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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250313T090000
DTEND;TZID=America/New_York:20250313T150000
DTSTAMP:20260619T145258
CREATED:20250117T205643Z
LAST-MODIFIED:20250310T133142Z
UID:5572-1741856400-1741878000@www.tpsuniversity.com
SUMMARY:Invesco Ltd. Corporate Headquarters - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/invesco-ltd-corporate-headquarters-atlanta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Invesco Ltd. Corporate Headquarters\, Midtown Union\, 1331 Spring Street\, NW\, Atlanta\, GA\, 30309\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250311T080000
DTEND;TZID=America/New_York:20250311T140000
DTSTAMP:20260619T145258
CREATED:20250108T130012Z
LAST-MODIFIED:20250306T165624Z
UID:5432-1741680000-1741701600@www.tpsuniversity.com
SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program-3/
LOCATION:Villanova University West Campus – Garey Hall\, Room 10A\, Spring Mill Rd & County Line Rd\, Villanova\, PA\, 19085
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250306T080000
DTEND;TZID=America/New_York:20250306T140000
DTSTAMP:20260619T145258
CREATED:20250106T130032Z
LAST-MODIFIED:20250224T165957Z
UID:5413-1741248000-1741269600@www.tpsuniversity.com
SUMMARY:Quinnipiac University\, North Haven\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250226T080000
DTEND;TZID=America/New_York:20250226T140000
DTSTAMP:20260619T145258
CREATED:20241220T130019Z
LAST-MODIFIED:20250917T192758Z
UID:5378-1740556800-1740578400@www.tpsuniversity.com
SUMMARY:NOVA Southeastern University\, Fort Lauderdale\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/nova-southeastern-university-fort-lauderdale-fl-certified-401k-plan-fiduciary-program-2/
LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250130T080000
DTEND;TZID=America/Phoenix:20250130T140000
DTSTAMP:20260619T145258
CREATED:20241126T130015Z
LAST-MODIFIED:20250130T152410Z
UID:5314-1738224000-1738245600@www.tpsuniversity.com
SUMMARY:University of New Mexico\, Albuquerque\, NM - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-new-mexico-albuquerque-nm-certified-401k-plan-fiduciary-program/
LOCATION:University of New Mexico\, 1 University of New Mexico\, Albuquerque\, NM\, 87131\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250129T080000
DTEND;TZID=America/New_York:20250129T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-des-moines-ia-certified-401k-plan-fiduciary-program/
LOCATION:FL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241203T080000
DTEND;TZID=America/New_York:20241203T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/rollins-college-winter-park-fl-certified-401k-plan-fiduciary-program-2/
LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241120T080000
DTEND;TZID=America/New_York:20241120T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/sacramento-state-university-sacramento-ca-certified-401k-plan-fiduciary-program/
LOCATION:Sacramento State University\, 6000 J St.\, Sacramento\, CA\, 95819\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T080000
DTEND;TZID=America/New_York:20241119T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-3/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241113T083000
DTEND;TZID=America/New_York:20241113T143000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/smith-and-howard-advisory-atlanta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Private: Smith and Howard Advisory\, LLC\, 271 17th Street NW\, Atlanta\, 30363\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241107T083000
DTEND;TZID=America/New_York:20241107T120000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-charlston-sc-certified-401k-plan-fiduciary-program/
LOCATION:FL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241030T080000
DTEND;TZID=America/New_York:20241030T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/fairfield-university-certified-401k-plan-fiduciary-program/
LOCATION:Fairfield University\, 1073 North Benson Road\, Fairfield\, CT\, 06824\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T083000
DTEND;TZID=America/New_York:20241029T143000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-maryland-college-park-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241024T080000
DTEND;TZID=America/New_York:20241024T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-certified-401k-plan-fiduciary-program/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241022T080000
DTEND;TZID=America/New_York:20241022T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/butler-university-indianapolis-in-certified-401k-plan-fiduciary-program/
LOCATION:Butler University\, 704 W Hampton Dr.\, Indianapolis\, IN\, 46208\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241017T080000
DTEND;TZID=America/New_York:20241017T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/endicott-college-wylie-inn-and-conference-center-beverly-ma-certified-401k-plan-fiduciary-program/
LOCATION:Endicott College – Wylie Inn and Conference Center\, 295 Hale Street\, Beverly\, MA\, 01915\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T083000
DTEND;TZID=America/New_York:20241016T143000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241003T080000
DTEND;TZID=America/New_York:20241003T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/drake-university-des-moines-ia-certified-401k-plan-fiduciary-program-2/
LOCATION:Drake University\, 2875 University Ave\, Des Moines\, IA\, 50311\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241002T080000
DTEND;TZID=America/New_York:20241002T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program-2/
LOCATION:Univeristy of North Florida\, 12000 Alumni Drive\, Jacksonville\, FL\, 32224\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240925T080000
DTEND;TZID=America/New_York:20240925T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/florida-atlantic-university-certified-401k-plan-fiduciary-program/
LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T083000
DTEND;TZID=America/New_York:20240924T143000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-chicago-chicago-il-certified-401k-plan-fiduciary-program/
LOCATION:University of Chicago\, Gleacher Center\, 450 North Cityfront Plaza Dr\, Chicago\, IL\, 60611\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240919T080000
DTEND;TZID=America/New_York:20240919T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/marquette-university-milwaukee-wi-certified-401k-plan-fiduciary-program-2/
LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T090000
DTEND;TZID=America/New_York:20240918T150000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T083000
DTEND;TZID=America/New_York:20240918T143000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-2/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240827T090000
DTEND;TZID=America/New_York:20240827T150000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/california-state-university-san-marcos-san-marcos-ca-certified-401k-plan-fiduciary-program/
LOCATION:California State University San Marcos\, 333 S. Twin Oaks Valley Rd.\, San Marcos\, CA\, 92069\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240821T090000
DTEND;TZID=America/New_York:20240821T150000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-southern-california-los-angeles-ca-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Southern California\, 3607 Trousdale Parkway\, Los Angeles\, CA\, 90089\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T080000
DTEND;TZID=America/New_York:20240620T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/boston-college-chestnut-hill-ma-certified-401k-plan-fiduciary-program/
LOCATION:Boston College\, 150 St. Thomas More Rd\, Boston\, MA\, 02135\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240613T080000
DTEND;TZID=America/New_York:20240613T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-2/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240612T080000
DTEND;TZID=America/New_York:20240612T140000
DTSTAMP:20260619T145259
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 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-georgia-atlanta-ga-certified-401k-plan-fiduciary-program/
LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States
END:VEVENT
END:VCALENDAR