BEGIN:VCALENDAR VERSION:2.0 PRODID:-//TPSU - The Plan Sponsor University - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:TPSU - The Plan Sponsor University X-ORIGINAL-URL:https://www.tpsuniversity.com X-WR-CALDESC:Events for TPSU - The Plan Sponsor University REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD 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 END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/North_Dakota/Center BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20230312T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20231105T070000 END:STANDARD 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 END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20241203T080000 DTEND;TZID=America/New_York:20241203T140000 DTSTAMP:20260419T134506 CREATED:20241002T120039Z LAST-MODIFIED:20241126T153341Z UID:4800-1733212800-1733234400@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\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/rollins-college-winter-park-fl-certified-401k-plan-fiduciary-program-2/ LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241120T080000 DTEND;TZID=America/New_York:20241120T140000 DTSTAMP:20260419T134506 CREATED:20240913T120051Z LAST-MODIFIED:20241119T170332Z UID:4566-1732089600-1732111200@www.tpsuniversity.com SUMMARY:Sacramento State University\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/sacramento-state-university-sacramento-ca-certified-401k-plan-fiduciary-program/ LOCATION:Sacramento State University\, 6000 J St.\, Sacramento\, CA\, 95819\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241119T080000 DTEND;TZID=America/New_York:20241119T140000 DTSTAMP:20260419T134506 CREATED:20240911T120036Z LAST-MODIFIED:20241114T205735Z UID:4708-1732003200-1732024800@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\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-3/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241113T083000 DTEND;TZID=America/New_York:20241113T143000 DTSTAMP:20260419T134506 CREATED:20240911T120015Z LAST-MODIFIED:20241113T144208Z UID:4337-1731486600-1731508200@www.tpsuniversity.com SUMMARY:Smith and Howard Advisory\, LLC - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/smith-and-howard-advisory-atlanta-ga-certified-401k-plan-fiduciary-program/ LOCATION:Private: Smith and Howard Advisory\, LLC\, 271 17th Street NW\, Atlanta\, 30363\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241107T083000 DTEND;TZID=America/New_York:20241107T120000 DTSTAMP:20260419T134506 CREATED:20240930T152709Z LAST-MODIFIED:20241030T160009Z UID:5050-1730968200-1730980800@www.tpsuniversity.com SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/virtual-charlston-sc-certified-401k-plan-fiduciary-program/ LOCATION:CA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241030T080000 DTEND;TZID=America/New_York:20241030T140000 DTSTAMP:20260419T134506 CREATED:20240829T120040Z LAST-MODIFIED:20241014T160002Z UID:4808-1730275200-1730296800@www.tpsuniversity.com SUMMARY:Fairfield University - Certified 401(k) Plan Fiduciary Program (Program Has Been Postponed to 2025) DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/fairfield-university-certified-401k-plan-fiduciary-program/ LOCATION:Fairfield University\, 1073 North Benson Road\, Fairfield\, CT\, 06824\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241029T083000 DTEND;TZID=America/New_York:20241029T143000 DTSTAMP:20260419T134506 CREATED:20240828T120001Z LAST-MODIFIED:20241028T190918Z UID:4361-1730190600-1730212200@www.tpsuniversity.com SUMMARY:University of Maryland\, College Park\, MD - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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-maryland-college-park-md-certified-401k-plan-fiduciary-program/ LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241024T080000 DTEND;TZID=America/New_York:20241024T140000 DTSTAMP:20260419T134506 CREATED:20240823T120024Z LAST-MODIFIED:20241018T132214Z UID:4784-1729756800-1729778400@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\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/rice-university-houston-tx-certified-401k-plan-fiduciary-program/ LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241022T080000 DTEND;TZID=America/New_York:20241022T140000 DTSTAMP:20260419T134506 CREATED:20240819T120016Z LAST-MODIFIED:20241021T140206Z UID:4823-1729584000-1729605600@www.tpsuniversity.com SUMMARY:Butler University\, Indianapolis\, IN - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/butler-university-indianapolis-in-certified-401k-plan-fiduciary-program/ LOCATION:Butler University\, 704 W Hampton Dr.