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DTSTART;TZID=America/New_York:20260917T080000
DTEND;TZID=America/New_York:20260917T140000
DTSTAMP:20260804T132058Z
CREATED:20260720T120049Z
LAST-MODIFIED:20260804T132058Z
UID:6880-1789632000-1789653600@www.tpsuniversity.com
SUMMARY:Marquette University\, Milwaukee\, WI - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 - 10 Things You are Still Doing Wrong (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/marquette-university-milwaukee-wi-certified-401k-plan-fiduciary-program-4/
LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260929T080000
DTEND;TZID=America/New_York:20260929T143000
DTSTAMP:20260804T230315Z
CREATED:20260727T120008Z
LAST-MODIFIED:20260804T230315Z
UID:6841-1790668800-1790692200@www.tpsuniversity.com
SUMMARY:Florida Atlantic University\, Boca Raton\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 - 10 Things You are Still Doing Wrong (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/florida-atlantic-university-boca-raton-fl-certified-401k-plan-fiduciary-program/
LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260930T090000
DTEND;TZID=America/New_York:20260930T150000
DTSTAMP:20260805T221331Z
CREATED:20260803T120016Z
LAST-MODIFIED:20260805T221331Z
UID:6715-1790758800-1790780400@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\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 - 10 Things You are Still Doing Wrong (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-4/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261006T080000
DTEND;TZID=America/Chicago:20261006T140000
DTSTAMP:20260807T133220Z
CREATED:20260807T120025Z
LAST-MODIFIED:20260807T133220Z
UID:8848-1791273600-1791295200@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\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 - 10 Things You are Still Doing Wrong (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20261007T090000
DTEND;TZID=America/Denver:20261007T150000
DTSTAMP:20260807T133312Z
CREATED:20260807T120024Z
LAST-MODIFIED:20260807T133312Z
UID:6941-1791363600-1791385200@www.tpsuniversity.com
SUMMARY:Rescheduled from March 12\, 2026  - University of San Diego\, San Diego\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 4\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRobert Morris University\nUPMC Events Center\n6001 University Blvd\nMoon Township\, PA 15108\nHall 1&3 \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 - 10 Things You are Still Doing Wrong (and Not Doing Right) as a Fiduciary\n \nSession 2 - Retirement\, by Design \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nWilliam Beale\, AIF\nPresident\nBeale Financial Group \nIn 2001\, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh\, Pennsylvania\, called Henderson Brothers. During his tenure\, he successfully built and managed a highly regarded practice with the following accomplishments: \n\n330 qualified plans under advisement\n3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets\n3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models\nChair\, Institutional Investment Committee\nChair\, Personal Wealth Management Investment Committee\nTeam nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006\n\nIn January 2024\, Mr. Beale relocated to Palm Beach Gardens\, Florida\, and founded Beale Financial Group\, LLC\, a new practice dedicated to Defined Contribution plan consulting. \nLicenses and Designations \n\nSeries 7\, 6\, 63\, 65\nLife\, Health\, and Accident\nAccredited Investment Fiduciary® (AIF®)\nHealthcare Fiduciary Coach\n\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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-san-diego-san-diego-ca-certified-401k-plan-fiduciary-program-2/
LOCATION:University of San Diego\, 5555 Marian Way\, San Diego\, CA\, 92110\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
END:VCALENDAR