BEGIN:VCALENDAR VERSION:2.0 PRODID:-//TPSU - The Plan Sponsor University - ECPv6.16.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:TPSU - The Plan Sponsor University X-ORIGINAL-URL:https://www.tpsuniversity.com X-WR-CALDESC:Events for TPSU - The Plan Sponsor University REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20250309T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20251102T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20260308T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20261101T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20270314T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20271107T070000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Denver BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20250309T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20251102T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20260308T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20261101T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20270314T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20271107T080000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Halifax BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20250309T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20251102T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20260308T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20261101T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20270314T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20271107T050000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20260324T090000 DTEND;TZID=America/New_York:20260324T150000 DTSTAMP:20260619T130407 CREATED:20260123T130023Z LAST-MODIFIED:20260317T184406Z UID:7274-1774342800-1774364400@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 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-5/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260401T083000 DTEND;TZID=America/Chicago:20260401T143000 DTSTAMP:20260619T130407 CREATED:20260202T130033Z LAST-MODIFIED:20260325T183206Z UID:7099-1775032200-1775053800@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 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-4/ LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260416T083000 DTEND;TZID=America/New_York:20260416T121500 DTSTAMP:20260619T130407 CREATED:20260216T130053Z LAST-MODIFIED:20260415T143432Z UID:7356-1776328200-1776341700@www.tpsuniversity.com SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program - REGISTRATION NOW CLOSED DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-2/ LOCATION:MA CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20260423T080000 DTEND;TZID=America/Denver:20260423T140000 DTSTAMP:20260619T130407 CREATED:20260223T130055Z LAST-MODIFIED:20260421T181247Z UID:7491-1776931200-1776952800@www.tpsuniversity.com SUMMARY:Bellevue College\, Bellevue\, WA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/bellevue-college-bellevue-wa-certified-401k-plan-fiduciary-program/ LOCATION:Bellevue College\, 3000 Landerholm Cir SE\, Bellevue\, WA\, 98007\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20260429T083000 DTEND;TZID=America/Denver:20260429T143000 DTSTAMP:20260619T130407 CREATED:20260227T130018Z LAST-MODIFIED:20260421T214931Z UID:7893-1777451400-1777473000@www.tpsuniversity.com SUMMARY:Arizona State University\, Phoenix\, AZ - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-4/ LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260513T090000 DTEND;TZID=America/New_York:20260513T151500 DTSTAMP:20260619T130407 CREATED:20260313T120032Z LAST-MODIFIED:20260508T221145Z UID:7884-1778662800-1778685300@www.tpsuniversity.com SUMMARY:Broadridge\, New York\, NY - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/broadridge-new-york-ny-certified-401k-plan-fiduciary-program/ LOCATION:Broadridge\, 605 Third Avenue\, 41st Fl\, New York\, NY\, 10158\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20260514T083000 DTEND;TZID=America/Halifax:20260514T143000 DTSTAMP:20260619T130407 CREATED:20260316T120010Z LAST-MODIFIED:20260507T200849Z UID:7311-1778747400-1778769000@www.tpsuniversity.com SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-5/ LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260519T090000 DTEND;TZID=America/New_York:20260519T150000 DTSTAMP:20260619T130407 CREATED:20260320T120004Z LAST-MODIFIED:20260512T185241Z UID:7781-1779181200-1779202800@www.tpsuniversity.com SUMMARY:University of Georgia\, Atlanta\, GA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/university-of-georgia-atlanta-ga-certified-401k-plan-fiduciary-program-2/ LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260521T083000 DTEND;TZID=America/New_York:20260521T144500 DTSTAMP:20260619T130407 CREATED:20260323T120036Z LAST-MODIFIED:20260519T201813Z UID:6762-1779352200-1779374700@www.tpsuniversity.com SUMMARY:Kansas State University Olathe\, Olathe\, KS - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/kansas-state-university-olathe-olathe-ks-certified-401k-plan-fiduciary-program/ LOCATION:Kansas State University Olathe\, 22201 W. Innovation Drive\, Olathe\, KS\, 66061\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20260602T090000 DTEND;TZID=America/Denver:20260602T151500 DTSTAMP:20260619T130407 CREATED:20260403T120013Z LAST-MODIFIED:20260601T161524Z UID:7620-1780390800-1780413300@www.tpsuniversity.com SUMMARY:Oregon State University Portland Center\, OR - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/oregon-state-university-portland-center-or-certified-401k-plan-fiduciary-program/ LOCATION:Oregon State University Portland Center\, 555 SW