\, Indianapolis\, IN\, 46208\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241017T080000 DTEND;TZID=America/New_York:20241017T140000 DTSTAMP:20260419T134506 CREATED:20240816T120004Z LAST-MODIFIED:20241002T165734Z UID:4645-1729152000-1729173600@www.tpsuniversity.com SUMMARY:Endicott College - Wylie Inn and Conference Center\, Beverly\, MA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/endicott-college-wylie-inn-and-conference-center-beverly-ma-certified-401k-plan-fiduciary-program/ LOCATION:Endicott College – Wylie Inn and Conference Center\, 295 Hale Street\, Beverly\, MA\, 01915\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241016T083000 DTEND;TZID=America/New_York:20241016T143000 DTSTAMP:20260419T134506 CREATED:20240828T180536Z LAST-MODIFIED:20241015T162833Z UID:4898-1729067400-1729089000@www.tpsuniversity.com SUMMARY:Arizona State University\, Tempe\, AZ - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program/ LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241003T080000 DTEND;TZID=America/New_York:20241003T140000 DTSTAMP:20260419T134506 CREATED:20240802T195827Z LAST-MODIFIED:20241002T182231Z UID:4775-1727942400-1727964000@www.tpsuniversity.com SUMMARY:Drake University\, Des Moines\, IA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/drake-university-des-moines-ia-certified-401k-plan-fiduciary-program-2/ LOCATION:Drake University\, 2875 University Ave\, Des Moines\, IA\, 50311\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241002T080000 DTEND;TZID=America/New_York:20241002T140000 DTSTAMP:20260419T134506 CREATED:20240801T120054Z LAST-MODIFIED:20241001T141009Z UID:4330-1727856000-1727877600@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\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program-2/ LOCATION:Univeristy of North Florida\, 12000 Alumni Drive\, Jacksonville\, FL\, 32224\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240925T080000 DTEND;TZID=America/New_York:20240925T140000 DTSTAMP:20260419T134506 CREATED:20240725T120005Z LAST-MODIFIED:20240916T202934Z UID:4419-1727251200-1727272800@www.tpsuniversity.com SUMMARY:Florida Atlantic University - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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-certified-401k-plan-fiduciary-program/ LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240924T083000 DTEND;TZID=America/New_York:20240924T143000 DTSTAMP:20260419T134506 CREATED:20240724T120057Z LAST-MODIFIED:20240923T134959Z UID:4441-1727166600-1727188200@www.tpsuniversity.com SUMMARY:University of Chicago\, Chicago\, IL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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-chicago-chicago-il-certified-401k-plan-fiduciary-program/ LOCATION:University of Chicago\, Gleacher Center\, 450 North Cityfront Plaza Dr\, Chicago\, IL\, 60611\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240919T080000 DTEND;TZID=America/New_York:20240919T140000 DTSTAMP:20260419T134506 CREATED:20240701T120055Z LAST-MODIFIED:20241101T185016Z UID:4166-1726732800-1726754400@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\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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-2/ LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240918T090000 DTEND;TZID=America/New_York:20240918T150000 DTSTAMP:20260419T134506 CREATED:20240716T120045Z LAST-MODIFIED:20240911T201159Z UID:4343-1726650000-1726671600@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\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240918T083000 DTEND;TZID=America/New_York:20240918T143000 DTSTAMP:20260419T134506 CREATED:20240712T120059Z LAST-MODIFIED:20240917T150323Z UID:4609-1726648200-1726669800@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\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-2/ LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240827T090000 DTEND;TZID=America/New_York:20240827T150000 DTSTAMP:20260419T134506 CREATED:20240621T143803Z LAST-MODIFIED:20240826T175908Z UID:4594-1724749200-1724770800@www.tpsuniversity.com SUMMARY:California State University San Marcos\, San Marcos\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/california-state-university-san-marcos-san-marcos-ca-certified-401k-plan-fiduciary-program/ LOCATION:California State University San Marcos\, 333 S. Twin Oaks Valley Rd.