BEGIN:VCALENDAR VERSION:2.0 PRODID:-//TPSU - The Plan Sponsor University - ECPv6.16.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://www.tpsuniversity.com X-WR-CALDESC:Events for TPSU - The Plan Sponsor University REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 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END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20261101T080000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20240310T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20241103T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20250309T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20251102T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20260308T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20261101T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20270314T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20271107T070000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20250611T080000 DTEND;TZID=America/New_York:20250611T140000 DTSTAMP:20260619T090222 CREATED:20250404T120009Z LAST-MODIFIED:20250603T173453Z UID:5440-1749628800-1749650400@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-4/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250812T083000 DTEND;TZID=America/New_York:20250812T143000 DTSTAMP:20260619T090222 CREATED:20250612T120004Z LAST-MODIFIED:20250805T163345Z UID:5681-1754987400-1755009000@www.tpsuniversity.com SUMMARY:George W. Bush Presidential Center\, Dallas\, 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/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-3/ LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250813T083000 DTEND;TZID=America/New_York:20250813T120000 DTSTAMP:20260619T090222 CREATED:20250624T160338Z LAST-MODIFIED:20251007T144327Z UID:6268-1755073800-1755086400@www.tpsuniversity.com SUMMARY:Virtual - 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/virtual-atlanta-ga-certified-401k-plan-fiduciary-program/ LOCATION:FL END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250814T080000 DTEND;TZID=America/New_York:20250814T140000 DTSTAMP:20260619T090222 CREATED:20250613T120007Z LAST-MODIFIED:20250917T195145Z UID:4481-1755158400-1755180000@www.tpsuniversity.com SUMMARY:Robert Morris University\, Moon Township\, 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/robert-morris-university-moon-township-pa-certified-401k-plan-fiduciary-program/ LOCATION:Robert Morris University\, 6001 University Blvd.\, Moon Township\, PA\, 15108\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250819T080000 DTEND;TZID=America/New_York:20250819T140000 DTSTAMP:20260619T090222 CREATED:20250618T120039Z LAST-MODIFIED:20251024T194309Z UID:6160-1755590400-1755612000@www.tpsuniversity.com SUMMARY:North Carolina State University\, Raleigh\, NC - 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/north-carolina-state-university-raleigh-nc-certified-401k-plan-fiduciary-program/ LOCATION:North Carolina State University\, 2450 Alumni Drive\, Raleigh\, NC\, 27606\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250820T080000 DTEND;TZID=America/New_York:20250820T140000 DTSTAMP:20260619T090222 CREATED:20250618T120055Z LAST-MODIFIED:20250917T200702Z UID:5508-1755676800-1755698400@www.tpsuniversity.com SUMMARY:Florida Atlantic University\, Boca Raton\, 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/florida-atlantic-university-certified-401k-plan-fiduciary-program-2/ LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250826T080000 DTEND;TZID=America/New_York:20250826T140000 DTSTAMP:20260619T090222 CREATED:20250625T120013Z LAST-MODIFIED:20250820T122144Z UID:6128-1756195200-1756216800@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-2/ LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250916T080000 DTEND;TZID=America/New_York:20250916T140000 DTSTAMP:20260619T090222 CREATED:20250715T120005Z LAST-MODIFIED:20250924T154527Z UID:5550-1758009600-1758031200@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-3/ LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250923T090000 DTEND;TZID=America/New_York:20250923T151500 DTSTAMP:20260619T090222 CREATED:20250723T120011Z LAST-MODIFIED:20250911T134139Z UID:5600-1758618000-1758640500@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-3/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251009T080000 DTEND;TZID=America/New_York:20251009T141500 DTSTAMP:20260619T090222 CREATED:20250807T120045Z LAST-MODIFIED:20251002T182208Z UID:6496-1759996800-1760019300@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-program2/ LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251009T083000 DTEND;TZID=America/Halifax:20251009T143000 DTSTAMP:20260619T090222 CREATED:20250808T120026Z LAST-MODIFIED:20251119T141729Z UID:5474-1759998600-1760020200@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-4/ LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251022T080000 DTEND;TZID=America/New_York:20251022T140000 DTSTAMP:20260619T090222 CREATED:20250313T120017Z LAST-MODIFIED:20251106T140356Z UID:5456-1761120000-1761141600@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-5/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20251022T083000 DTEND;TZID=America/Phoenix:20251022T143000 DTSTAMP:20260619T090222 CREATED:20250821T120031Z LAST-MODIFIED:20251020T210827Z UID:6334-1761121800-1761143400@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-3/ LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251023T090000 DTEND;TZID=America/Los_Angeles:20251023T150000 DTSTAMP:20260619T090222 CREATED:20250825T120018Z LAST-MODIFIED:20251016T174926Z UID:5874-1761210000-1761231600@www.tpsuniversity.com SUMMARY:The University of California\, Davis\, Davis\, 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/the-university-of-california-davis-davis-ca-certified-401k-plan-fiduciary-program/ LOCATION:The University of California\, Davis\, 530 Alumni Ln.