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DTSTAMP:20260615T172035
CREATED:20250829T120056Z
LAST-MODIFIED:20251021T194951Z
UID:6318-1761811200-1761834600@www.tpsuniversity.com
SUMMARY:Phillips Academy\, Andover\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/phillips-academy-andover-ma-certified-401k-plan-fiduciary-program/
LOCATION:Phillips Academy\, 4 Chapel Avenue\, Andover\, MA\, 01810\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251106T080000
DTEND;TZID=America/New_York:20251106T140000
DTSTAMP:20260615T172035
CREATED:20250917T180639Z
LAST-MODIFIED:20251104T164039Z
UID:6816-1762416000-1762437600@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\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program-4/
LOCATION:Villanova University West Campus – Garey Hall\, Room 10A\, Spring Mill Rd & County Line Rd\, Villanova\, PA\, 19085
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251119T080000
DTEND;TZID=America/New_York:20251119T140000
DTSTAMP:20260615T172035
CREATED:20250916T120010Z
LAST-MODIFIED:20251113T163041Z
UID:5483-1763539200-1763560800@www.tpsuniversity.com
SUMMARY:The University of South Florida\, Tampa\, FL - Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25\, 2025)
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/the-university-of-south-florida-tampa-fl-certified-401k-plan-fiduciary-program-2/
LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251209T080000
DTEND;TZID=America/New_York:20251209T140000
DTSTAMP:20260615T172035
CREATED:20250905T120016Z
LAST-MODIFIED:20251202T182526Z
UID:6596-1765267200-1765288800@www.tpsuniversity.com
SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4\, 2025)
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-2/
LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251211T083000
DTEND;TZID=America/Chicago:20251211T143000
DTSTAMP:20260615T172035
CREATED:20251013T120026Z
LAST-MODIFIED:20251202T145101Z
UID:6656-1765441800-1765463400@www.tpsuniversity.com
SUMMARY:Loews Vanderbilt Hotel\, Nashville\, TN - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/loews-vanderbilt-hotel-nashville-tn-certified-401k-plan-fiduciary-program/
LOCATION:Loews Vanderbilt Hotel\, 2100 W End Ave\, Nashville\, TN\, 37203\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T080000
DTEND;TZID=America/New_York:20260210T140000
DTSTAMP:20260615T172035
CREATED:20251212T130018Z
LAST-MODIFIED:20260204T185737Z
UID:6855-1770710400-1770732000@www.tpsuniversity.com
SUMMARY:Rollins College\, Winter Park\, FL – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/rollins-college-winter-park-fl-certified-401k-plan-fiduciary-program-4/
LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260219T080000
DTEND;TZID=America/New_York:20260219T140000
DTSTAMP:20260615T172035
CREATED:20251218T192758Z
LAST-MODIFIED:20260204T181407Z
UID:7451-1771488000-1771509600@www.tpsuniversity.com
SUMMARY:Columbus State Community College\, Columbus\, OH - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/columbus-state-community-college-columbus-oh-certified-401k-plan-fiduciary-program/
LOCATION:Columbus State Community College\, 315 Cleveland Ave.\, Columbus\, OH\, 43215\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260225T080000
DTEND;TZID=America/New_York:20260225T140000
DTSTAMP:20260615T172035
CREATED:20251218T130033Z
LAST-MODIFIED:20260217T224015Z
UID:6823-1772006400-1772028000@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\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/nova-southeastern-university-fort-lauderdale-fl-certified-401k-plan-fiduciary-program-3/
LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260226T080000
DTEND;TZID=America/Chicago:20260226T140000
DTSTAMP:20260615T172035
CREATED:20251218T130025Z
LAST-MODIFIED:20260213T221912Z
UID:6603-1772092800-1772114400@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\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-certified-401k-plan-fiduciary-program-3/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260304T080000
DTEND;TZID=America/New_York:20260304T140000
DTSTAMP:20260615T172035
CREATED:20260105T130022Z
LAST-MODIFIED:20260224T192403Z
UID:6833-1772611200-1772632800@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\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/robert-morris-university-moon-township-pa-certified-401k-plan-fiduciary-program-2/
LOCATION:Robert Morris University\, 6001 University Blvd.\, Moon Township\, PA\, 15108\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260310T080000
DTEND;TZID=America/New_York:20260310T140000
DTSTAMP:20260615T172035
CREATED:20260109T130031Z
LAST-MODIFIED:20260302T160914Z
UID:7152-1773129600-1773151200@www.tpsuniversity.com
SUMMARY:Wake Forest University\, Charlotte\, NC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/wake-forest-university-charlotte-nc-certified-401k-plan-fiduciary-program/
LOCATION:Wake Forest University\, 200 N College St #150\, Charlotte\, NC\, 28202\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260317T080000
