BEGIN:VCALENDAR VERSION:2.0 PRODID:-//TPSU - The Plan Sponsor University - ECPv6.16.4.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:TPSU - The Plan Sponsor University X-ORIGINAL-URL:https://www.tpsuniversity.com X-WR-CALDESC:Events for TPSU - The Plan Sponsor University REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20240417T080000 DTEND;TZID=America/New_York:20240417T140000 DTSTAMP:20240416T150303Z CREATED:20240216T130025Z LAST-MODIFIED:20240416T150303Z UID:3662-1713340800-1713362400@www.tpsuniversity.com SUMMARY:Drake University\, Des Moines\, IA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/drake-university-des-moines-ia-certified-401k-plan-fiduciary-program/ LOCATION:Drake University\, 2875 University Ave\, Des Moines\, IA\, 50311\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240410T083000 DTEND;TZID=America/New_York:20240410T143000 DTSTAMP:20240402T160014Z CREATED:20240212T144621Z LAST-MODIFIED:20240402T160014Z UID:3967-1712737800-1712759400@www.tpsuniversity.com SUMMARY:University of Chicago\, Chicago\, IL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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-chicago-gleacher-center-chicago-il-certified-401k-plan-fiduciary-program/ LOCATION:University of Chicago\, Gleacher Center\, 450 North Cityfront Plaza Dr\, Chicago\, IL\, 60611\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240327T080000 DTEND;TZID=America/New_York:20240327T140000 DTSTAMP:20240319T140252Z CREATED:20240125T185623Z LAST-MODIFIED:20240319T140252Z UID:3926-1711526400-1711548000@www.tpsuniversity.com SUMMARY:Nova Southeastern University\, Fort Lauderdale\, FL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/nova-southeastern-university-fort-lauderdale-fl-certified-401k-plan-fiduciary-program/ LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240321T090000 DTEND;TZID=America/New_York:20240321T150000 DTSTAMP:20240320T174722Z CREATED:20240122T120054Z LAST-MODIFIED:20240320T174722Z UID:3781-1711011600-1711033200@www.tpsuniversity.com SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/fordham-law-school-new-york-ny-certified-401k-plan-fiduciary-program/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240320T080000 DTEND;TZID=America/New_York:20240320T140000 DTSTAMP:20240319T155401Z CREATED:20240118T130000Z LAST-MODIFIED:20240319T155401Z UID:3848-1710921600-1710943200@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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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-2/ 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:20240319T080000 DTEND;TZID=America/New_York:20240319T140000 DTSTAMP:20240315T215346Z CREATED:20240122T201800Z LAST-MODIFIED:20240315T215346Z UID:3878-1710835200-1710856800@www.tpsuniversity.com SUMMARY:Texas State University - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/texas-state-university-certified-401k-plan-fiduciary-program/ LOCATION:Texas State University\, 109 Student Center Drive\, San Marcos\, TX\, 78666\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240314T080000 DTEND;TZID=America/New_York:20240314T140000 DTSTAMP:20240308T205002Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/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:20240308T213424Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/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:20240223T155110Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/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:20240207T195047Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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-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:20240202T152617Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/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:20240207T160146Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/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:20231206T214513Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/virtual-fairfield-ct-certified-401k-plan-fiduciary-program/ LOCATION:MD END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231130T080000 DTEND;TZID=America/New_York:20231130T140000 DTSTAMP:20231129T154646Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/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:20231023T223031Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/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:20231023T221314Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/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:20231023T205517Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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/virtual-charleston-sc-certified-401k-plan-fiduciary-program/ LOCATION:MD END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231101T080000 DTEND;TZID=America/New_York:20231101T140000 DTSTAMP:20231018T183023Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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:20231018T181920Z 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\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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:20230901T163912Z CREATED:20230901T142746Z LAST-MODIFIED:20230901T163912Z UID:3098-1695110400-1695132000@www.tpsuniversity.com SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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:20230901T135045Z CREATED:20230831T193605Z LAST-MODIFIED:20230901T135045Z UID:3066-1694680200-1694701800@www.tpsuniversity.com SUMMARY:Roam Conference Room - Alpharetta\, GA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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:20230901T055922Z CREATED:20230823T003544Z LAST-MODIFIED:20230901T055922Z UID:2904-1694592000-1694613600@www.tpsuniversity.com SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board 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 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n \n \n \n \n Download PDF\n \n \n \n\n \n\n\n \n \n \n Speaker(s)\n Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \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 END:VEVENT END:VCALENDAR