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DTSTART;TZID=America/New_York:20240320T080000
DTEND;TZID=America/New_York:20240320T140000
DTSTAMP:20260419T192548
CREATED:20240118T130000Z
LAST-MODIFIED:20240319T155401Z
UID:3848-1710921600-1710943200@www.tpsuniversity.com
SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program-2/
LOCATION:Villanova University West Campus – Garey Hall\, Room 10A\, Spring Mill Rd & County Line Rd\, Villanova\, PA\, 19085
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240319T080000
DTEND;TZID=America/New_York:20240319T140000
DTSTAMP:20260419T192548
CREATED:20240122T201800Z
LAST-MODIFIED:20240315T215346Z
UID:3878-1710835200-1710856800@www.tpsuniversity.com
SUMMARY:Texas State University - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/texas-state-university-certified-401k-plan-fiduciary-program/
LOCATION:Texas State University\, 109 Student Center Drive\, San Marcos\, TX\, 78666\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240314T080000
DTEND;TZID=America/New_York:20240314T140000
DTSTAMP:20260419T192548
CREATED:20240112T130034Z
LAST-MODIFIED:20240308T205002Z
UID:3723-1710403200-1710424800@www.tpsuniversity.com
SUMMARY:Rollins College\, Winter Park\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/rollins-college-winter-park-fl-certified-401k-plan-fiduciary-program/
LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240312T080000
DTEND;TZID=America/New_York:20240312T140000
DTSTAMP:20260419T192548
CREATED:20240117T155820Z
LAST-MODIFIED:20240308T213424Z
UID:3821-1710230400-1710252000@www.tpsuniversity.com
SUMMARY:Frederick Community College\, Frederick\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/frederick-community-college-frederick-md-certified-401k-plan-fiduciary-program/
LOCATION:Frederick Community College\, 7932 Opossumtown Pike\, Frederick\, MD\, 21702\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240229T080000
DTEND;TZID=America/New_York:20240229T140000
DTSTAMP:20260419T192549
CREATED:20231230T120046Z
LAST-MODIFIED:20240223T155110Z
UID:3422-1709193600-1709215200@www.tpsuniversity.com
SUMMARY:Baldwin Wallace University\, Berea\, OH - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/baldwin-wallace-university-berea-oh-certified-401k-plan-fiduciary-program/
LOCATION:Baldwin Wallace University\, 125 Tressel St.\, Berea\, OH\, 44017\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240214T080000
DTEND;TZID=America/New_York:20240214T140000
DTSTAMP:20260419T192549
CREATED:20240112T193523Z
LAST-MODIFIED:20240207T195047Z
UID:3804-1707897600-1707919200@www.tpsuniversity.com
SUMMARY:University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-denver-denver-co-certified-401k-plan-fiduciary-program/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240213T083000
DTEND;TZID=America/New_York:20240213T143000
DTSTAMP:20260419T192549
CREATED:20231213T133058Z
LAST-MODIFIED:20240202T152617Z
UID:3613-1707813000-1707834600@www.tpsuniversity.com
SUMMARY:George W. Bush Presidential Center\, Dallas\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240208T083000
DTEND;TZID=America/New_York:20240208T143000
DTSTAMP:20260419T192549
CREATED:20240104T201938Z
LAST-MODIFIED:20240207T160146Z
UID:3742-1707381000-1707402600@www.tpsuniversity.com
SUMMARY:Serendipity Labs - Conference Center - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/serendipity-labs-conference-center-certified-401k-plan-fiduciary-program/
LOCATION:Serendipity Labs\, 100 North Point Center 30022\, Alpharetta\, GA\, 30022\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231212T083000
DTEND;TZID=America/New_York:20231212T120000
DTSTAMP:20260419T192549
CREATED:20231206T214356Z
LAST-MODIFIED:20231206T214513Z
UID:3602-1702369800-1702382400@www.tpsuniversity.com
SUMMARY:Virtual - Fairfield\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-fairfield-ct-certified-401k-plan-fiduciary-program/
LOCATION:VA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231130T080000
DTEND;TZID=America/New_York:20231130T140000
DTSTAMP:20260419T192549
CREATED:20231024T162128Z
LAST-MODIFIED:20231129T154646Z
UID:3312-1701331200-1701352800@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T083000
DTEND;TZID=America/New_York:20231114T143000
DTSTAMP:20260419T192549
CREATED:20231023T222642Z
LAST-MODIFIED:20231023T223031Z
UID:3302-1699950600-1699972200@www.tpsuniversity.com
SUMMARY:California State University Long Beach - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/california-state-university-long-beach-certified-401k-plan-fiduciary-program/
LOCATION:California State University Long Beach\, Pointe 1250 Bellflower Blvd\, Long Beach\, CA\, 90840\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T143000
DTSTAMP:20260419T192549
CREATED:20231023T221314Z
