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X-WR-CALNAME:TPSU - The Plan Sponsor University
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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\nThursday\, April 10\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nArizona State University\nMemorial Union\n301 E Orange St\nTempe\, AZ 85281\nMU 242 - La Paz 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: Retirement Readiness\, Participant Outcomes\n \nSession 2: SECURE 2.0 Plan Considerations – What You Need to Know (and Do) Now  \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\nShawn West\, AIF®\, CPFA®\, C(k)P®\nFounder\, ERISA Director\nCuraFin Advisors \nWith over two decades of ERISA plan management\, fiduciary process\, and legislative advocacy\, Shawn is responsible for overseeing the firm’s strategic direction\, and is a member of the firm's Investment Advisory Board. He has considerable experience with ERISA plan mergers & acquisitions\, public and private companies\, from enterprise to small family businesses in all industries. \nShawn studied Psychology at Southern Illinois University\, has obtained his series 6\, 63\, and 65 licenses\, holds a Certified Plan Fiduciary Advisor (CPFA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA)\, and Accredited Investment Fiduciary (AIF®) certification. \nHe is a member of the National Association of Plan Advisors (NAPA) and serves on their Governmental Affairs Committee for the past decade. Shawn is a founding ambassador for TGen (Translational Genomics Research Institute)\, a member of PCH50 (Phoenix Children’s Hospital Foundation)\, and the Phoenix Business Journals’ Leadership Trust. \nAdditionally\, Shawn serves on the PIMCO DC and Voya Institutional Advisory Boards. \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					\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\nThursday\, April 10\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nArizona State University\nMemorial Union\n301 E Orange St\nTempe\, AZ 85281\nMU 242 - La Paz 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: Retirement Readiness\, Participant Outcomes\n \nSession 2: SECURE 2.0 Plan Considerations – What You Need to Know (and Do) Now  \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\nShawn West\, AIF®\, CPFA®\, C(k)P®\nFounder\, ERISA Director\nCuraFin Advisors \nWith over two decades of ERISA plan management\, fiduciary process\, and legislative advocacy\, Shawn is responsible for overseeing the firm’s strategic direction\, and is a member of the firm's Investment Advisory Board. He has considerable experience with ERISA plan mergers & acquisitions\, public and private companies\, from enterprise to small family businesses in all industries. \nShawn studied Psychology at Southern Illinois University\, has obtained his series 6\, 63\, and 65 licenses\, holds a Certified Plan Fiduciary Advisor (CPFA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA)\, and Accredited Investment Fiduciary (AIF®) certification. \nHe is a member of the National Association of Plan Advisors (NAPA) and serves on their Governmental Affairs Committee for the past decade. Shawn is a founding ambassador for TGen (Translational Genomics Research Institute)\, a member of PCH50 (Phoenix Children’s Hospital Foundation)\, and the Phoenix Business Journals’ Leadership Trust. \nAdditionally\, Shawn serves on the PIMCO DC and Voya Institutional Advisory Boards. \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					\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\nThursday\, April 10\, 2025\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nArizona State University\nMemorial Union\n301 E Orange St\nTempe\, AZ 85281\nMU 242 - La Paz 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: Retirement Readiness\, Participant Outcomes\n \nSession 2: SECURE 2.0 Plan Considerations – What You Need to Know (and Do) Now  \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\nShawn West\, AIF®\, CPFA®\, C(k)P®\nFounder\, ERISA Director\nCuraFin Advisors \nWith over two decades of ERISA plan management\, fiduciary process\, and legislative advocacy\, Shawn is responsible for overseeing the firm’s strategic direction\, and is a member of the firm's Investment Advisory Board. He has considerable experience with ERISA plan mergers & acquisitions\, public and private companies\, from enterprise to small family businesses in all industries. \nShawn studied Psychology at Southern Illinois University\, has obtained his series 6\, 63\, and 65 licenses\, holds a Certified Plan Fiduciary Advisor (CPFA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA)\, and Accredited Investment Fiduciary (AIF®) certification. \nHe is a member of the National Association of Plan Advisors (NAPA) and serves on their Governmental Affairs Committee for the past decade. Shawn is a founding ambassador for TGen (Translational Genomics Research Institute)\, a member of PCH50 (Phoenix Children’s Hospital Foundation)\, and the Phoenix Business Journals’ Leadership Trust. \nAdditionally\, Shawn serves on the PIMCO DC and Voya Institutional Advisory Boards. \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					\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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