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DTSTART;TZID=America/New_York:20230919T080000
DTEND;TZID=America/New_York:20230919T140000
DTSTAMP:20230901T163912Z
CREATED:20230901T142746Z
LAST-MODIFIED:20230901T163912Z
UID:3098-1695110400-1695132000@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/
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:20230914T083000
DTEND;TZID=America/New_York:20230914T143000
DTSTAMP:20230901T135045Z
CREATED:20230831T193605Z
LAST-MODIFIED:20230901T135045Z
UID:3066-1694680200-1694701800@www.tpsuniversity.com
SUMMARY:Roam Conference Room - Alpharetta\, 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/roam-conference-room-alpharetta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Roam Conference Room\, 5815 Windward Pkwy\, Suite 302\, Alpharetta\, GA\, 30005
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20230901T055922Z
CREATED:20230823T003544Z
LAST-MODIFIED:20230901T055922Z
UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, 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/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
END:VEVENT
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