LAST-MODIFIED:20231023T221314Z
UID:3294-1698913800-1698935400@www.tpsuniversity.com
SUMMARY:George Mason University\, Fairfax\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/george-mason-university-fairfax-va-certified-401k-plan-fiduciary-program/
LOCATION:george mason\, 4400 Rivanna River Way\, Fairfax\, VA\, 22030\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T120000
DTSTAMP:20260419T192549
CREATED:20231023T202750Z
LAST-MODIFIED:20231023T205517Z
UID:3275-1698913800-1698926400@www.tpsuniversity.com
SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:VA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260419T192549
CREATED:20230913T215018Z
LAST-MODIFIED:20231018T183023Z
UID:3170-1698825600-1698847200@www.tpsuniversity.com
SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20260419T192549
CREATED:20231018T161156Z
LAST-MODIFIED:20231018T181920Z
UID:3223-1698307200-1698328800@www.tpsuniversity.com
SUMMARY:The College of New Jersey\, Ewing Township\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/the-college-of-new-jersey-ewing-township-nj/
LOCATION:The College of New Jersey\, 2000 Pennington Road\, Ewing Township\, NJ\, 08628\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T080000
DTEND;TZID=America/New_York:20230919T140000
DTSTAMP:20260419T192549
CREATED:20230901T142746Z
LAST-MODIFIED:20230901T163912Z
UID:3098-1695110400-1695132000@www.tpsuniversity.com
SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program/
LOCATION:Villanova University West Campus – Garey Hall\, Room 10A\, Spring Mill Rd & County Line Rd\, Villanova\, PA\, 19085
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230914T083000
DTEND;TZID=America/New_York:20230914T143000
DTSTAMP:20260419T192549
CREATED:20230831T193605Z
LAST-MODIFIED:20230901T135045Z
UID:3066-1694680200-1694701800@www.tpsuniversity.com
SUMMARY:Roam Conference Room - Alpharetta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/roam-conference-room-alpharetta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Roam Conference Room\, 5815 Windward Pkwy\, Suite 302\, Alpharetta\, GA\, 30005
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DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20260419T192549
CREATED:20230823T003544Z
LAST-MODIFIED:20230901T055922Z
UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, May 14\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nVirginia Tech – Arlington Campus\nExecutive Briefing Center\n900 Glebe Road\nArlington\, VA 22203\nBallston Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n \nSession 2 - Trends & Opportunities in Target Date Funds \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\nColin M. Clark\, C(k)P®\, AIF®\, CPFA®\nSenior Vice President\, Retirement\nWashington Financial Group\, a division of HUB\nInternational Mid-Atlantic Inc. \nColin is a Senior Vice President of HUB International Mid-Atlantic\, focusing on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals\, corporations\, and pension plans including establishing and consulting on 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nColin is a proud member of the team at Washington Financial Group that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor1\, a 2021 NAPA Top DC Advisor Team2 as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year3. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nColin was recently named to the 2020 Financial Times Top 401 Retirement Plan Advisors4 list. He is also a board member of the Retirement Advisor Council\, a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced\, qualified retirement plan advisors\, investment managers and defined contribution plan service providers. \nColin is married\, and he and his wife have four children. He enjoys coaching football and soccer as well as\nplaying in local USTA tennis leagues.\n____________________________________________________________________________\n1The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this\nyear’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \n²To be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \n3The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and reenrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.  \n4The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research\, a division of Money-Media\, Inc.\, on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors\, regulatory disclosures\, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA)\, DC AUA growth rate\, specialization in DC plans\, years of experience\, advanced industry credentials and compliance record. A total of 855 advisors applied for the award\, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
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