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DTSTART;TZID=America/Chicago:20260401T083000
DTEND;TZID=America/Chicago:20260401T143000
DTSTAMP:20260424T084042
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 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-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:20260424T084042
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 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-atlanta-ga-certified-401k-plan-fiduciary-program-2/
LOCATION:CT
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260423T080000
DTEND;TZID=America/Denver:20260423T140000
DTSTAMP:20260424T084042
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 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/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:20260424T084042
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 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/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:20260513T150000
DTSTAMP:20260424T084042
CREATED:20260313T120032Z
LAST-MODIFIED:20260421T171613Z
UID:7884-1778662800-1778684400@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 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/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:20260424T084042
CREATED:20260316T120010Z
LAST-MODIFIED:20260413T191013Z
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 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-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:20260424T084042
CREATED:20260320T120004Z
LAST-MODIFIED:20260423T184413Z
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 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-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:20260521T143000
DTSTAMP:20260424T084042
CREATED:20260323T120036Z
LAST-MODIFIED:20260421T191907Z
UID:6762-1779352200-1779373800@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 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/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:20260424T084042
CREATED:20260403T120013Z
LAST-MODIFIED:20260423T134122Z
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 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/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:20260424T084042
CREATED:20260406T120030Z
LAST-MODIFIED:20260421T171959Z
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 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/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:20260424T084042
CREATED:20260413T120051Z
LAST-MODIFIED:20260421T172059Z
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 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-6/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260624T083000
DTEND;TZID=America/Halifax:20260624T143000
DTSTAMP:20260424T084042
CREATED:20260424T120020Z
LAST-MODIFIED:20260416T172428Z
UID:7766-1782289800-1782311400@www.tpsuniversity.com
SUMMARY:University of Hartford\, West Hartford\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\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-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
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DTSTART;TZID=America/New_York:20260804T080000
DTEND;TZID=America/New_York:20260804T140000
DTSTAMP:20260424T084042
CREATED:20260424T120029Z
LAST-MODIFIED:20260406T192542Z
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 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/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program-2/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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