\, San Marcos\, CA\, 92069\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240821T090000 DTEND;TZID=America/New_York:20240821T150000 DTSTAMP:20260419T134506 CREATED:20240621T184409Z LAST-MODIFIED:20240820T154429Z UID:4601-1724230800-1724252400@www.tpsuniversity.com SUMMARY:University of Southern California\, Los Angeles\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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-southern-california-los-angeles-ca-certified-401k-plan-fiduciary-program-2/ LOCATION:University of Southern California\, 3607 Trousdale Parkway\, Los Angeles\, CA\, 90089\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240620T080000 DTEND;TZID=America/New_York:20240620T140000 DTSTAMP:20260419T134506 CREATED:20240422T120001Z LAST-MODIFIED:20240614T192022Z UID:4107-1718870400-1718892000@www.tpsuniversity.com SUMMARY:Boston College\, Boston\, MA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/boston-college-chestnut-hill-ma-certified-401k-plan-fiduciary-program/ LOCATION:Boston College\, 150 St. Thomas More Rd\, Boston\, MA\, 02135\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240613T080000 DTEND;TZID=America/New_York:20240613T140000 DTSTAMP:20260419T134506 CREATED:20240412T120045Z LAST-MODIFIED:20240531T133724Z UID:4025-1718265600-1718287200@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\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-2/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240612T080000 DTEND;TZID=America/New_York:20240612T140000 DTSTAMP:20260419T134506 CREATED:20240411T120025Z LAST-MODIFIED:20240607T142514Z UID:4254-1718179200-1718200800@www.tpsuniversity.com SUMMARY:University of Georgia - Atlanta Campus\, Atlanta\, GA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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-georgia-atlanta-ga-certified-401k-plan-fiduciary-program/ LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240611T080000 DTEND;TZID=America/New_York:20240611T140000 DTSTAMP:20260419T134506 CREATED:20240403T120046Z LAST-MODIFIED:20240515T200921Z UID:4138-1718092800-1718114400@www.tpsuniversity.com SUMMARY:Rutgers University Inn & Conference Center\, New Brunswick\, NJ - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/rutgers-university-inn-conference-center-new-brunswick-nj-certified-401k-plan-fiduciary-program/ LOCATION:Rutgers University Inn and Conference Center\, 178 Ryders Lane\, New Brunswick\, NJ\, 08901\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240514T083000 DTEND;TZID=America/New_York:20240514T143000 DTSTAMP:20260419T134506 CREATED:20240313T120015Z LAST-MODIFIED:20240510T133312Z UID:3762-1715675400-1715697000@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\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program/ LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240507T080000 DTEND;TZID=America/New_York:20240507T140000 DTSTAMP:20260419T134506 CREATED:20240308T130044Z LAST-MODIFIED:20240502T145636Z UID:3647-1715068800-1715090400@www.tpsuniversity.com SUMMARY:The University of South Florida\, Tampa\, FL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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-south-florida-tampa-fl-certified-401k-plan-fiduciary-program/ LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240430T080000 DTEND;TZID=America/New_York:20240430T140000 DTSTAMP:20260419T134506 CREATED:20240229T130024Z LAST-MODIFIED:20240417T192735Z UID:3732-1714464000-1714485600@www.tpsuniversity.com SUMMARY:Sacramento State University\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/sacramento-state-university-certified-401k-plan-fiduciary-program/ LOCATION:Sacramento State University\, 6000 J St.\, Sacramento\, CA\, 95819\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/North_Dakota/Center:20240423T080000 DTEND;TZID=America/North_Dakota/Center:20240423T140000 DTSTAMP:20260419T134506 CREATED:20240318T141313Z LAST-MODIFIED:20240423T134308Z UID:4235-1713859200-1713880800@www.tpsuniversity.com SUMMARY:Johnson County Community College\, Overland Park\, KS - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/johnson-county-community-college-overland-park-ks-certified-401k-plan-fiduciary-program/ LOCATION:Johnson County Community College\, 12345 College Blvd.\, Overland Park\, KS\, 66210\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240417T080000 DTEND;TZID=America/New_York:20240417T140000 DTSTAMP:20260419T134506 CREATED:20240216T130025Z LAST-MODIFIED:20240416T150303Z UID:3662-1713340800-1713362400@www.tpsuniversity.com SUMMARY:Drake University\, Des Moines\, IA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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/drake-university-des-moines-ia-certified-401k-plan-fiduciary-program/ LOCATION:Drake University\, 2875 University Ave\, Des Moines\, IA\, 50311\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240410T083000 DTEND;TZID=America/New_York:20240410T143000 DTSTAMP:20260419T134506 CREATED:20240212T144621Z LAST-MODIFIED:20240402T160014Z UID:3967-1712737800-1712759400@www.tpsuniversity.com SUMMARY:University of Chicago\, Chicago\, IL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\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 Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \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-chicago-gleacher-center-chicago-il-certified-401k-plan-fiduciary-program/ LOCATION:University of Chicago\, Gleacher Center\, 450 North Cityfront Plaza Dr\, Chicago\, IL\, 60611\, United States END:VEVENT END:VCALENDAR