BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//TPSU - The Plan Sponsor University - ECPv6.16.3//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:TPSU - The Plan Sponsor University
X-ORIGINAL-URL:https://www.tpsuniversity.com
X-WR-CALDESC:Events for TPSU - The Plan Sponsor University
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/Halifax
BEGIN:DAYLIGHT
TZOFFSETFROM:-0400
TZOFFSETTO:-0300
TZNAME:ADT
DTSTART:20250309T060000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0300
TZOFFSETTO:-0400
TZNAME:AST
DTSTART:20251102T050000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0400
TZOFFSETTO:-0300
TZNAME:ADT
DTSTART:20260308T060000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0300
TZOFFSETTO:-0400
TZNAME:AST
DTSTART:20261101T050000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0400
TZOFFSETTO:-0300
TZNAME:ADT
DTSTART:20270314T060000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0300
TZOFFSETTO:-0400
TZNAME:AST
DTSTART:20271107T050000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260610T080000
DTEND;TZID=America/New_York:20260610T140000
DTSTAMP:20260607T182804
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\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \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\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260624T083000
DTEND;TZID=America/Halifax:20260624T144500
DTSTAMP:20260607T182804
CREATED:20260424T120020Z
LAST-MODIFIED:20260605T210841Z
UID:7766-1782289800-1782312300@www.tpsuniversity.com
SUMMARY:University of Hartford\, West Hartford\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \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\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\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-hartford-west-hartford-ct-certified-401k-plan-fiduciary-program/
LOCATION:University of Hartford\, 200 Bloomfield Ave\,\, West Hartford\, CT\, 06117\, 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:20260607T182804
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\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \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\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-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:20260607T182804
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\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \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\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-maryland-college-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:20260607T182804
CREATED:20260521T120028Z
LAST-MODIFIED:20260521T194838Z
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\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \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\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\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-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:20260607T182804
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\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \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\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\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-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:20260607T182804
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\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \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\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program-2/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
END:VCALENDAR