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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240314T080000
DTEND;TZID=America/New_York:20240314T140000
DTSTAMP:20260615T175832
CREATED:20240112T130034Z
LAST-MODIFIED:20240308T205002Z
UID:3723-1710403200-1710424800@www.tpsuniversity.com
SUMMARY:Rollins College\, Winter Park\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/rollins-college-winter-park-fl-certified-401k-plan-fiduciary-program/
LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240312T080000
DTEND;TZID=America/New_York:20240312T140000
DTSTAMP:20260615T175832
CREATED:20240117T155820Z
LAST-MODIFIED:20240308T213424Z
UID:3821-1710230400-1710252000@www.tpsuniversity.com
SUMMARY:Frederick Community College\, Frederick\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/frederick-community-college-frederick-md-certified-401k-plan-fiduciary-program/
LOCATION:Frederick Community College\, 7932 Opossumtown Pike\, Frederick\, MD\, 21702\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240229T080000
DTEND;TZID=America/New_York:20240229T140000
DTSTAMP:20260615T175832
CREATED:20231230T120046Z
LAST-MODIFIED:20240223T155110Z
UID:3422-1709193600-1709215200@www.tpsuniversity.com
SUMMARY:Baldwin Wallace University\, Berea\, OH - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/baldwin-wallace-university-berea-oh-certified-401k-plan-fiduciary-program/
LOCATION:Baldwin Wallace University\, 125 Tressel St.\, Berea\, OH\, 44017\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240214T080000
DTEND;TZID=America/New_York:20240214T140000
DTSTAMP:20260615T175832
CREATED:20240112T193523Z
LAST-MODIFIED:20240207T195047Z
UID:3804-1707897600-1707919200@www.tpsuniversity.com
SUMMARY: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\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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-denver-denver-co-certified-401k-plan-fiduciary-program/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240213T083000
DTEND;TZID=America/New_York:20240213T143000
DTSTAMP:20260615T175832
CREATED:20231213T133058Z
LAST-MODIFIED:20240202T152617Z
UID:3613-1707813000-1707834600@www.tpsuniversity.com
SUMMARY:George W. Bush Presidential Center\, Dallas\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240208T083000
DTEND;TZID=America/New_York:20240208T143000
DTSTAMP:20260615T175832
CREATED:20240104T201938Z
LAST-MODIFIED:20240207T160146Z
UID:3742-1707381000-1707402600@www.tpsuniversity.com
SUMMARY:Serendipity Labs - Conference Center - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/serendipity-labs-conference-center-certified-401k-plan-fiduciary-program/
LOCATION:Serendipity Labs\, 100 North Point Center 30022\, Alpharetta\, GA\, 30022\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231212T083000
DTEND;TZID=America/New_York:20231212T120000
DTSTAMP:20260615T175832
CREATED:20231206T214356Z
LAST-MODIFIED:20231206T214513Z
UID:3602-1702369800-1702382400@www.tpsuniversity.com
SUMMARY:Virtual - Fairfield\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/virtual-fairfield-ct-certified-401k-plan-fiduciary-program/
LOCATION:MA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231130T080000
DTEND;TZID=America/New_York:20231130T140000
DTSTAMP:20260615T175832
CREATED:20231024T162128Z
LAST-MODIFIED:20231129T154646Z
UID:3312-1701331200-1701352800@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\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T083000
DTEND;TZID=America/New_York:20231114T143000
DTSTAMP:20260615T175832
CREATED:20231023T222642Z
LAST-MODIFIED:20231023T223031Z
UID:3302-1699950600-1699972200@www.tpsuniversity.com
SUMMARY:California State University Long Beach - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/california-state-university-long-beach-certified-401k-plan-fiduciary-program/
LOCATION:California State University Long Beach\, Pointe 1250 Bellflower Blvd\, Long Beach\, CA\, 90840\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T143000
DTSTAMP:20260615T175832
CREATED:20231023T221314Z
LAST-MODIFIED:20231023T221314Z
UID:3294-1698913800-1698935400@www.tpsuniversity.com
SUMMARY:George Mason University\, Fairfax\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/george-mason-university-fairfax-va-certified-401k-plan-fiduciary-program/
LOCATION:george mason\, 4400 Rivanna River Way\, Fairfax\, VA\, 22030\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T120000
DTSTAMP:20260615T175832
CREATED:20231023T202750Z
LAST-MODIFIED:20231023T205517Z
UID:3275-1698913800-1698926400@www.tpsuniversity.com
SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/virtual-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:MA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260615T175832
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\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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-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:20260615T175832
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\nThursday\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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/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:20260615T175832
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\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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:20260615T175832
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\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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:20260615T175832
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\, October 17\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nEndicott College\nWylie Inn and Conference Center\n295 Hale Street\nBeverly\, MA 01915\nNewburyport 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 - Producing Outcomes & Staying Compliant\n \nSession 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants \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\nMichaela F. Scott\, MSFS\, CFP®\, AIF®\, C(k)P\, RICP®\,\nCHFC\, CHSA®\, CPFA®\nPrincipal & Founder\, 401(k)/403(b) Advisor\nThe Strategic Retirement Benefits Group \nMichaela Scott is Founder and Principal of the Strategic Retirement Benefits Group\, partnering with businesses on the financial portion of their benefits program – specifically their retirement Plans. \nThroughout her career Michaela has made significant contributions to the industry including serving on advisory boards for many of the largest recordkeepers and asset managers and as a delegate with the American Retirement Association. She has been recognized as the Top Women Advisors Rising Star and Top Plan Advisors under 40. Their team has earned Top DC Advisory Team. \nMichaela earned her Master of Science in Financial Services with a concentration in Retirement Planning from the American College of Financial Services where she serves as President of the Advisory Committee. She was awarded their NextGen of the Year award in 2017. \nShe is a Certified Financial Planner™\, Accredited Investment Fiduciary\, Retirement Income Certified Professional®\, Charted Financial Consultant and Certified Health Savings Advisor. Michaela earned\nher Certified 401(k) Professional Designation administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. She serves at The Plan Sponsor University as an adjunct professor. \nShe holds an honors Bachelor of Arts in Politics from Saint Anselm College and is past President of the St. A’s Alumni Association\, Advisory Council Co-Chair for the Department of Business and Economics and serves the Commission for the School of Business. \nMichaela was selected to serve on the Employer Sponsored Advisory Council for Osaic. Osaic is one of the largest networks of independent advisor firms in the country overseeing over a half a billion in assets and 12\,000 independent advisors. The council is comprised of a select group of 30 advisors who specialize in retirement plans\, are innovative and can lead by example with best practices for servicing clients and delivering results for participants. \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
END:VEVENT
END:VCALENDAR