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/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/Los_Angeles
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20240310T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20241103T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20250309T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20251102T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20260308T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20261101T090000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/Denver
BEGIN:DAYLIGHT
TZOFFSETFROM:-0700
TZOFFSETTO:-0600
TZNAME:MDT
DTSTART:20240310T090000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0600
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20241103T080000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0700
TZOFFSETTO:-0600
TZNAME:MDT
DTSTART:20250309T090000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0600
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20251102T080000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0700
TZOFFSETTO:-0600
TZNAME:MDT
DTSTART:20260308T090000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0600
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20261101T080000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/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:20250923T090000
DTEND;TZID=America/New_York:20250923T151500
DTSTAMP:20260417T173519
CREATED:20250723T120011Z
LAST-MODIFIED:20250911T134139Z
UID:5600-1758618000-1758640500@www.tpsuniversity.com
SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-3/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250916T080000
DTEND;TZID=America/New_York:20250916T140000
DTSTAMP:20260417T173519
CREATED:20250715T120005Z
LAST-MODIFIED:20250924T154527Z
UID:5550-1758009600-1758031200@www.tpsuniversity.com
SUMMARY:Marquette University\, Milwaukee\, WI - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-3/
LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250826T080000
DTEND;TZID=America/New_York:20250826T140000
DTSTAMP:20260417T173519
CREATED:20250625T120013Z
LAST-MODIFIED:20250820T122144Z
UID:6128-1756195200-1756216800@www.tpsuniversity.com
SUMMARY:Rice University\, Houston\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-2/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250820T080000
DTEND;TZID=America/New_York:20250820T140000
DTSTAMP:20260417T173519
CREATED:20250618T120055Z
LAST-MODIFIED:20250917T200702Z
UID:5508-1755676800-1755698400@www.tpsuniversity.com
SUMMARY:Florida Atlantic University\, Boca Raton\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-2/
LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250819T080000
DTEND;TZID=America/New_York:20250819T140000
DTSTAMP:20260417T173519
CREATED:20250618T120039Z
LAST-MODIFIED:20251024T194309Z
UID:6160-1755590400-1755612000@www.tpsuniversity.com
SUMMARY:North Carolina State University\, Raleigh\, NC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/north-carolina-state-university-raleigh-nc-certified-401k-plan-fiduciary-program/
LOCATION:North Carolina State University\, 2450 Alumni Drive\, Raleigh\, NC\, 27606\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250814T080000
DTEND;TZID=America/New_York:20250814T140000
DTSTAMP:20260417T173519
CREATED:20250613T120007Z
LAST-MODIFIED:20250917T195145Z
UID:4481-1755158400-1755180000@www.tpsuniversity.com
SUMMARY:Robert Morris University\, Moon Township\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/robert-morris-university-moon-township-pa-certified-401k-plan-fiduciary-program/
LOCATION:Robert Morris University\, 6001 University Blvd.\, Moon Township\, PA\, 15108\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250813T083000
DTEND;TZID=America/New_York:20250813T120000
DTSTAMP:20260417T173519
CREATED:20250624T160338Z
LAST-MODIFIED:20251007T144327Z
UID:6268-1755073800-1755086400@www.tpsuniversity.com
SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program/
LOCATION:PA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250812T083000
DTEND;TZID=America/New_York:20250812T143000
DTSTAMP:20260417T173520
CREATED:20250612T120004Z
LAST-MODIFIED:20250805T163345Z
UID:5681-1754987400-1755009000@www.tpsuniversity.com
SUMMARY:George W. Bush Presidential Center\, Dallas\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-3/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250611T080000
DTEND;TZID=America/New_York:20250611T140000
DTSTAMP:20260417T173520
CREATED:20250404T120009Z
LAST-MODIFIED:20250603T173453Z
UID:5440-1749628800-1749650400@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-4/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250605T080000
DTEND;TZID=America/New_York:20250605T140000
DTSTAMP:20260417T173520
CREATED:20250404T120025Z
LAST-MODIFIED:20250530T195317Z
UID:5673-1749110400-1749132000@www.tpsuniversity.com
SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program/
LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250603T080000
DTEND;TZID=America/New_York:20250603T140000
DTSTAMP:20260417T173520
CREATED:20250402T120043Z
LAST-MODIFIED:20250919T200258Z
UID:5543-1748937600-1748959200@www.tpsuniversity.com
