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DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260424T093405
CREATED:20230913T215018Z
LAST-MODIFIED:20231018T183023Z
UID:3170-1698825600-1698847200@www.tpsuniversity.com
SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \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-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20260424T093405
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\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \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:20260424T093405
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\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \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:20260424T093405
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\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \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:20260424T093405
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\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \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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