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DTSTART;TZID=America/New_York:20240918T090000
DTEND;TZID=America/New_York:20240918T150000
DTSTAMP:20260424T095237
CREATED:20240716T120045Z
LAST-MODIFIED:20240911T201159Z
UID:4343-1726650000-1726671600@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\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T083000
DTEND;TZID=America/New_York:20240918T143000
DTSTAMP:20260424T095237
CREATED:20240712T120059Z
LAST-MODIFIED:20240917T150323Z
UID:4609-1726648200-1726669800@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\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-2/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240827T090000
DTEND;TZID=America/New_York:20240827T150000
DTSTAMP:20260424T095237
CREATED:20240621T143803Z
LAST-MODIFIED:20240826T175908Z
UID:4594-1724749200-1724770800@www.tpsuniversity.com
SUMMARY:California State University San Marcos\, San Marcos\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/california-state-university-san-marcos-san-marcos-ca-certified-401k-plan-fiduciary-program/
LOCATION:California State University San Marcos\, 333 S. Twin Oaks Valley Rd.\, San Marcos\, CA\, 92069\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240821T090000
DTEND;TZID=America/New_York:20240821T150000
DTSTAMP:20260424T095237
CREATED:20240621T184409Z
LAST-MODIFIED:20240820T154429Z
UID:4601-1724230800-1724252400@www.tpsuniversity.com
SUMMARY:University of Southern California\, Los Angeles\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-southern-california-los-angeles-ca-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Southern California\, 3607 Trousdale Parkway\, Los Angeles\, CA\, 90089\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T080000
DTEND;TZID=America/New_York:20240620T140000
DTSTAMP:20260424T095237
CREATED:20240422T120001Z
LAST-MODIFIED:20240614T192022Z
UID:4107-1718870400-1718892000@www.tpsuniversity.com
SUMMARY:Boston College\, Boston\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/boston-college-chestnut-hill-ma-certified-401k-plan-fiduciary-program/
LOCATION:Boston College\, 150 St. Thomas More Rd\, Boston\, MA\, 02135\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240613T080000
DTEND;TZID=America/New_York:20240613T140000
DTSTAMP:20260424T095237
CREATED:20240412T120045Z
LAST-MODIFIED:20240531T133724Z
UID:4025-1718265600-1718287200@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\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-2/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240612T080000
DTEND;TZID=America/New_York:20240612T140000
DTSTAMP:20260424T095237
CREATED:20240411T120025Z
LAST-MODIFIED:20240607T142514Z
UID:4254-1718179200-1718200800@www.tpsuniversity.com
SUMMARY:University of Georgia - Atlanta Campus\, Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/
LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240611T080000
DTEND;TZID=America/New_York:20240611T140000
DTSTAMP:20260424T095237
CREATED:20240403T120046Z
LAST-MODIFIED:20240515T200921Z
UID:4138-1718092800-1718114400@www.tpsuniversity.com
SUMMARY:Rutgers University Inn & Conference Center\, New Brunswick\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/rutgers-university-inn-conference-center-new-brunswick-nj-certified-401k-plan-fiduciary-program/
LOCATION:Rutgers University Inn and Conference Center\, 178 Ryders Lane\, New Brunswick\, NJ\, 08901\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240514T083000
DTEND;TZID=America/New_York:20240514T143000
DTSTAMP:20260424T095237
CREATED:20240313T120015Z
LAST-MODIFIED:20240510T133312Z
UID:3762-1715675400-1715697000@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\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240507T080000
DTEND;TZID=America/New_York:20240507T140000
DTSTAMP:20260424T095237
CREATED:20240308T130044Z
LAST-MODIFIED:20240502T145636Z
UID:3647-1715068800-1715090400@www.tpsuniversity.com
SUMMARY:The University of South Florida\, Tampa\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/
LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240430T080000
