BEGIN:VCALENDAR VERSION:2.0 PRODID:-//TPSU - The Plan Sponsor University - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH 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/Denver BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20240310T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20241103T080000 END:STANDARD 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 END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD 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:20240310T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20241103T070000 END:STANDARD 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/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/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:VEVENT DTSTART;TZID=America/Denver:20251028T080000 DTEND;TZID=America/Denver:20251028T140000 DTSTAMP:20260508T081442 CREATED:20250827T120018Z LAST-MODIFIED:20251015T223154Z UID:5697-1761638400-1761660000@www.tpsuniversity.com SUMMARY:The University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n\n \n \n \n \n Download PDF URL:https://www.tpsuniversity.com/event/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program-2/ LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251030T080000 DTEND;TZID=America/New_York:20251030T143000 DTSTAMP:20260508T081442 CREATED:20250829T120056Z LAST-MODIFIED:20251021T194951Z UID:6318-1761811200-1761834600@www.tpsuniversity.com SUMMARY:Phillips Academy\, Andover\, 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/phillips-academy-andover-ma-certified-401k-plan-fiduciary-program/ LOCATION:Phillips Academy\, 4 Chapel Avenue\, Andover\, MA\, 01810\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251106T080000 DTEND;TZID=America/New_York:20251106T140000 DTSTAMP:20260508T081442 CREATED:20250917T180639Z LAST-MODIFIED:20251104T164039Z UID:6816-1762416000-1762437600@www.tpsuniversity.com SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n\n \n \n \n \n Download PDF URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program-4/ LOCATION:Villanova University West Campus – Garey Hall\, Room 10A\, Spring Mill Rd & County Line Rd\, Villanova\, PA\, 19085 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251119T080000 DTEND;TZID=America/New_York:20251119T140000 DTSTAMP:20260508T081442 CREATED:20250916T120010Z LAST-MODIFIED:20251113T163041Z UID:5483-1763539200-1763560800@www.tpsuniversity.com SUMMARY:The University of South Florida\, Tampa\, FL - Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25\, 2025) DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n\n \n \n \n \n Download PDF URL:https://www.tpsuniversity.com/event/the-university-of-south-florida-tampa-fl-certified-401k-plan-fiduciary-program-2/ LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251209T080000 DTEND;TZID=America/New_York:20251209T140000 DTSTAMP:20260508T081442 CREATED:20250905T120016Z LAST-MODIFIED:20251202T182526Z UID:6596-1765267200-1765288800@www.tpsuniversity.com SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4\, 2025) 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-2/ LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20251211T083000 DTEND;TZID=America/Chicago:20251211T143000 DTSTAMP:20260508T081442 CREATED:20251013T120026Z LAST-MODIFIED:20251202T145101Z UID:6656-1765441800-1765463400@www.tpsuniversity.com SUMMARY:Loews Vanderbilt Hotel\, Nashville\, TN - 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/loews-vanderbilt-hotel-nashville-tn-certified-401k-plan-fiduciary-program/ LOCATION:Loews Vanderbilt Hotel\, 2100 W End Ave\, Nashville\, TN\, 37203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260210T080000 DTEND;TZID=America/New_York:20260210T140000 DTSTAMP:20260508T081442 CREATED:20251212T130018Z LAST-MODIFIED:20260204T185737Z UID:6855-1770710400-1770732000@www.tpsuniversity.com SUMMARY:Rollins College\, Winter Park\, FL – Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n\n \n \n \n \n Download PDF URL:https://www.tpsuniversity.com/event/rollins-college-winter-park-fl-certified-401k-plan-fiduciary-program-4/ LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260219T080000 DTEND;TZID=America/New_York:20260219T140000 DTSTAMP:20260508T081442 CREATED:20251218T192758Z LAST-MODIFIED:20260204T181407Z UID:7451-1771488000-1771509600@www.tpsuniversity.com SUMMARY:Columbus State Community College\, Columbus\, OH - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n\n \n \n \n \n Download PDF URL:https://www.tpsuniversity.com/event/columbus-state-community-college-columbus-oh-certified-401k-plan-fiduciary-program/ LOCATION:Columbus State Community College\, 315 Cleveland Ave.\, Columbus\, OH\, 43215\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260225T080000 DTEND;TZID=America/New_York:20260225T140000 DTSTAMP:20260508T081442 CREATED:20251218T130033Z LAST-MODIFIED:20260217T224015Z UID:6823-1772006400-1772028000@www.tpsuniversity.com SUMMARY:NOVA Southeastern University\, Fort Lauderdale\, FL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nThursday\, October 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n\n \n \n \n \n Download PDF URL:https://www.tpsuniversity.com/event/nova-southeastern-university-fort-lauderdale-fl-certified-401k-plan-fiduciary-program-3/ LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260226T080000 DTEND;TZID=America/Chicago:20260226T140000 DTSTAMP:20260508T081442 CREATED:20251218T130025Z LAST-MODIFIED:20260213T221912Z UID:6603-1772092800-1772114400@www.tpsuniversity.com SUMMARY:Rice University\, Houston\, 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/rice-university-houston-tx-certified-401k-plan-fiduciary-program-3/ LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260304T080000 DTEND;TZID=America/New_York:20260304T140000 DTSTAMP:20260508T081442 CREATED:20260105T130022Z LAST-MODIFIED:20260224T192403Z UID:6833-1772611200-1772632800@www.tpsuniversity.com SUMMARY:Robert Morris University\, Moon Township\, 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/robert-morris-university-moon-township-pa-certified-401k-plan-fiduciary-program-2/ LOCATION:Robert Morris University\, 6001 University Blvd.