TPSU - The Plan Sponsor University

Robert Morris University, Moon Township, PA - Certified 401(k) Plan Fiduciary Program
2026-03-04 08:00 - 14:00 (America/New_York) | Robert Morris University, 6001 University Blvd., Moon Township, PA, 15108, United States
Register For This Program

When
Wednesday, November 13, 2024
8:30AM - 2:30PM
(Program begins promptly at 9:00AM)
Location
Smith and Howard Advisory, LLC
271 17th Street NW, Fifth Floor
Atlanta, GA 30363
Conference Room
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions

"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."

The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.

Agenda - Speaker(s) - Driving/Parking Directions

Agenda
TOPICS:
Session 1 - The Convergence of Healthcare & Retirement

Session 2 - Benefits Beyond Compliance, Maximizing Your Partnership

Download PDF

Speaker(s)
Adjunct Lecturer
Shelly Horwitz, AIF®, CPFATM
Managing Director
World Investment Advisors
Shelly 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,
employee 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.
Shelly 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
many 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.
Shelly 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.
Shelly 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
Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses, as well as Life, Annuities and Long-Term Care insurance licenses.
James D. Vanke, CPA, AIF®
Managing Director
World Investment Advisors
James 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
environment.
At 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 management, 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.
James 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.
Rob Appleman, AIF®, CPFATM
Director of Investment and Client Services
World Investment Advisors
Rob 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.
Rob 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).

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Driving and Parking Directions

Download Driving and Parking Directions

Wake Forest University, Charlotte, NC - Certified 401(k) Plan Fiduciary Program
2026-03-10 08:00 - 14:00 (America/New_York) | Wake Forest University, 200 N College St #150, Charlotte, NC, 28202, United States

Penn State Great Valley, Malvern, PA - Certified 401(k) Plan Fiduciary Program
2026-03-17 08:00 - 14:00 (America/New_York) | Penn State Great Valley, Malvern, PA, 19355

Fordham University School of Law, New York, NY - Certified 401(k) Plan Fiduciary Program
2026-03-24 09:00 - 15:00 (America/New_York) | Fordham Law School, 150 West 62nd Street, New York, NY, 10023, United States

George W. Bush Presidential Center, Dallas, TX - Certified 401(k) Plan Fiduciary Program
2026-04-01 08:30 - 14:30 (America/Chicago) | George W. Bush Presidential Center, 2942 SMU Boulevard, Dallas, TX, 75205, United States

Virtual - Atlanta, GA - Certified 401(k) Plan Fiduciary Program - REGISTRATION NOW CLOSED
2026-04-16 08:30 - 12:15 (America/New_York)

Bellevue College, Bellevue, WA - Certified 401(k) Plan Fiduciary Program
2026-04-23 08:00 - 14:00 (America/Denver) | Bellevue College, 3000 Landerholm Cir SE, Bellevue, WA, 98007, United States

Arizona State University, Phoenix, AZ - Certified 401(k) Plan Fiduciary Program
2026-04-29 08:30 - 14:30 (America/Denver) | Arizona State University, 401 N 1st Street, Phoenix, AZ, 85004, United States

Broadridge, New York, NY - Certified 401(k) Plan Fiduciary Program
2026-05-13 09:00 - 15:15 (America/New_York) | Broadridge, 605 Third Avenue, 41st Fl, New York, NY, 10158, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
2026-05-14 08:30 - 14:30 (America/Halifax) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

University of Georgia, Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2026-05-19 09:00 - 15:00 (America/New_York) | University of Georgia, 3475 Lenox Road NE, Atlanta, GA, 30326, United States

Kansas State University Olathe, Olathe, KS - Certified 401(k) Plan Fiduciary Program
2026-05-21 08:30 - 14:30 (America/New_York) | Kansas State University Olathe, 22201 W. Innovation Drive, Olathe, KS, 66061, United States

Oregon State University Portland Center, OR - Certified 401(k) Plan Fiduciary Program
2026-06-02 09:00 - 15:15 (America/Denver) | Oregon State University Portland Center, 555 SW Morrison Street, Suite 200, Portland, OR, 97204, United States

Stonehill College, Easton, MA - Certified 401(k) Plan Fiduciary Program
2026-06-04 08:00 - 14:00 (America/New_York) | Stonehill College, 124 Belmont Street, Easton, MA, 02357, United States

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2026-06-10 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States

University of Hartford, West Hartford, CT - Certified 401(k) Plan Fiduciary Program
2026-06-24 08:30 - 14:45 (America/Halifax) | University of Hartford, 200 Bloomfield Ave,, West Hartford, CT, 06117, United States
