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DTSTART;TZID=America/New_York:20260804T080000
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DTSTAMP:20260608T154033
CREATED:20260605T120029Z
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UID:7286-1785830400-1785852000@www.tpsuniversity.com
SUMMARY:Rescheduled from April 2\, 2026 - Quinnipiac University\, North Haven\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	\n\n	When\nTuesday\, August 19\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nNorth Carolina State University\nNC State Park Alumni Center\n2450 Alumni Drive\nRaleigh\, NC 27606\nThe Great Reception Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n\n	\n				\n					\n		"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		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	Agenda - Speaker(s) - Driving/Parking Directions\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1: The Role of the Advisor\n \nSession 2: Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJ. Andy Ingram\, AIF®\, QPFC®\, CPFA™\, Ri(k)™\nQualified Plan Fiduciary\, Lifestyle Investment Advisor\nCapital Investment Company of Virginia &\nSollinda Capital Management \nJ. Andy Ingram is a nationally recognized retirement plan advisor with a mission to simplify complex financial decisions and deliver retirement strategies that work—for both employers and employees. As Founder of Capital Investment Company of Virginia and a strategic partner of Sollinda Capital Management\, Andy brings a fiduciary-first mindset\, deep technical knowledge\, and a client-centered approach to every engagement. He also serves as a featured faculty member with The Plan Sponsor University (TPSU)\, educating employers across the country on best practices in plan design and fiduciary governance. \nCredentials & Designations\nAndy holds some of the retirement industry’s most respected credentials:\n• AIF® – Accredited Investment Fiduciary\n• QPFC® – Qualified Plan Financial Consultant\n• CPFA™ – Certified Plan Fiduciary Advisor\n• Ri(k)™ – Retirement Income(k) Specialist \nThese designations affirm his specialized expertise in ERISA compliance\, plan benchmarking\, investment oversight\, and participant outcomes. \nCore Specialties\n• 401(k)/403(b) Plan Consulting & 3(38) Fiduciary Management\n• Plan Design Optimization & Cost Benchmarking\n• Participant Education & Retirement Readiness Programs\n• Wealth & Lifestyle Planning for Business Owners & Executives\n• Tax-Advantaged Strategies\, Including Roth Conversions & NUA Planning\n• Succession\, Estate\, and Multigenerational Wealth Planning \nAdvisory Philosophy\nAndy believes that every retirement plan and investment strategy should begin with listening. His planning process focuses on personalization\, transparency\, and performance\, backed by research driven strategies and open-architecture platforms. As an independent advisor\, Andy avoids cookie-cutter solutions—offering instead a tailored experience that prioritizes your long-term success. \nWhy Andy?\nWith over a decade of experience and a reputation for leadership in the retirement space\, Andy Ingram delivers strategies that are technically sound\, cost-efficient\, and deeply human. He brings expertise in Roth strategies\, tax planning\, and market resilience—paired with a client-first mindset that resonates with HR leaders\, CFOs\, business owners\, and individual investors alike. Whether you're building a 401(k) plan\, enhancing fiduciary oversight\, or seeking personalized retirement advice\, Andy provides a clear\, confident path forward. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program-2/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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