Morrison Street\, Suite 200\, Portland\, OR\, 97204\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260604T080000 DTEND;TZID=America/New_York:20260604T140000 DTSTAMP:20260619T130407 CREATED:20260406T120030Z LAST-MODIFIED:20260602T142915Z UID:7413-1780560000-1780581600@www.tpsuniversity.com SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-3/ LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260610T080000 DTEND;TZID=America/New_York:20260610T140000 DTSTAMP:20260619T130407 CREATED:20260413T120051Z LAST-MODIFIED:20260604T195746Z UID:7247-1781078400-1781100000@www.tpsuniversity.com SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-6/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260708T080000 DTEND;TZID=America/New_York:20260708T140000 DTSTAMP:20260619T130407 CREATED:20260508T120057Z LAST-MODIFIED:20260618T122349Z UID:8246-1783497600-1783519200@www.tpsuniversity.com SUMMARY:Rice University\, Houston\, TX - TPSU For Health Plan Fiduciaries DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-tpsu-for-healthcare-fiduciaries/ LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States CATEGORIES:TPSU Program for Healthcare END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260716T083000 DTEND;TZID=America/New_York:20260716T143000 DTSTAMP:20260619T130407 CREATED:20260518T120015Z LAST-MODIFIED:20260603T155444Z UID:8254-1784190600-1784212200@www.tpsuniversity.com SUMMARY:University of Maryland\, College Park\, MD - TPSU For Health Plan Fiduciaries DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/university-of-maryland-college-parkmd-tpsu-for-healthcare-fiduciaries/ LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States CATEGORIES:TPSU Program for Healthcare END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260721T080000 DTEND;TZID=America/New_York:20260721T140000 DTSTAMP:20260619T130407 CREATED:20260521T120028Z LAST-MODIFIED:20260610T203006Z UID:7751-1784620800-1784642400@www.tpsuniversity.com SUMMARY:University of Buffalo\, Buffalo\, NY - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/university-of-buffalo-buffalo-ny-certified-401k-plan-fiduciary-program/ LOCATION:University of Buffalo\, 125 Service Center Rd\, Buffalo\, NY\, 14228\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260723T080000 DTEND;TZID=America/New_York:20260723T140000 DTSTAMP:20260619T130407 CREATED:20260526T120042Z LAST-MODIFIED:20260618T184510Z UID:8266-1784793600-1784815200@www.tpsuniversity.com SUMMARY:University of South Florida\, Tampa\, FL - TPSU For Health Plan Fiduciaries DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/university-of-south-florida-tampa-fl-tpsu-for-healthcare-fiduciaries/ LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States CATEGORIES:TPSU Program for Healthcare END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20260729T083000 DTEND;TZID=America/Halifax:20260729T144500 DTSTAMP:20260619T130407 CREATED:20260530T120020Z LAST-MODIFIED:20260618T190211Z UID:7766-1785313800-1785336300@www.tpsuniversity.com SUMMARY:Rescheduled from June 24\, 2026 - University of Hartford\, West Hartford\, CT - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/university-of-hartford-west-hartford-ct-certified-401k-plan-fiduciary-program/ LOCATION:University of Hartford\, 200 Bloomfield Ave\,\, West Hartford\, CT\, 06117\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260804T080000 DTEND;TZID=America/New_York:20260804T140000 DTSTAMP:20260619T130407 CREATED:20260605T120029Z LAST-MODIFIED:20260616T173613Z UID:7286-1785830400-1785852000@www.tpsuniversity.com SUMMARY:Rescheduled from April 2\, 2026 - Quinnipiac University\, North Haven\, CT - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program-2/ LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260819T080000 DTEND;TZID=America/New_York:20260819T140000 DTSTAMP:20260619T130407 CREATED:20260618T120053Z LAST-MODIFIED:20260618T123431Z UID:8274-1787126400-1787148000@www.tpsuniversity.com SUMMARY:Rutgers University\, New Brunswick\, NJ - TPSU For Health Plan Fiduciaries DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 30\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nPhillips Academy\nAndover Inn\n4 Chapel Avenue\nAndover\, MA 01810\nPhillips Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor \nSession 2 -Trends in Defined Contribution Plans \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nSteven Johnian\, CPFA®\, AIF®\nAlliance Relationship Manager\, Retirement Plans\nSFP Wealth \nSFP Wealth welcomed Steven Johnian\, our Alliance Relationship Manager\, Retirement Plans\, in the fall of 2022. Prior to joining the team\, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry\, Steven is responsible for helping expand and grow our retirement business\, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow\, manage\, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space. \nSteven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally\, Steven holds his Series 7 and 66 licenses\, and his Producer’s Life\, Accident and Health or Sickness licenses. \nSteven lives in Dedham\, MA with his wife and daughter. He enjoys spending time with his family and friends\, exercising\, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in\, spending the day on the beach with his family\, and watching the sun go down over a late dinner. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/rutgers-university-new-brunswick-nj-tpsu-for-healthcare-fiduciaries/ LOCATION:Rutgers University Inn and Conference Center\, 178 Ryders Lane\, New Brunswick\, NJ\, 08901\, United States CATEGORIES:TPSU Program for Healthcare END:VEVENT END:VCALENDAR