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DTSTART;TZID=America/New_York:20240430T080000
DTEND;TZID=America/New_York:20240430T140000
DTSTAMP:20260424T095437
CREATED:20240229T130024Z
LAST-MODIFIED:20240417T192735Z
UID:3732-1714464000-1714485600@www.tpsuniversity.com
SUMMARY:Sacramento State University\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/sacramento-state-university-certified-401k-plan-fiduciary-program/
LOCATION:Sacramento State University\, 6000 J St.\, Sacramento\, CA\, 95819\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/North_Dakota/Center:20240423T080000
DTEND;TZID=America/North_Dakota/Center:20240423T140000
DTSTAMP:20260424T095437
CREATED:20240318T141313Z
LAST-MODIFIED:20240423T134308Z
UID:4235-1713859200-1713880800@www.tpsuniversity.com
SUMMARY:Johnson County Community College\, Overland Park\, KS - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/johnson-county-community-college-overland-park-ks-certified-401k-plan-fiduciary-program/
LOCATION:Johnson County Community College\, 12345 College Blvd.\, Overland Park\, KS\, 66210\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240417T080000
DTEND;TZID=America/New_York:20240417T140000
DTSTAMP:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program-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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-fairfield-ct-certified-401k-plan-fiduciary-program/
LOCATION:FL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231130T080000
DTEND;TZID=America/New_York:20231130T140000
DTSTAMP:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/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:20260424T095437
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\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:FL
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260424T095437
CREATED:20230913T215018Z
LAST-MODIFIED:20231018T183023Z
UID:3170-1698825600-1698847200@www.tpsuniversity.com
SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20260424T095437
CREATED:20231018T161156Z
LAST-MODIFIED:20231018T181920Z
UID:3223-1698307200-1698328800@www.tpsuniversity.com
SUMMARY:The College of New Jersey\, Ewing Township\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/the-college-of-new-jersey-ewing-township-nj/
LOCATION:The College of New Jersey\, 2000 Pennington Road\, Ewing Township\, NJ\, 08628\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T080000
DTEND;TZID=America/New_York:20230919T140000
DTSTAMP:20260424T095437
CREATED:20230901T142746Z
LAST-MODIFIED:20230901T163912Z
UID:3098-1695110400-1695132000@www.tpsuniversity.com
SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program/
LOCATION:Villanova University West Campus – Garey Hall\, Room 10A\, Spring Mill Rd & County Line Rd\, Villanova\, PA\, 19085
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230914T083000
DTEND;TZID=America/New_York:20230914T143000
DTSTAMP:20260424T095437
CREATED:20230831T193605Z
LAST-MODIFIED:20230901T135045Z
UID:3066-1694680200-1694701800@www.tpsuniversity.com
SUMMARY:Roam Conference Room - Alpharetta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/roam-conference-room-alpharetta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Roam Conference Room\, 5815 Windward Pkwy\, Suite 302\, Alpharetta\, GA\, 30005
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20260424T095437
CREATED:20230823T003544Z
LAST-MODIFIED:20230901T055922Z
UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, September 25\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Roles within a Retirement Plan \nSession 2 - Misbehavin’ in Retirement Plans \n  \n \n\n	\n	\n		\n			\n					\n						Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\,C(K)P®\, NQPA™\nDirector of Employer-Sponsored Retirement Plans\nBLS Wealth Management\, a HUB International Company \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at BLS Wealth Management\, a Hub International company. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b)plans which set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan while striving to help plan sponsors make sure it is compliant with both the DOL and the IRS. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email access to Shir\nand her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2021\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor: Rising Stars 2021 * and Top 100 Retirement Plan Advisors Under 40. ** \n*Established in 2015\, nominations from the list were provided by napa broker-dealer/RIA firm partners. nominees had to be women\, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience\, size and composition of their practice\, awards and recognitions\, and industry contributions\, which were then reviewed by a panel of senior advisor industry experts\, who\, based on those criteria\, and following a broker-check review\, selected the top women advisors. within the group of top women advisors\, those who were principals\, owners or team captains of their organizations were designated as “captains.” the list is created and conducted by the national association of plan advisors\, an affiliate organization of the American retirement association\, a non-profit association. No fee is\ncharged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 500 nominations were received\, 273 applications\, from which 51 captains\, 50 all-stars and 33 rising stars were chosen. \n**Established in 2014\, this list - officially the napa top retirement plan advisors under 40\, a.k.a. “aces” - is based on applications received from nominees designated by napa broker-dealer/RIA firm partners. those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees\, as well as a broker-check review. these “aces" are widely seen as the future leaders of the retirement plan advisor industry. No fee is charged to participate. the rating is not indicative of the nominee’s future performance. in 2021\, 50 nominations were received\, 258 applications\, and 100 were selected. Securities offered through LPL Financial\, member FINRA/SIPC. investment advice offered through global retirement partners\, LLC\, dba bls wealth management (BLS)\, an SEC registered investment advisor. insurance services offered through Hub International. BLS\, a division of Hub Retirement and Wealth Management\, and hub international are separate entities from and not affiliated with LPL Financial. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
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