SUMMARY:Rollins College\, Winter Park\, FL – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-3/
LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250521T080000
DTEND;TZID=America/Los_Angeles:20250521T140000
DTSTAMP:20260417T173520
CREATED:20250320T120039Z
LAST-MODIFIED:20250516T172839Z
UID:5746-1747814400-1747836000@www.tpsuniversity.com
SUMMARY:California State University Sacramento\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-sacramento-sacramento-ca-certified-401k-plan-fiduciary-program/
LOCATION:California State University Sacramento\, 6000 J St.\, Sacramento\, CA\, 95819\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250515T090000
DTEND;TZID=America/New_York:20250515T150000
DTSTAMP:20260417T173520
CREATED:20250314T120031Z
LAST-MODIFIED:20250513T145610Z
UID:5852-1747299600-1747321200@www.tpsuniversity.com
SUMMARY:University of San Diego\, San Diego\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-san-diego-san-diego-ca-certified-401k-plan-fiduciary-program/
LOCATION:University of San Diego\, 5555 Marian Way\, San Diego\, CA\, 92110\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20250513T080000
DTEND;TZID=America/Denver:20250513T140000
DTSTAMP:20260417T173520
CREATED:20250312T120036Z
LAST-MODIFIED:20250506T180949Z
UID:5690-1747123200-1747144800@www.tpsuniversity.com
SUMMARY:University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/the-cable-center-denver-university-denver-co-certified-401k-plan-fiduciary-program/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250410T083000
DTEND;TZID=America/Phoenix:20250410T143000
DTSTAMP:20260417T173520
CREATED:20250213T130011Z
LAST-MODIFIED:20250402T125825Z
UID:5753-1744273800-1744295400@www.tpsuniversity.com
SUMMARY:Arizona State University\, Tempe\, AZ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-2/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250327T083000
DTEND;TZID=America/New_York:20250327T143000
DTSTAMP:20260417T173520
CREATED:20250123T130045Z
LAST-MODIFIED:20251020T201505Z
UID:5515-1743064200-1743085800@www.tpsuniversity.com
SUMMARY:George W. Bush Presidential Center\, Dallas\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-2/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250320T090000
DTEND;TZID=America/New_York:20250320T150000
DTSTAMP:20260417T173520
CREATED:20250120T130036Z
LAST-MODIFIED:20250319T165537Z
UID:5387-1742461200-1742482800@www.tpsuniversity.com
SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-2/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250318T083000
DTEND;TZID=America/New_York:20250318T143000
DTSTAMP:20260417T173520
CREATED:20250115T130026Z
LAST-MODIFIED:20250317T134527Z
UID:5463-1742286600-1742308200@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-3/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250313T090000
DTEND;TZID=America/New_York:20250313T150000
DTSTAMP:20260417T173520
CREATED:20250117T205643Z
LAST-MODIFIED:20250310T133142Z
UID:5572-1741856400-1741878000@www.tpsuniversity.com
SUMMARY:Invesco Ltd. Corporate Headquarters - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/invesco-ltd-corporate-headquarters-atlanta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Invesco Ltd. Corporate Headquarters\, Midtown Union\, 1331 Spring Street\, NW\, Atlanta\, GA\, 30309\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250311T080000
DTEND;TZID=America/New_York:20250311T140000
DTSTAMP:20260417T173520
CREATED:20250108T130012Z
LAST-MODIFIED:20250306T165624Z
UID:5432-1741680000-1741701600@www.tpsuniversity.com
SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program-3/
LOCATION:Villanova University West Campus – Garey Hall\, Room 10A\, Spring Mill Rd & County Line Rd\, Villanova\, PA\, 19085
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250306T080000
DTEND;TZID=America/New_York:20250306T140000
DTSTAMP:20260417T173520
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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:20260417T173520
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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:20260417T173520
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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:20260417T173520
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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:20260417T173520
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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:PA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241203T080000
DTEND;TZID=America/New_York:20241203T140000
DTSTAMP:20260417T173520
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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:20260417T173520
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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:20260417T173520
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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:20260417T173520
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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:20260417T173520
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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:PA
END:VEVENT
END:VCALENDAR