DTEND;TZID=America/New_York:20240430T140000
DTSTAMP:20260424T095237
CREATED:20240229T130024Z
LAST-MODIFIED:20240417T192735Z
UID:3732-1714464000-1714485600@www.tpsuniversity.com
SUMMARY:Sacramento State University\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/sacramento-state-university-certified-401k-plan-fiduciary-program/
LOCATION:Sacramento State University\, 6000 J St.\, Sacramento\, CA\, 95819\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/North_Dakota/Center:20240423T080000
DTEND;TZID=America/North_Dakota/Center:20240423T140000
DTSTAMP:20260424T095237
CREATED:20240318T141313Z
LAST-MODIFIED:20240423T134308Z
UID:4235-1713859200-1713880800@www.tpsuniversity.com
SUMMARY:Johnson County Community College\, Overland Park\, KS - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/johnson-county-community-college-overland-park-ks-certified-401k-plan-fiduciary-program/
LOCATION:Johnson County Community College\, 12345 College Blvd.\, Overland Park\, KS\, 66210\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240417T080000
DTEND;TZID=America/New_York:20240417T140000
DTSTAMP:20260424T095237
CREATED:20240216T130025Z
LAST-MODIFIED:20240416T150303Z
UID:3662-1713340800-1713362400@www.tpsuniversity.com
SUMMARY:Drake University\, Des Moines\, IA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/drake-university-des-moines-ia-certified-401k-plan-fiduciary-program/
LOCATION:Drake University\, 2875 University Ave\, Des Moines\, IA\, 50311\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240410T083000
DTEND;TZID=America/New_York:20240410T143000
DTSTAMP:20260424T095237
CREATED:20240212T144621Z
LAST-MODIFIED:20240402T160014Z
UID:3967-1712737800-1712759400@www.tpsuniversity.com
SUMMARY:University of Chicago\, Chicago\, IL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-chicago-gleacher-center-chicago-il-certified-401k-plan-fiduciary-program/
LOCATION:University of Chicago\, Gleacher Center\, 450 North Cityfront Plaza Dr\, Chicago\, IL\, 60611\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240327T080000
DTEND;TZID=America/New_York:20240327T140000
DTSTAMP:20260424T095237
CREATED:20240125T185623Z
LAST-MODIFIED:20240319T140252Z
UID:3926-1711526400-1711548000@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\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/
LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240321T090000
DTEND;TZID=America/New_York:20240321T150000
DTSTAMP:20260424T095237
CREATED:20240122T120054Z
LAST-MODIFIED:20240320T174722Z
UID:3781-1711011600-1711033200@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\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-law-school-new-york-ny-certified-401k-plan-fiduciary-program/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240320T080000
DTEND;TZID=America/New_York:20240320T140000
DTSTAMP:20260424T095237
CREATED:20240118T130000Z
LAST-MODIFIED:20240319T155401Z
UID:3848-1710921600-1710943200@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\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-2/
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:20240319T080000
DTEND;TZID=America/New_York:20240319T140000
DTSTAMP:20260424T095237
CREATED:20240122T201800Z
LAST-MODIFIED:20240315T215346Z
UID:3878-1710835200-1710856800@www.tpsuniversity.com
SUMMARY:Texas State University - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/texas-state-university-certified-401k-plan-fiduciary-program/
LOCATION:Texas State University\, 109 Student Center Drive\, San Marcos\, TX\, 78666\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240314T080000
DTEND;TZID=America/New_York:20240314T140000
DTSTAMP:20260424T095237
CREATED:20240112T130034Z
LAST-MODIFIED:20240308T205002Z
UID:3723-1710403200-1710424800@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\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/
LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240312T080000
DTEND;TZID=America/New_York:20240312T140000
DTSTAMP:20260424T095237
CREATED:20240117T155820Z
LAST-MODIFIED:20240308T213424Z
UID:3821-1710230400-1710252000@www.tpsuniversity.com
