TPSU - The Plan Sponsor University

Robert Morris University, Moon Township, PA - Certified 401(k) Plan Fiduciary Program
2025-08-14 08:00 - 14:00, 2026-03-04 08:00 - 14:00 (America/New_York) | Robert Morris University, 6001 University Blvd., Moon Township, PA, 15108, United States
Register For This Program

When
Wednesday, August 20, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Florida Atlantic University
Student Union Building
777 Glades Rd
Boca Raton, FL 33431
Live Oak Pavilion – Rooms C&D
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions

"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."

The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.

Agenda - Speaker(s) - Driving/Parking Directions

Agenda
TOPICS:
Session 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary
Session 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights

Download PDF

Speaker(s)
Adjunct Lecturer
Shir McGettigan, FSCP®, AIF®, CPFA®, C(K)P®, NQPC™
Director of Employer-Sponsored Retirement Plans
HUB Retirement and Wealth Management
Shir 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.
In 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
and 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. **
*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."
**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.

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

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Virtual - Atlanta, GA - Certified 401(k) Plan Fiduciary Program - REGISTRATION NOW CLOSED
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2026-04-29 08:30 - 14:30 (America/Denver) | Arizona State University, 401 N 1st Street, Phoenix, AZ, 85004, United States

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2026-05-13 09:00 - 15:15 (America/New_York) | Broadridge, 605 Third Avenue, 41st Fl, New York, NY, 10158, United States
