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DTSTART;TZID=America/New_York:20260804T080000
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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
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