BEGIN:VCALENDAR VERSION:2.0 PRODID:-//TPSU - The Plan Sponsor University - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://www.tpsuniversity.com X-WR-CALDESC:Events for TPSU - The Plan Sponsor University REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Denver BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20240310T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20241103T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20250309T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20251102T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20260308T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20261101T080000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20240310T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20241103T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20250309T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20251102T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20260308T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20261101T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20270314T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20271107T070000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Denver BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20250309T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20251102T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20260308T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20261101T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20270314T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20271107T080000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Halifax BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20250309T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20251102T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20260308T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20261101T050000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0300 TZNAME:ADT DTSTART:20270314T060000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0300 TZOFFSETTO:-0400 TZNAME:AST DTSTART:20271107T050000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Denver:20251028T080000 DTEND;TZID=America/Denver:20251028T140000 DTSTAMP:20260508T190452 CREATED:20250827T120018Z LAST-MODIFIED:20251015T223154Z UID:5697-1761638400-1761660000@www.tpsuniversity.com SUMMARY:The 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/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program-2/ LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251030T080000 DTEND;TZID=America/New_York:20251030T143000 DTSTAMP:20260508T190452 CREATED:20250829T120056Z LAST-MODIFIED:20251021T194951Z UID:6318-1761811200-1761834600@www.tpsuniversity.com SUMMARY:Phillips Academy\, Andover\, MA - 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/phillips-academy-andover-ma-certified-401k-plan-fiduciary-program/ LOCATION:Phillips Academy\, 4 Chapel Avenue\, Andover\, MA\, 01810\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251106T080000 DTEND;TZID=America/New_York:20251106T140000 DTSTAMP:20260508T190452 CREATED:20250917T180639Z LAST-MODIFIED:20251104T164039Z UID:6816-1762416000-1762437600@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-4/ 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:20251119T080000 DTEND;TZID=America/New_York:20251119T140000 DTSTAMP:20260508T190452 CREATED:20250916T120010Z LAST-MODIFIED:20251113T163041Z UID:5483-1763539200-1763560800@www.tpsuniversity.com SUMMARY:The University of South Florida\, Tampa\, FL - Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25\, 2025) 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-university-of-south-florida-tampa-fl-certified-401k-plan-fiduciary-program-2/ LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251209T080000 DTEND;TZID=America/New_York:20251209T140000 DTSTAMP:20260508T190453 CREATED:20250905T120016Z LAST-MODIFIED:20251202T182526Z UID:6596-1765267200-1765288800@www.tpsuniversity.com SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4\, 2025) 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/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-2/ LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20251211T083000 DTEND;TZID=America/Chicago:20251211T143000 DTSTAMP:20260508T190453 CREATED:20251013T120026Z LAST-MODIFIED:20251202T145101Z UID:6656-1765441800-1765463400@www.tpsuniversity.com SUMMARY:Loews Vanderbilt Hotel\, Nashville\, TN - 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/loews-vanderbilt-hotel-nashville-tn-certified-401k-plan-fiduciary-program/ LOCATION:Loews Vanderbilt Hotel\, 2100 W End Ave\, Nashville\, TN\, 37203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260210T080000 DTEND;TZID=America/New_York:20260210T140000 DTSTAMP:20260508T190453 CREATED:20251212T130018Z LAST-MODIFIED:20260204T185737Z UID:6855-1770710400-1770732000@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-4/ LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260219T080000 DTEND;TZID=America/New_York:20260219T140000 DTSTAMP:20260508T190453 CREATED:20251218T192758Z LAST-MODIFIED:20260204T181407Z UID:7451-1771488000-1771509600@www.tpsuniversity.com SUMMARY:Columbus State Community College\, Columbus\, 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/columbus-state-community-college-columbus-oh-certified-401k-plan-fiduciary-program/ LOCATION:Columbus State Community College\, 315 Cleveland Ave.\, Columbus\, OH\, 43215\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260225T080000 DTEND;TZID=America/New_York:20260225T140000 DTSTAMP:20260508T190453 CREATED:20251218T130033Z LAST-MODIFIED:20260217T224015Z UID:6823-1772006400-1772028000@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-3/ LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260226T080000 DTEND;TZID=America/Chicago:20260226T140000 DTSTAMP:20260508T190453 CREATED:20251218T130025Z LAST-MODIFIED:20260213T221912Z UID:6603-1772092800-1772114400@www.tpsuniversity.com SUMMARY:Rice University\, Houston\, 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/rice-university-houston-tx-certified-401k-plan-fiduciary-program-3/ LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260304T080000 DTEND;TZID=America/New_York:20260304T140000 DTSTAMP:20260508T190453 CREATED:20260105T130022Z LAST-MODIFIED:20260224T192403Z UID:6833-1772611200-1772632800@www.tpsuniversity.com SUMMARY:Robert Morris University\, Moon Township\, 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/robert-morris-university-moon-township-pa-certified-401k-plan-fiduciary-program-2/ LOCATION:Robert Morris University\, 6001 University Blvd.\, Moon Township\, PA\, 15108\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260310T080000 DTEND;TZID=America/New_York:20260310T140000 DTSTAMP:20260508T190453 CREATED:20260109T130031Z LAST-MODIFIED:20260302T160914Z UID:7152-1773129600-1773151200@www.tpsuniversity.com SUMMARY:Wake Forest University\, Charlotte\, NC - 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/wake-forest-university-charlotte-nc-certified-401k-plan-fiduciary-program/ LOCATION:Wake Forest University\, 200 N College St #150\, Charlotte\, NC\, 28202\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260317T080000 DTEND;TZID=America/New_York:20260317T140000 DTSTAMP:20260508T190453 CREATED:20260116T130026Z LAST-MODIFIED:20260311T150846Z UID:7334-1773734400-1773756000@www.tpsuniversity.com SUMMARY:Penn State Great Valley\, Malvern\, 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/penn-state-great-valley-malvern-pa-certified-401k-plan-fiduciary-program/ LOCATION:Penn State Great Valley\, Malvern\, PA\, 19355 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260324T090000 DTEND;TZID=America/New_York:20260324T150000 DTSTAMP:20260508T190453 CREATED:20260123T130023Z LAST-MODIFIED:20260317T184406Z UID:7274-1774342800-1774364400@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-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-5/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260401T083000 DTEND;TZID=America/Chicago:20260401T143000 DTSTAMP:20260508T190453 CREATED:20260202T130033Z LAST-MODIFIED:20260325T183206Z UID:7099-1775032200-1775053800@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-4/ LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260416T083000 DTEND;TZID=America/New_York:20260416T121500 DTSTAMP:20260508T190453 CREATED:20260216T130053Z LAST-MODIFIED:20260415T143432Z UID:7356-1776328200-1776341700@www.tpsuniversity.com SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program - REGISTRATION NOW CLOSED 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-atlanta-ga-certified-401k-plan-fiduciary-program-2/ LOCATION:FL CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20260423T080000 DTEND;TZID=America/Denver:20260423T140000 DTSTAMP:20260508T190453 CREATED:20260223T130055Z LAST-MODIFIED:20260421T181247Z UID:7491-1776931200-1776952800@www.tpsuniversity.com SUMMARY:Bellevue College\, Bellevue\, WA - 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/bellevue-college-bellevue-wa-certified-401k-plan-fiduciary-program/ LOCATION:Bellevue College\, 3000 Landerholm Cir SE\, Bellevue\, WA\, 98007\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20260429T083000 DTEND;TZID=America/Denver:20260429T143000 DTSTAMP:20260508T190453 CREATED:20260227T130018Z LAST-MODIFIED:20260421T214931Z UID:7893-1777451400-1777473000@www.tpsuniversity.com SUMMARY:Arizona State University\, Phoenix\, AZ - 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/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-4/ LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260513T090000 DTEND;TZID=America/New_York:20260513T151500 DTSTAMP:20260508T190453 CREATED:20260313T120032Z LAST-MODIFIED:20260508T221145Z UID:7884-1778662800-1778685300@www.tpsuniversity.com SUMMARY:Broadridge\, 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/broadridge-new-york-ny-certified-401k-plan-fiduciary-program/ LOCATION:Broadridge\, 605 Third Avenue\, 41st Fl\, New York\, NY\, 10158\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20260514T083000 DTEND;TZID=America/Halifax:20260514T143000 DTSTAMP:20260508T190453 CREATED:20260316T120010Z LAST-MODIFIED:20260507T200849Z UID:7311-1778747400-1778769000@www.tpsuniversity.com SUMMARY:Virginia Tech\, Arlington\, 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/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-5/ LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260519T090000 DTEND;TZID=America/New_York:20260519T150000 DTSTAMP:20260508T190453 CREATED:20260320T120004Z LAST-MODIFIED:20260504T192823Z UID:7781-1779181200-1779202800@www.tpsuniversity.com SUMMARY:University of Georgia\, Atlanta\, 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/university-of-georgia-atlanta-ga-certified-401k-plan-fiduciary-program-2/ LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260521T083000 DTEND;TZID=America/New_York:20260521T144500 DTSTAMP:20260508T190453 CREATED:20260323T120036Z LAST-MODIFIED:20260507T201640Z UID:6762-1779352200-1779374700@www.tpsuniversity.com SUMMARY:Kansas State University Olathe\, Olathe\, 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/kansas-state-university-olathe-olathe-ks-certified-401k-plan-fiduciary-program/ LOCATION:Kansas State University Olathe\, 22201 W. Innovation Drive\, Olathe\, KS\, 66061\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20260602T090000 DTEND;TZID=America/Denver:20260602T151500 DTSTAMP:20260508T190453 CREATED:20260403T120013Z LAST-MODIFIED:20260504T174735Z UID:7620-1780390800-1780413300@www.tpsuniversity.com SUMMARY:Oregon State University Portland Center\, OR - 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/oregon-state-university-portland-center-or-certified-401k-plan-fiduciary-program/ LOCATION:Oregon State University Portland Center\, 555 SW Morrison Street\, Suite 200\, Portland\, OR\, 97204\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260604T080000 DTEND;TZID=America/New_York:20260604T140000 DTSTAMP:20260508T190453 CREATED:20260406T120030Z LAST-MODIFIED:20260421T171959Z UID:7413-1780560000-1780581600@www.tpsuniversity.com SUMMARY:Stonehill College\, Easton\, MA - 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/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-3/ LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260610T080000 DTEND;TZID=America/New_York:20260610T140000 DTSTAMP:20260508T190453 CREATED:20260413T120051Z LAST-MODIFIED:20260504T144837Z UID:7247-1781078400-1781100000@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-6/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20260624T083000 DTEND;TZID=America/Halifax:20260624T144500 DTSTAMP:20260508T190453 CREATED:20260424T120020Z LAST-MODIFIED:20260501T193303Z UID:7766-1782289800-1782312300@www.tpsuniversity.com SUMMARY:University of Hartford\, West Hartford\, 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/university-of-hartford-west-hartford-ct-certified-401k-plan-fiduciary-program/ LOCATION:University of Hartford\, 200 Bloomfield Ave\,\, West Hartford\, CT\, 06117\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260708T080000 DTEND;TZID=America/New_York:20260708T140000 DTSTAMP:20260508T190453 CREATED:20260508T120057Z LAST-MODIFIED:20260508T135230Z UID:8246-1783497600-1783519200@www.tpsuniversity.com SUMMARY:Rice University\, Houston\, TX - TPSU For Health Plan Fiduciaries 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/rice-university-houston-tx-tpsu-for-healthcare-fiduciaries/ LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States CATEGORIES:TPSU Program for Healthcare END:VEVENT END:VCALENDAR