SUMMARY:Frederick Community College\, Frederick\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/frederick-community-college-frederick-md-certified-401k-plan-fiduciary-program/
LOCATION:Frederick Community College\, 7932 Opossumtown Pike\, Frederick\, MD\, 21702\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240229T080000
DTEND;TZID=America/New_York:20240229T140000
DTSTAMP:20260424T095237
CREATED:20231230T120046Z
LAST-MODIFIED:20240223T155110Z
UID:3422-1709193600-1709215200@www.tpsuniversity.com
SUMMARY:Baldwin Wallace University\, Berea\, OH - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/baldwin-wallace-university-berea-oh-certified-401k-plan-fiduciary-program/
LOCATION:Baldwin Wallace University\, 125 Tressel St.\, Berea\, OH\, 44017\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240214T080000
DTEND;TZID=America/New_York:20240214T140000
DTSTAMP:20260424T095237
CREATED:20240112T193523Z
LAST-MODIFIED:20240207T195047Z
UID:3804-1707897600-1707919200@www.tpsuniversity.com
SUMMARY:University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-denver-denver-co-certified-401k-plan-fiduciary-program/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240213T083000
DTEND;TZID=America/New_York:20240213T143000
DTSTAMP:20260424T095237
CREATED:20231213T133058Z
LAST-MODIFIED:20240202T152617Z
UID:3613-1707813000-1707834600@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\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240208T083000
DTEND;TZID=America/New_York:20240208T143000
DTSTAMP:20260424T095237
CREATED:20240104T201938Z
LAST-MODIFIED:20240207T160146Z
UID:3742-1707381000-1707402600@www.tpsuniversity.com
SUMMARY:Serendipity Labs - Conference Center - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/serendipity-labs-conference-center-certified-401k-plan-fiduciary-program/
LOCATION:Serendipity Labs\, 100 North Point Center 30022\, Alpharetta\, GA\, 30022\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231212T083000
DTEND;TZID=America/New_York:20231212T120000
DTSTAMP:20260424T095237
CREATED:20231206T214356Z
LAST-MODIFIED:20231206T214513Z
UID:3602-1702369800-1702382400@www.tpsuniversity.com
SUMMARY:Virtual - Fairfield\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-fairfield-ct-certified-401k-plan-fiduciary-program/
LOCATION:CT
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231130T080000
DTEND;TZID=America/New_York:20231130T140000
DTSTAMP:20260424T095237
CREATED:20231024T162128Z
LAST-MODIFIED:20231129T154646Z
UID:3312-1701331200-1701352800@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\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T083000
DTEND;TZID=America/New_York:20231114T143000
DTSTAMP:20260424T095237
CREATED:20231023T222642Z
LAST-MODIFIED:20231023T223031Z
UID:3302-1699950600-1699972200@www.tpsuniversity.com
SUMMARY:California State University Long Beach - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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/california-state-university-long-beach-certified-401k-plan-fiduciary-program/
LOCATION:California State University Long Beach\, Pointe 1250 Bellflower Blvd\, Long Beach\, CA\, 90840\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T143000
DTSTAMP:20260424T095237
CREATED:20231023T221314Z
LAST-MODIFIED:20231023T221314Z
UID:3294-1698913800-1698935400@www.tpsuniversity.com
SUMMARY:George Mason University\, Fairfax\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-mason-university-fairfax-va-certified-401k-plan-fiduciary-program/
LOCATION:george mason\, 4400 Rivanna River Way\, Fairfax\, VA\, 22030\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T120000
DTSTAMP:20260424T095237
CREATED:20231023T202750Z
LAST-MODIFIED:20231023T205517Z
UID:3275-1698913800-1698926400@www.tpsuniversity.com
SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:CT
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260424T095238
CREATED:20230913T215018Z
LAST-MODIFIED:20231018T183023Z
UID:3170-1698825600-1698847200@www.tpsuniversity.com
SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States
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