BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//TPSU - The Plan Sponsor University - ECPv6.17.2//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: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
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/Chicago
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:VTIMEZONE
TZID:America/Denver
BEGIN:DAYLIGHT
TZOFFSETFROM:-0700
TZOFFSETTO:-0600
TZNAME:MDT
DTSTART:20250309T090000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0600
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20251102T080000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0700
TZOFFSETTO:-0600
TZNAME:MDT
DTSTART:20260308T090000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0600
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20261101T080000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0700
TZOFFSETTO:-0600
TZNAME:MDT
DTSTART:20270314T090000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0600
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20271107T080000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/New_York
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
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/Halifax
BEGIN:DAYLIGHT
TZOFFSETFROM:-0400
TZOFFSETTO:-0300
TZNAME:ADT
DTSTART:20250309T060000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0300
TZOFFSETTO:-0400
TZNAME:AST
DTSTART:20251102T050000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0400
TZOFFSETTO:-0300
TZNAME:ADT
DTSTART:20260308T060000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0300
TZOFFSETTO:-0400
TZNAME:AST
DTSTART:20261101T050000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0400
TZOFFSETTO:-0300
TZNAME:ADT
DTSTART:20270314T060000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0300
TZOFFSETTO:-0400
TZNAME:AST
DTSTART:20271107T050000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260929T080000
DTEND;TZID=America/New_York:20260929T143000
DTSTAMP:20260813T134652Z
CREATED:20260727T120008Z
LAST-MODIFIED:20260813T134652Z
UID:6841-1790668800-1790692200@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 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/florida-atlantic-university-boca-raton-fl-certified-401k-plan-fiduciary-program/
LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260930T090000
DTEND;TZID=America/New_York:20260930T150000
DTSTAMP:20260813T154444Z
CREATED:20260803T120016Z
LAST-MODIFIED:20260813T154444Z
UID:6715-1790758800-1790780400@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 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-4/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261006T080000
DTEND;TZID=America/Chicago:20261006T140000
DTSTAMP:20260807T133220Z
CREATED:20260807T120025Z
LAST-MODIFIED:20260807T133220Z
UID:8848-1791273600-1791295200@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 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20261007T090000
DTEND;TZID=America/Denver:20261007T150000
DTSTAMP:20260807T133312Z
CREATED:20260807T120024Z
LAST-MODIFIED:20260807T133312Z
UID:6941-1791363600-1791385200@www.tpsuniversity.com
SUMMARY:Rescheduled from March 12\, 2026  - University of San Diego\, San Diego\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/university-of-san-diego-san-diego-ca-certified-401k-plan-fiduciary-program-2/
LOCATION:University of San Diego\, 5555 Marian Way\, San Diego\, CA\, 92110\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261014T080000
DTEND;TZID=America/New_York:20261014T140000
DTSTAMP:20260817T181731Z
CREATED:20260817T120031Z
LAST-MODIFIED:20260817T181731Z
UID:7255-1791964800-1791986400@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 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-7/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20261015T083000
DTEND;TZID=America/Halifax:20261015T143000
DTSTAMP:20260817T130345Z
CREATED:20260817T120021Z
LAST-MODIFIED:20260817T130345Z
UID:7318-1792053000-1792074600@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 13\, 2025\n8:30AM - 12:00PM \nVirtual Location\nAtlanta\, GA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Convergence of Healthcare & Retirement \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk\nmanagement\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors (NAPA). \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-6/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
END:VCALENDAR