DTEND;TZID=America/New_York:20260317T140000
DTSTAMP:20260615T172035
CREATED:20260116T130026Z
LAST-MODIFIED:20260311T150846Z
UID:7334-1773734400-1773756000@www.tpsuniversity.com
SUMMARY:Penn State Great Valley\, Malvern\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/penn-state-great-valley-malvern-pa-certified-401k-plan-fiduciary-program/
LOCATION:Penn State Great Valley\, Malvern\, PA\, 19355
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260324T090000
DTEND;TZID=America/New_York:20260324T150000
DTSTAMP:20260615T172035
CREATED:20260123T130023Z
LAST-MODIFIED:20260317T184406Z
UID:7274-1774342800-1774364400@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\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-5/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260401T083000
DTEND;TZID=America/Chicago:20260401T143000
DTSTAMP:20260615T172035
CREATED:20260202T130033Z
LAST-MODIFIED:20260325T183206Z
UID:7099-1775032200-1775053800@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\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-4/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260416T083000
DTEND;TZID=America/New_York:20260416T121500
DTSTAMP:20260615T172035
CREATED:20260216T130053Z
LAST-MODIFIED:20260415T143432Z
UID:7356-1776328200-1776341700@www.tpsuniversity.com
SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program - REGISTRATION NOW CLOSED
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-2/
LOCATION:OH
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260423T080000
DTEND;TZID=America/Denver:20260423T140000
DTSTAMP:20260615T172035
CREATED:20260223T130055Z
LAST-MODIFIED:20260421T181247Z
UID:7491-1776931200-1776952800@www.tpsuniversity.com
SUMMARY:Bellevue College\, Bellevue\, WA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/bellevue-college-bellevue-wa-certified-401k-plan-fiduciary-program/
LOCATION:Bellevue College\, 3000 Landerholm Cir SE\, Bellevue\, WA\, 98007\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260429T083000
DTEND;TZID=America/Denver:20260429T143000
DTSTAMP:20260615T172035
CREATED:20260227T130018Z
LAST-MODIFIED:20260421T214931Z
UID:7893-1777451400-1777473000@www.tpsuniversity.com
SUMMARY:Arizona State University\, Phoenix\, AZ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-4/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T090000
DTEND;TZID=America/New_York:20260513T151500
DTSTAMP:20260615T172035
CREATED:20260313T120032Z
LAST-MODIFIED:20260508T221145Z
UID:7884-1778662800-1778685300@www.tpsuniversity.com
SUMMARY:Broadridge\, New York\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/broadridge-new-york-ny-certified-401k-plan-fiduciary-program/
LOCATION:Broadridge\, 605 Third Avenue\, 41st Fl\, New York\, NY\, 10158\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260514T083000
DTEND;TZID=America/Halifax:20260514T143000
DTSTAMP:20260615T172035
CREATED:20260316T120010Z
LAST-MODIFIED:20260507T200849Z
UID:7311-1778747400-1778769000@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\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-5/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T090000
DTEND;TZID=America/New_York:20260519T150000
DTSTAMP:20260615T172035
CREATED:20260320T120004Z
LAST-MODIFIED:20260512T185241Z
UID:7781-1779181200-1779202800@www.tpsuniversity.com
SUMMARY:University of Georgia\, Atlanta\, GA  - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-georgia-atlanta-ga-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T083000
DTEND;TZID=America/New_York:20260521T144500
DTSTAMP:20260615T172035
CREATED:20260323T120036Z
LAST-MODIFIED:20260519T201813Z
UID:6762-1779352200-1779374700@www.tpsuniversity.com
SUMMARY:Kansas State University Olathe\, Olathe\, KS - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/kansas-state-university-olathe-olathe-ks-certified-401k-plan-fiduciary-program/
LOCATION:Kansas State University Olathe\, 22201 W. Innovation Drive\, Olathe\, KS\, 66061\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260602T090000
DTEND;TZID=America/Denver:20260602T151500
DTSTAMP:20260615T172035
CREATED:20260403T120013Z
LAST-MODIFIED:20260601T161524Z
UID:7620-1780390800-1780413300@www.tpsuniversity.com
SUMMARY:Oregon State University Portland Center\, OR - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/oregon-state-university-portland-center-or-certified-401k-plan-fiduciary-program/
LOCATION:Oregon State University Portland Center\, 555 SW Morrison Street\, Suite 200\, Portland\, OR\, 97204\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T080000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260615T172035
CREATED:20260406T120030Z
LAST-MODIFIED:20260602T142915Z
UID:7413-1780560000-1780581600@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\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-3/
LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260610T080000
DTEND;TZID=America/New_York:20260610T140000
DTSTAMP:20260615T172035
CREATED:20260413T120051Z
