T120000
DTSTAMP:20260424T102207
CREATED:20240930T152709Z
LAST-MODIFIED:20241030T160009Z
UID:5050-1730968200-1730980800@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\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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-charlston-sc-certified-401k-plan-fiduciary-program/
LOCATION:TN
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241030T080000
DTEND;TZID=America/New_York:20241030T140000
DTSTAMP:20260424T102208
CREATED:20240829T120040Z
LAST-MODIFIED:20241014T160002Z
UID:4808-1730275200-1730296800@www.tpsuniversity.com
SUMMARY:Fairfield University - Certified 401(k) Plan Fiduciary Program (Program Has Been Postponed to 2025)
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/fairfield-university-certified-401k-plan-fiduciary-program/
LOCATION:Fairfield University\, 1073 North Benson Road\, Fairfield\, CT\, 06824\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T083000
DTEND;TZID=America/New_York:20241029T143000
DTSTAMP:20260424T102208
CREATED:20240828T120001Z
LAST-MODIFIED:20241028T190918Z
UID:4361-1730190600-1730212200@www.tpsuniversity.com
SUMMARY:University of Maryland\, College Park\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/university-of-maryland-college-park-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241024T080000
DTEND;TZID=America/New_York:20241024T140000
DTSTAMP:20260424T102208
CREATED:20240823T120024Z
LAST-MODIFIED:20241018T132214Z
UID:4784-1729756800-1729778400@www.tpsuniversity.com
SUMMARY:Rice University\, Houston\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/rice-university-houston-tx-certified-401k-plan-fiduciary-program/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241022T080000
DTEND;TZID=America/New_York:20241022T140000
DTSTAMP:20260424T102208
CREATED:20240819T120016Z
LAST-MODIFIED:20241021T140206Z
UID:4823-1729584000-1729605600@www.tpsuniversity.com
SUMMARY:Butler University\, Indianapolis\, IN - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/butler-university-indianapolis-in-certified-401k-plan-fiduciary-program/
LOCATION:Butler University\, 704 W Hampton Dr.\, Indianapolis\, IN\, 46208\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241017T080000
DTEND;TZID=America/New_York:20241017T140000
DTSTAMP:20260424T102208
CREATED:20240816T120004Z
LAST-MODIFIED:20241002T165734Z
UID:4645-1729152000-1729173600@www.tpsuniversity.com
SUMMARY:Endicott College - Wylie Inn and Conference Center\, Beverly\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/endicott-college-wylie-inn-and-conference-center-beverly-ma-certified-401k-plan-fiduciary-program/
LOCATION:Endicott College – Wylie Inn and Conference Center\, 295 Hale Street\, Beverly\, MA\, 01915\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T083000
DTEND;TZID=America/New_York:20241016T143000
DTSTAMP:20260424T102208
CREATED:20240828T180536Z
LAST-MODIFIED:20241015T162833Z
UID:4898-1729067400-1729089000@www.tpsuniversity.com
SUMMARY:Arizona State University\, Tempe\, AZ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241003T080000
DTEND;TZID=America/New_York:20241003T140000
DTSTAMP:20260424T102208
CREATED:20240802T195827Z
LAST-MODIFIED:20241002T182231Z
UID:4775-1727942400-1727964000@www.tpsuniversity.com
SUMMARY:Drake University\, Des Moines\, IA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/drake-university-des-moines-ia-certified-401k-plan-fiduciary-program-2/
LOCATION:Drake University\, 2875 University Ave\, Des Moines\, IA\, 50311\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241002T080000
DTEND;TZID=America/New_York:20241002T140000
DTSTAMP:20260424T102208
CREATED:20240801T120054Z
LAST-MODIFIED:20241001T141009Z
UID:4330-1727856000-1727877600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program-2/
LOCATION:Univeristy of North Florida\, 12000 Alumni Drive\, Jacksonville\, FL\, 32224\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240925T080000
DTEND;TZID=America/New_York:20240925T140000
DTSTAMP:20260424T102208
CREATED:20240725T120005Z
LAST-MODIFIED:20240916T202934Z
UID:4419-1727251200-1727272800@www.tpsuniversity.com
SUMMARY:Florida Atlantic University - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/florida-atlantic-university-certified-401k-plan-fiduciary-program/
LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T083000
DTEND;TZID=America/New_York:20240924T143000
DTSTAMP:20260424T102208
CREATED:20240724T120057Z
LAST-MODIFIED:20240923T134959Z
UID:4441-1727166600-1727188200@www.tpsuniversity.com
SUMMARY:University of Chicago\, Chicago\, IL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/university-of-chicago-chicago-il-certified-401k-plan-fiduciary-program/
LOCATION:University of Chicago\, Gleacher Center\, 450 North Cityfront Plaza Dr\, Chicago\, IL\, 60611\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240919T080000
DTEND;TZID=America/New_York:20240919T140000
DTSTAMP:20260424T102208