\, Moon Township\, PA\, 15108\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260310T080000 DTEND;TZID=America/New_York:20260310T140000 DTSTAMP:20260508T081442 CREATED:20260109T130031Z LAST-MODIFIED:20260302T160914Z UID:7152-1773129600-1773151200@www.tpsuniversity.com SUMMARY:Wake Forest University\, Charlotte\, NC - 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/wake-forest-university-charlotte-nc-certified-401k-plan-fiduciary-program/ LOCATION:Wake Forest University\, 200 N College St #150\, Charlotte\, NC\, 28202\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260317T080000 DTEND;TZID=America/New_York:20260317T140000 DTSTAMP:20260508T081442 CREATED:20260116T130026Z LAST-MODIFIED:20260311T150846Z UID:7334-1773734400-1773756000@www.tpsuniversity.com SUMMARY:Penn State Great Valley\, Malvern\, 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/penn-state-great-valley-malvern-pa-certified-401k-plan-fiduciary-program/ LOCATION:Penn State Great Valley\, Malvern\, PA\, 19355 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260324T090000 DTEND;TZID=America/New_York:20260324T150000 DTSTAMP:20260508T081442 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 9\, 2025\n8:00AM - 2:15PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and\nHealth Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n \n\n\n \n \n \n \n \n "The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n \n \n\n\n \n \n \n \n \n \n \n\n\n \n \n \n \n \n The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n \n \n\n\n\n \n \n \n \n Agenda - Speaker(s) - Driving/Parking Directions\n\n \n\n\n \n \n \n Agenda\n TOPICS: \nSession 1 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness  \nSession 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends\n \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturers\nMichael Del Re III\, AIF®\, ChFC®\, REBC®\, CPFA®\nManaging Partner\, Northeast Regional Leader\nPrime Capital Financial of Connecticut \nAs Managing Partner of Prime Capital Financial of Connecticut\, I’ve spent over 30 years building long-term relationships and guiding clients through the complexities of employer-sponsored retirement plans. \nMy approach begins with transparency\, backed by technical proficiency\, and anchored in a deep commitment to helping people retire with dignity. I believe trust isn’t something you wait to earn—it’s something you build by doing the right thing from the very beginning. \nMany of my client partnerships have spanned decades\, and I take great pride in the loyalty and confidence they’ve placed in me throughout the years. \nBeyond retirement plan consulting\, I work closely with individuals and families—many of whom I’ve had the privilege of advising for years\, and in some cases\, across multiple generations. I believe financial planning should be personal\, and I strive to deliver tailored solutions backed by the resources of a robust and experienced team. \nWith a bachelor’s degree in finance from Bentley University and the Accredited Investment Fiduciary® (AIF®) designation from the University of Pittsburgh’s Katz School of Business\, I bring both academic and practical experience to every engagement. I also hold FINRA Series 6\, 63\, and 65 securities registrations\, as well as life and health insurance licenses. I’m continually working to expand my knowledge through ongoing education for the Chartered Financial Consultant® (ChFC®)\, Registered Employee Benefits Consultant® (REBC®)\, and Certified Plan Fiduciary Advisor (CPFA®) designations. \nOutside of work\, I’m a proud father of two adult children in their twenties. I’m a lifelong sports fan\, love to cook\, and enjoy time on the golf course or just relaxing with family and friends. Relationships are at the heart of everything I do—personally and professionally. \nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n\n \n \n \n \n Download PDF URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-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:20260508T081442 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:20260508T081442 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:20260508T081442 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:20260508T081442 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:20260513T151500 DTSTAMP:20260508T081442 CREATED:20260313T120032Z LAST-MODIFIED:20260506T133528Z 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 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:20260508T081442 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 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:20260508T081442 CREATED:20260320T120004Z LAST-MODIFIED:20260504T192823Z 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:20260521T144500 DTSTAMP:20260508T081442 CREATED:20260323T120036Z LAST-MODIFIED:20260507T201640Z 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 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:20260508T081443 CREATED:20260403T120013Z LAST-MODIFIED:20260504T174735Z 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:20260508T081443 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:20260508T081443 CREATED:20260413T120051Z LAST-MODIFIED:20260504T144837Z 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:20260624T144500 DTSTAMP:20260508T081443 CREATED:20260424T120020Z LAST-MODIFIED:20260501T193303Z UID:7766-1782289800-1782312300@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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260708T080000 DTEND;TZID=America/New_York:20260708T140000 DTSTAMP:20260508T081443 CREATED:20260508T120057Z LAST-MODIFIED:20260501T192859Z 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 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/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 END:VCALENDAR