LAST-MODIFIED:20260604T195746Z
UID:7247-1781078400-1781100000@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\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-6/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T080000
DTEND;TZID=America/New_York:20260708T140000
DTSTAMP:20260615T172035
CREATED:20260508T120057Z
LAST-MODIFIED:20260512T195029Z
UID:8246-1783497600-1783519200@www.tpsuniversity.com
SUMMARY:Rice University\, Houston\, TX - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-tpsu-for-healthcare-fiduciaries/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260716T083000
DTEND;TZID=America/New_York:20260716T143000
DTSTAMP:20260615T172035
CREATED:20260518T120015Z
LAST-MODIFIED:20260603T155444Z
UID:8254-1784190600-1784212200@www.tpsuniversity.com
SUMMARY:University of Maryland\, College Park\, MD - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-maryland-college-parkmd-tpsu-for-healthcare-fiduciaries/
LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T080000
DTEND;TZID=America/New_York:20260721T140000
DTSTAMP:20260615T172035
CREATED:20260521T120028Z
LAST-MODIFIED:20260610T203006Z
UID:7751-1784620800-1784642400@www.tpsuniversity.com
SUMMARY:University of Buffalo\, Buffalo\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-buffalo-buffalo-ny-certified-401k-plan-fiduciary-program/
LOCATION:University of Buffalo\, 125 Service Center Rd\, Buffalo\, NY\, 14228\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T080000
DTEND;TZID=America/New_York:20260723T140000
DTSTAMP:20260615T172035
CREATED:20260526T120042Z
LAST-MODIFIED:20260526T140554Z
UID:8266-1784793600-1784815200@www.tpsuniversity.com
SUMMARY:University of South Florida\, Tampa\, FL - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-south-florida-tampa-fl-tpsu-for-healthcare-fiduciaries/
LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260804T080000
DTEND;TZID=America/New_York:20260804T140000
DTSTAMP:20260615T172035
CREATED:20260605T120029Z
LAST-MODIFIED:20260605T122259Z
UID:7286-1785830400-1785852000@www.tpsuniversity.com
SUMMARY:Rescheduled from April 2\, 2026 - 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\, February 19\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nColumbus State Community College\nWorkforce Development Building\n315 Cleveland Avenue\, 4th floor\,\nColumbus\, Ohio 43215\nRoom #414 AB \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 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship\n \nSession 2 - Latest Trends in DC Plans \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\nDeena Rini\, MBA\, C(k)P®\nSenior Vice President\, Managing Director\nOswald Financial \nDeena Rini is Senior Vice President and Managing Director of the Retirement Plan Division at Oswald Financial overseeing all business operations\, people and strategic initiatives. She has over eighteen years of industry experience\, previously serving in multiple roles on Oswald’s retirement plan team\, which she joined in 2007. \nDeena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6 and 63 securities registrations with LPL Financial and the Series 65 securities registration with Global Retirement Partners\, LLC. She also holds her C(k)P designation from The Retirement Advisor University. \nDeena exemplifies Oswald’s mission of “Commitment to Community\,” serving as a board member and treasurer for Hope Meadows Foundation. She has previously served as a board member for Holy Name High School where she cofounded and led their female mentorship program\, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board; as well as a past member of Advisory Board for PLANADVISER. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program and recently accepted into the Leadership Cleveland Class of 2026. \nDeena is the recipient of the 2023 Grau-Breslin Alumni Award from John Carroll University. She is the recipient of the 2020 Oswald Star Achiever Integrity Award.** \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nOswald Star Achiever Integrity Award 2020\nOswald Companies delivers employee appreciation awards based on our core values – Passion for Excellence\, Integrity\, Resourcefulness and Commitment to Community. Oswald Companies Human Resources and Executive Leadership team determine the winners based on observed behaviors and peer feedback. LPL Financial and Oswald Companies are separate entities. \nGrau-Breslin Alumni Award from John Carroll University\nJohn Carroll University Alumni Department identifies an alumnus that exhibits exceptional leadership and service to their community. \nTyler Deck\, QKA®\, CPFATM\nRegional Market Leader\nOswald Financial \nTyler Deck is a nationally recognized leader in retirement plan consulting\, honored as a three-time recipient of NAPA’s Top Plan Advisors Under 40 for his impact and innovation in the industry (2024\, 2025\, 2026).