TPSU - The Plan Sponsor University

Quinnipiac University, North Haven, CT - Certified 401(k) Plan Fiduciary Program
2025-10-09 08:00 - 14:15, 2025-03-06 08:00 - 14:00 (America/New_York) | Quinnipiac University, 370 Bassett Rd., North Haven, CT, 06473, United States
Register For This Program

When
Wednesday, February 25, 2026
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
NOVA Southeastern University
Alvin Sherman Library
3100 Ray Ferrero Jr. Blvd
Fort Lauderdale, FL 33314
2nd Floor, The Gallery Room
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions

"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."

The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.

Agenda - Speaker(s) - Driving/Parking Directions

Agenda
TOPICS:
Session 1 - Benchmarking Your 401(k) Plan
Session 2 - Fiduciary Fundamentals

Download PDF

Speaker(s)
Adjunct Lecturer
Shir Keidan McGettigan, FSCP®, AIF®, CPFA®, C(K)P®, NQPC™
Director of Employer-Sponsored Retirement Plans
HUB Retirement and Wealth Management
Shir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills, ability to gain client trust, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis,” she explains. Shir serves as an ongoing resource, helping ensure fees are appropriate, investment options are competitive, and monitoring the success of the plan.
In addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir and her team, as well as regularly scheduled on-site meetings, Shir strives to make both the employer and employees feel connected and confident. In 2024, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. **
*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO, OVER THE COURSE OF SEVERAL WEEKS, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS, LEADERS, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024, THERE WERE 767 NOMINATIONS, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE."
**ESTABLISHED IN 2014, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025, 662 NOMINATIONS WERE RECEIVED AND FROM THAT, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED.
SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP), AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP, HUB RETIREMENT AND WEALTH MANAGEMENT, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL.

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Instructions

Fordham University School of Law, New York, NY - Certified 401(k) Plan Fiduciary Program
2025-09-23 09:00 - 15:15, 2025-03-20 09:00 - 15:00 (America/New_York) | Fordham Law School, 150 West 62nd Street, New York, NY, 10023, United States

Marquette University, Milwaukee, WI - Certified 401(k) Plan Fiduciary Program
2025-09-16 08:00 - 14:00 (America/New_York) | Marquette University, Alumni Memorial Union 1442 W. Wisconsin Avenue, Milwaukee, WI, 53233

Rice University, Houston, TX - Certified 401(k) Plan Fiduciary Program
2025-08-26 08:00 - 14:00 (America/New_York) | Rice University, 6100 Main St., Houston, TX, 77005, United States

Florida Atlantic University, Boca Raton, FL - Certified 401(k) Plan Fiduciary Program
2025-08-20 08:00 - 14:00 (America/New_York) | Florida Atlantic University, 777 Glades Rd, Boca Raton, FL, 33431, United States

North Carolina State University, Raleigh, NC - Certified 401(k) Plan Fiduciary Program
2025-08-19 08:00 - 14:00 (America/New_York) | North Carolina State University, 2450 Alumni Drive, Raleigh, NC, 27606, United States

Robert Morris University, Moon Township, PA - Certified 401(k) Plan Fiduciary Program
2025-08-14 08:00 - 14:00 (America/New_York) | Robert Morris University, 6001 University Blvd., Moon Township, PA, 15108, United States

Virtual - Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2025-08-13 08:30 - 12:00 (America/New_York) | FL

George W. Bush Presidential Center, Dallas, TX - Certified 401(k) Plan Fiduciary Program
2025-08-12 08:30 - 14:30, 2025-03-27 08:30 - 14:30 (America/New_York) | George W. Bush Presidential Center, 2942 SMU Boulevard, Dallas, TX, 75205, United States

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2025-06-11 08:00 - 14:00, 2024-11-19 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States

Stonehill College, Easton, MA - Certified 401(k) Plan Fiduciary Program
2025-06-05 08:00 - 14:00 (America/New_York) | Stonehill College, 124 Belmont Street, Easton, MA, 02357, United States

Rollins College, Winter Park, FL – Certified 401(k) Plan Fiduciary Program
2025-06-03 08:00 - 14:00, 2024-12-03 08:00 - 14:00 (America/New_York) | Rollins College, 1000 Holt Ave, Winter Park, FL, 32789, United States

California State University Sacramento, Sacramento, CA - Certified 401(k) Plan Fiduciary Program
2025-05-21 08:00 - 14:00 (America/Los_Angeles) | California State University Sacramento, 6000 J St., Sacramento, CA, 95819, United States

University of San Diego, San Diego, CA - Certified 401(k) Plan Fiduciary Program
2025-05-15 09:00 - 15:00 (America/New_York) | University of San Diego, 5555 Marian Way, San Diego, CA, 92110, United States

University of Denver, Denver, CO - Certified 401(k) Plan Fiduciary Program
2025-05-13 08:00 - 14:00 (America/Denver) | University of Denver, 2055 E Evans Ave, Denver, CO, 80210, United States

Arizona State University, Tempe, AZ - Certified 401(k) Plan Fiduciary Program
2025-04-10 08:30 - 14:30 (America/Phoenix) | Arizona State University, 401 N 1st Street, Phoenix, AZ, 85004, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
2025-03-18 08:30 - 14:30 (America/New_York) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

Invesco Ltd. Corporate Headquarters - Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2025-03-13 09:00 - 15:00 (America/New_York) | Invesco Ltd. Corporate Headquarters, Midtown Union, 1331 Spring Street, NW, Atlanta, GA, 30309, United States

Villanova University, Villanova, PA - Certified 401(k) Plan Fiduciary Program
2025-03-11 08:00 - 14:00 (America/New_York) | Villanova University West Campus – Garey Hall, Room 10A, Spring Mill Rd & County Line Rd, Villanova, PA, 19085

NOVA Southeastern University, Fort Lauderdale, FL - Certified 401(k) Plan Fiduciary Program
2025-02-26 08:00 - 14:00 (America/New_York) | Nova Southeastern University, 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, 33314, United States

University of New Mexico, Albuquerque, NM - Certified 401(k) Plan Fiduciary Program
2025-01-30 08:00 - 14:00 (America/Phoenix) | University of New Mexico, 1 University of New Mexico, Albuquerque, NM, 87131, United States

Randolph Macon College, Ashland, VA - Certified 401(k) Plan Fiduciary Program
2025-01-29 08:00 - 14:00 (America/New_York) | Randolph-Macon College, 304 Henry St., Ashland, 23005, United States

Virtual - Des Moines, IA - Certified 401(k) Plan Fiduciary Program
2025-01-28 08:30 - 12:00 (America/Chicago) | FL

Sacramento State University, Sacramento, CA - Certified 401(k) Plan Fiduciary Program
2024-11-20 08:00 - 14:00 (America/New_York) | Sacramento State University, 6000 J St., Sacramento, CA, 95819, United States

Smith and Howard Advisory, LLC - Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2024-11-13 08:30 - 14:30 (America/New_York) | Private: Smith and Howard Advisory, LLC, 271 17th Street NW, Atlanta, 30363, United States
