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DTSTART;TZID=America/New_York:20260416T083000
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DTSTAMP:20260422T185924
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-2/
LOCATION:PA
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260423T080000
DTEND;TZID=America/Denver:20260423T140000
DTSTAMP:20260422T185924
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260422T185924
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-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:20260513T150000
DTSTAMP:20260422T185924
CREATED:20260313T120032Z
LAST-MODIFIED:20260421T171613Z
UID:7884-1778662800-1778684400@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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260422T185924
CREATED:20260316T120010Z
LAST-MODIFIED:20260413T191013Z
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-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:20260422T185924
CREATED:20260320T120004Z
LAST-MODIFIED:20260422T204407Z
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-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:20260521T143000
DTSTAMP:20260422T185924
CREATED:20260323T120036Z
LAST-MODIFIED:20260421T191907Z
UID:6762-1779352200-1779373800@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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260602T150000
DTSTAMP:20260422T185924
CREATED:20260403T120013Z
LAST-MODIFIED:20260422T205208Z
UID:7620-1780390800-1780412400@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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260422T185924
CREATED:20260406T120030Z
LAST-MODIFIED:20260421T171959Z
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-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:20260422T185924
CREATED:20260413T120051Z
LAST-MODIFIED:20260421T172059Z
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\, November 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 -10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \nSession 2 - How to Elevate Your DC Plan — DC Plan Trends \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer \nSummit Group Retirement Planners\, Inc. Derek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified \ncorporate retirement plan clients and the industry as a whole. Derek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-6/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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