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X-WR-CALNAME:TPSU - The Plan Sponsor University
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DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20231018T181920Z
CREATED:20231018T161156Z
LAST-MODIFIED:20231018T181920Z
UID:3223-1698307200-1698328800@www.tpsuniversity.com
SUMMARY:The College of New Jersey\, Ewing Township\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, June 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Ave.\nCenter Valley\, PA 18034\nCommonwealth 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		\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 - Utilizing Your 401(k) Plan to Recruit\, Retain & Reward  \nSession 2 - Understanding In-Plan Retirement Income\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\nBrendan P. Speers\, AIF®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, non-profits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes \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-college-of-new-jersey-ewing-township-nj/
LOCATION:The College of New Jersey\, 2000 Pennington Road\, Ewing Township\, NJ\, 08628\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T080000
DTEND;TZID=America/New_York:20230919T140000
DTSTAMP:20230901T163912Z
CREATED:20230901T142746Z
LAST-MODIFIED:20230901T163912Z
UID:3098-1695110400-1695132000@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\, June 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Ave.\nCenter Valley\, PA 18034\nCommonwealth 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		\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 - Utilizing Your 401(k) Plan to Recruit\, Retain & Reward  \nSession 2 - Understanding In-Plan Retirement Income\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\nBrendan P. Speers\, AIF®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, non-profits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes \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/
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:20230914T083000
DTEND;TZID=America/New_York:20230914T143000
DTSTAMP:20230901T135045Z
CREATED:20230831T193605Z
LAST-MODIFIED:20230901T135045Z
UID:3066-1694680200-1694701800@www.tpsuniversity.com
SUMMARY:Roam Conference Room - Alpharetta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, June 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Ave.\nCenter Valley\, PA 18034\nCommonwealth 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		\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 - Utilizing Your 401(k) Plan to Recruit\, Retain & Reward  \nSession 2 - Understanding In-Plan Retirement Income\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\nBrendan P. Speers\, AIF®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, non-profits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes \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/roam-conference-room-alpharetta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Roam Conference Room\, 5815 Windward Pkwy\, Suite 302\, Alpharetta\, GA\, 30005
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20230901T055922Z
CREATED:20230823T003544Z
LAST-MODIFIED:20230901T055922Z
UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, June 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nDeSales University\nDeSales University Center\n2755 Station Ave.\nCenter Valley\, PA 18034\nCommonwealth 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		\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 - Utilizing Your 401(k) Plan to Recruit\, Retain & Reward  \nSession 2 - Understanding In-Plan Retirement Income\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\nBrendan P. Speers\, AIF®\, CPFA\nPartner | Director of Retirement Plan Services\nLegacy Planning \nAs the Director of Retirement Plan Services\, I specialize in helping businesses\, non-profits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration\, conversion and participant education teams that support our plan sponsors. \nI graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA). \nBefore joining Legacy Planning in 2014\, I worked with universities\, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans\, regardless of size\, should utilize a large market approach to due diligence\, oversight\, and pricing to help employers and participants achieve better outcomes \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
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