CREATED:20240701T120055Z
LAST-MODIFIED:20241101T185016Z
UID:4166-1726732800-1726754400@www.tpsuniversity.com
SUMMARY:Marquette University\, Milwaukee\, WI - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/marquette-university-milwaukee-wi-certified-401k-plan-fiduciary-program-2/
LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T090000
DTEND;TZID=America/New_York:20240918T150000
DTSTAMP:20260424T102208
CREATED:20240716T120045Z
LAST-MODIFIED:20240911T201159Z
UID:4343-1726650000-1726671600@www.tpsuniversity.com
SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T083000
DTEND;TZID=America/New_York:20240918T143000
DTSTAMP:20260424T102208
CREATED:20240712T120059Z
LAST-MODIFIED:20240917T150323Z
UID:4609-1726648200-1726669800@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-2/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240827T090000
DTEND;TZID=America/New_York:20240827T150000
DTSTAMP:20260424T102208
CREATED:20240621T143803Z
LAST-MODIFIED:20240826T175908Z
UID:4594-1724749200-1724770800@www.tpsuniversity.com
SUMMARY:California State University San Marcos\, San Marcos\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/california-state-university-san-marcos-san-marcos-ca-certified-401k-plan-fiduciary-program/
LOCATION:California State University San Marcos\, 333 S. Twin Oaks Valley Rd.\, San Marcos\, CA\, 92069\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240821T090000
DTEND;TZID=America/New_York:20240821T150000
DTSTAMP:20260424T102208
CREATED:20240621T184409Z
LAST-MODIFIED:20240820T154429Z
UID:4601-1724230800-1724252400@www.tpsuniversity.com
SUMMARY:University of Southern California\, Los Angeles\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/university-of-southern-california-los-angeles-ca-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Southern California\, 3607 Trousdale Parkway\, Los Angeles\, CA\, 90089\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T080000
DTEND;TZID=America/New_York:20240620T140000
DTSTAMP:20260424T102208
CREATED:20240422T120001Z
LAST-MODIFIED:20240614T192022Z
UID:4107-1718870400-1718892000@www.tpsuniversity.com
SUMMARY:Boston College\, Boston\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/boston-college-chestnut-hill-ma-certified-401k-plan-fiduciary-program/
LOCATION:Boston College\, 150 St. Thomas More Rd\, Boston\, MA\, 02135\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240613T080000
DTEND;TZID=America/New_York:20240613T140000
DTSTAMP:20260424T102208
CREATED:20240412T120045Z
LAST-MODIFIED:20240531T133724Z
UID:4025-1718265600-1718287200@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-2/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240612T080000
DTEND;TZID=America/New_York:20240612T140000
DTSTAMP:20260424T102208
CREATED:20240411T120025Z
LAST-MODIFIED:20240607T142514Z
UID:4254-1718179200-1718200800@www.tpsuniversity.com
SUMMARY:University of Georgia - Atlanta Campus\, Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/university-of-georgia-atlanta-ga-certified-401k-plan-fiduciary-program/
LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240611T080000
DTEND;TZID=America/New_York:20240611T140000
DTSTAMP:20260424T102208
CREATED:20240403T120046Z
LAST-MODIFIED:20240515T200921Z
UID:4138-1718092800-1718114400@www.tpsuniversity.com
SUMMARY:Rutgers University Inn & Conference Center\, New Brunswick\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/rutgers-university-inn-conference-center-new-brunswick-nj-certified-401k-plan-fiduciary-program/
LOCATION:Rutgers University Inn and Conference Center\, 178 Ryders Lane\, New Brunswick\, NJ\, 08901\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240514T083000
DTEND;TZID=America/New_York:20240514T143000
DTSTAMP:20260424T102208
CREATED:20240313T120015Z
LAST-MODIFIED:20240510T133312Z
UID:3762-1715675400-1715697000@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA  - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, December 11\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nLoews Vanderbilt Hotel\n2100 W End Ave\nNashville\, TN 37203\nOcean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary \nSession 2 - Latest Trends in DC Plans\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\nSteven W Glasgow\, CFA\, CIMA®\, AIF®\, CPFA®\, CEPA®\nManaging Director\nHUB Retirement and Wealth Management \nSteven brings more than 30 years of experience working with institutional investors including defined contribution plans\, defined benefit plans\, endowment and foundations\, as well as corporate cash mandates. \nSteven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025). \nSteven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential\, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance\, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute. \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/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
END:VEVENT
END:VCALENDAR