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DTSTART;TZID=America/New_York:20250129T080000
DTEND;TZID=America/New_York:20250129T140000
DTSTAMP:20250122T203346Z
CREATED:20241125T130025Z
LAST-MODIFIED:20250122T203346Z
UID:4699-1738137600-1738159200@www.tpsuniversity.com
SUMMARY:Randolph Macon College\, Ashland\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/randolph-macon-college-ashland-va-certified-401k-plan-fiduciary-program/
LOCATION:Randolph-Macon College\, 304 Henry St.\, Ashland\, 23005\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250128T083000
DTEND;TZID=America/Chicago:20250128T120000
DTSTAMP:20250127T222336Z
CREATED:20241125T130033Z
LAST-MODIFIED:20250127T222336Z
UID:5330-1738053000-1738065600@www.tpsuniversity.com
SUMMARY:Virtual - Des Moines\, IA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/virtual-des-moines-ia-certified-401k-plan-fiduciary-program/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241203T080000
DTEND;TZID=America/New_York:20241203T140000
DTSTAMP:20241126T153341Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241119T170332Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241114T205735Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241113T144208Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241030T160009Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/virtual-charlston-sc-certified-401k-plan-fiduciary-program/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241030T080000
DTEND;TZID=America/New_York:20241030T140000
DTSTAMP:20241014T160002Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241028T190918Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241018T132214Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241021T140206Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241002T165734Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241015T162833Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241002T182231Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241001T141009Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240916T202934Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240923T134959Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20241101T185016Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240911T201159Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240917T150323Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240826T175908Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240820T154429Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240614T192022Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240531T133724Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240607T142514Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240515T200921Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240510T133312Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240502T145636Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240417T192735Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20240423T134308Z
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\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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
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