** As Regional Market Leader for Retirement Plan Services\, Tyler brings deep expertise in plan design\, fiduciary governance\, and participant outcomes ultimately helping organizations strive to optimize their retirement programs and drive measurable success. \nWith a client-first philosophy\, Tyler focuses on building strong partnerships rooted in transparency\, education\, and strategic insight. His approach works towards empowering employers and plan participants to make informed decisions with confidence\, seeking to ensure every engagement delivers exceptional service and long\nterm value. \nTyler is passionate about advancing best practices in the retirement plan space and is recognized for his ability to translate complex regulations into actionable strategies that aim to improve financial wellness and retirement readiness. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\nEstablished in 2014\, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists\, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. The award is not indicative of the Advisor’s future performance. No fee is charged to participate. \nIn 2023\, 268 applicants were received. 100 were ultimately selected. \nIn 2024\, 536 nominations were received\, and from that\, 268 completed the application. 100 were ultimately selected. \nIn 2025\, 662 nominations were received and from that\, 214 completed the application. 100 were ultimately selected. \nDouglas Stalter\, QKA®\, CPFATM\nVice President\, Director\, Strategic Growth\nOswald Financial \nDoug is a driven and results-oriented leader with a strong passion for delivering thoughtful\, effective solutions to both businesses and individuals that strive to positively impact their financial well-being. Through his extensive experience\, he has developed a disciplined and insightful approach to analysis and client service\, focused on the goal of enhancing the long-term wealth\, stability\, and security of those he serves. Doug finds great professional fulfillment in simplifying complex regulations and navigating intricate financial situations\, working towards helping clients develop clarity\, confidence\, and informed strategies that support better decision-making for themselves and their organizations. \nDoug is the recipient of PLANADVISER 2025 Top Retirement Plan Advisers\, NAPA’s 2025 Top DC Advisor Teams\, and Barron’s 2025 Top 100 Institutional Consulting Teams. \nDisclosures\nSecurities offered through LPL Financial\, member FINRA/SIPC. Investment advisory services offered through Global Retirement\nPartners\, DBA Oswald Financial\, an SEC registered investment advisor and separate entity from LPL Financial.\n**\n2025 PLANADVISER Retirement Plan Adviser of the Year finalists and winners\nFinalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.\nFor the fourth year in a row\, the awards are being issued in multiple categories. We have separated our recognition for “Community Impact and Giving Back” into a separate program and replaced that category with “403(b) Plan Service.” This year\, advisers are being recognized for their excellence in the following areas:\n• Closing the Coverage Gap — Micro/Startup Plans\n• Closing the Coverage Gap — MEPs/PEPs*\n• Inclusivity and Career Development\n• 403(b) Plan Service\n• Plan Participant Service\n• Plan Sponsor Service\n*Multiple Employer Plans/Pooled Employer Plans\nNominees are judged on a mixture of qualitative and quantitative measures\, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a\nfiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. For 2025\, 83 nominations were received\, 28 finalists were selected and 6 winners were announced. No fee is charged to participate. The rating is not indicative\nof the Advisor’s future performance." \n2025 NAPA Top DC Advisor Teams: established in 2017\, nominees had to be individual advisor team/offices with a defined contribution book of business\, in a single physical location. To be considered\, firms had to submit responses to an application form\, including information about their practices\, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors\, an affiliate organization of the American Retirement Association\, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 432 submissions participated in the ranking. 432 were named to the final ranking. \nBarron's 2025 Top 100 Institutional Consulting Teams. The teams in the ranking were evaluated on a range of criteria\, including institutional investment assets overseen by the team\, the revenue generated by those assets\, the number of clients served by the team\, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Advisor’s past or future performance. Neither the firm nor the Advisor pay a fee to Barron's in exchange for the rating. In 2025 there were 154 submissions for the Top 100 Institutional Consulting Teams. Please note\, these submissions are part of a pool of applicants who meet submission criteria\, including an assets-under-management minimum. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program-2/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
END:VCALENDAR