\, Davis\, CA\, 95616\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20251028T080000 DTEND;TZID=America/Denver:20251028T140000 DTSTAMP:20260619T090222 CREATED:20250827T120018Z LAST-MODIFIED:20251015T223154Z UID:5697-1761638400-1761660000@www.tpsuniversity.com SUMMARY:The University of Denver\, Denver\, CO - 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/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program-2/ LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251030T080000 DTEND;TZID=America/New_York:20251030T143000 DTSTAMP:20260619T090222 CREATED:20250829T120056Z LAST-MODIFIED:20251021T194951Z UID:6318-1761811200-1761834600@www.tpsuniversity.com SUMMARY:Phillips Academy\, Andover\, 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/phillips-academy-andover-ma-certified-401k-plan-fiduciary-program/ LOCATION:Phillips Academy\, 4 Chapel Avenue\, Andover\, MA\, 01810\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251106T080000 DTEND;TZID=America/New_York:20251106T140000 DTSTAMP:20260619T090222 CREATED:20250917T180639Z LAST-MODIFIED:20251104T164039Z UID:6816-1762416000-1762437600@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-4/ 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:20251119T080000 DTEND;TZID=America/New_York:20251119T140000 DTSTAMP:20260619T090222 CREATED:20250916T120010Z LAST-MODIFIED:20251113T163041Z UID:5483-1763539200-1763560800@www.tpsuniversity.com SUMMARY:The University of South Florida\, Tampa\, FL - Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25\, 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/the-university-of-south-florida-tampa-fl-certified-401k-plan-fiduciary-program-2/ LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251209T080000 DTEND;TZID=America/New_York:20251209T140000 DTSTAMP:20260619T090222 CREATED:20250905T120016Z LAST-MODIFIED:20251202T182526Z UID:6596-1765267200-1765288800@www.tpsuniversity.com SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4\, 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/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-2/ LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20251211T083000 DTEND;TZID=America/Chicago:20251211T143000 DTSTAMP:20260619T090222 CREATED:20251013T120026Z LAST-MODIFIED:20251202T145101Z UID:6656-1765441800-1765463400@www.tpsuniversity.com SUMMARY:Loews Vanderbilt Hotel\, Nashville\, TN - 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/loews-vanderbilt-hotel-nashville-tn-certified-401k-plan-fiduciary-program/ LOCATION:Loews Vanderbilt Hotel\, 2100 W End Ave\, Nashville\, TN\, 37203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260210T080000 DTEND;TZID=America/New_York:20260210T140000 DTSTAMP:20260619T090222 CREATED:20251212T130018Z LAST-MODIFIED:20260204T185737Z UID:6855-1770710400-1770732000@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-4/ LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260219T080000 DTEND;TZID=America/New_York:20260219T140000 DTSTAMP:20260619T090222 CREATED:20251218T192758Z LAST-MODIFIED:20260204T181407Z UID:7451-1771488000-1771509600@www.tpsuniversity.com SUMMARY:Columbus State Community College\, Columbus\, OH - 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/columbus-state-community-college-columbus-oh-certified-401k-plan-fiduciary-program/ LOCATION:Columbus State Community College\, 315 Cleveland Ave.\, Columbus\, OH\, 43215\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260225T080000 DTEND;TZID=America/New_York:20260225T140000 DTSTAMP:20260619T090222 CREATED:20251218T130033Z LAST-MODIFIED:20260217T224015Z UID:6823-1772006400-1772028000@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-3/ LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260226T080000 DTEND;TZID=America/Chicago:20260226T140000 DTSTAMP:20260619T090222 CREATED:20251218T130025Z LAST-MODIFIED:20260213T221912Z UID:6603-1772092800-1772114400@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-3/ LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260304T080000 DTEND;TZID=America/New_York:20260304T140000 DTSTAMP:20260619T090222 CREATED:20260105T130022Z LAST-MODIFIED:20260224T192403Z UID:6833-1772611200-1772632800@www.tpsuniversity.com SUMMARY:Robert Morris University\, Moon Township\, 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/robert-morris-university-moon-township-pa-certified-401k-plan-fiduciary-program-2/ LOCATION:Robert Morris University\, 6001 University Blvd.\, Moon Township\, PA\, 15108\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260310T080000 DTEND;TZID=America/New_York:20260310T140000 DTSTAMP:20260619T090222 CREATED:20260109T130031Z LAST-MODIFIED:20260302T160914Z UID:7152-1773129600-1773151200@www.tpsuniversity.com SUMMARY:Wake Forest University\, Charlotte\, NC - 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/wake-forest-university-charlotte-nc-certified-401k-plan-fiduciary-program/ LOCATION:Wake Forest University\, 200 N College St #150\, Charlotte\, NC\, 28202\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260317T080000 DTEND;TZID=America/New_York:20260317T140000 DTSTAMP:20260619T090222 CREATED:20260116T130026Z LAST-MODIFIED:20260311T150846Z UID:7334-1773734400-1773756000@www.tpsuniversity.com SUMMARY:Penn State Great Valley\, Malvern\, 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/penn-state-great-valley-malvern-pa-certified-401k-plan-fiduciary-program/ LOCATION:Penn State Great Valley\, Malvern\, PA\, 19355 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260324T090000 DTEND;TZID=America/New_York:20260324T150000 DTSTAMP:20260619T090222 CREATED:20260123T130023Z LAST-MODIFIED:20260317T184406Z UID:7274-1774342800-1774364400@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-5/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260401T083000 DTEND;TZID=America/Chicago:20260401T143000 DTSTAMP:20260619T090222 CREATED:20260202T130033Z LAST-MODIFIED:20260325T183206Z UID:7099-1775032200-1775053800@www.tpsuniversity.com SUMMARY:George W. Bush Presidential Center\, Dallas\, 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/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-4/ LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260416T083000 DTEND;TZID=America/New_York:20260416T121500 DTSTAMP:20260619T090222 CREATED:20260216T130053Z LAST-MODIFIED:20260415T143432Z UID:7356-1776328200-1776341700@www.tpsuniversity.com SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program - REGISTRATION NOW CLOSED 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-atlanta-ga-certified-401k-plan-fiduciary-program-2/ LOCATION:FL CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT END:VCALENDAR