TPSU - The Plan Sponsor University

Robert Morris University, Moon Township, PA - Certified 401(k) Plan Fiduciary Program
2026-03-04 08:00 - 14:00 (America/New_York) | Robert Morris University, 6001 University Blvd., Moon Township, PA, 15108, United States
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When
Tuesday, October 29, 2024
8:30AM - 2:30PM
(Program begins promptly at 9:00AM)
Location
University of Maryland
Samuel Riggs IV Alumni Center
7801 Alumni Dr
College Park, MD 20742
Crist Executive Board Room
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions

"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."

The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.

Agenda - Speaker(s) - Driving/Parking Directions

Agenda
TOPICS:
Session 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan

Session 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights

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Speaker(s)
Adjunct Lecturer
Kim Cochrane, QPA, TGPC
Director Client Services
HUB International Mid Atlantic
Kim Cochrane, QPA, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville, MD. She has over 25 years of experience, primarily in the consulting area of IRS, Department of Labor and ERISA regulations.
Kim focuses on corporate and non-profit retirement plans, including pension plans, 401(k) plans, 403(b) plans, profit sharing, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts.
Kim holds FINRA Series 6, 63 and 65 securities regulations, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association), NAPA (The National Association of Plan Advisers) and WIPN.
At HUB, Kim is a Non-Profit Specialty Expert and has received numerous industry awards, including NAPA’s Top Woman Advisor, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor
of the Year Finalist.
Prior to joining HUB in January 2022, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry.

Eduardo Gimenez, CFP®, AIF®, RPA
Vice President - Retirement
HUB International Mid Atlantic
Eduardo is the Vice President of Retirement at HUB International, Mid-Atlantic in Rockville, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations, non profit organizations and small businesses.
Eduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate
and personal financial liability and most importantly improving the financial well-being for all employees.
Eduardo holds the CFP designation from the Certified Financial Planner Board of Standards, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans.
At HUB, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018.
He has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years.

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Driving and Parking Directions

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2026-05-13 09:00 - 15:15 (America/New_York) | Broadridge, 605 Third Avenue, 41st Fl, New York, NY, 10158, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
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University of Georgia, Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2026-05-19 09:00 - 15:00 (America/New_York) | University of Georgia, 3475 Lenox Road NE, Atlanta, GA, 30326, United States

Kansas State University Olathe, Olathe, KS - Certified 401(k) Plan Fiduciary Program
2026-05-21 08:30 - 14:45 (America/New_York) | Kansas State University Olathe, 22201 W. Innovation Drive, Olathe, KS, 66061, United States

Oregon State University Portland Center, OR - Certified 401(k) Plan Fiduciary Program
2026-06-02 09:00 - 15:15 (America/Denver) | Oregon State University Portland Center, 555 SW Morrison Street, Suite 200, Portland, OR, 97204, United States

Stonehill College, Easton, MA - Certified 401(k) Plan Fiduciary Program
2026-06-04 08:00 - 14:00 (America/New_York) | Stonehill College, 124 Belmont Street, Easton, MA, 02357, United States

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
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University of Maryland, College Park, MD - TPSU For Health Plan Fiduciaries
2026-07-16 08:30 - 14:30 (America/New_York) | University of Maryland, 7801 Alumni Dr, College Park, MD, 20742, United States

University of Buffalo, Buffalo, NY - Certified 401(k) Plan Fiduciary Program
2026-07-21 08:00 - 14:00 (America/New_York) | University of Buffalo, 125 Service Center Rd, Buffalo, NY, 14228, United States

University of South Florida, Tampa, FL - TPSU For Health Plan Fiduciaries
2026-07-23 08:00 - 14:00 (America/New_York) | The University of South Florida, 4202 E. Fowler Ave, Tampa, FL, 33620, United States

Rescheduled from June 24, 2026 - University of Hartford, West Hartford, CT - Certified 401(k) Plan Fiduciary Program
2026-07-29 08:30 - 14:45 (America/Halifax) | University of Hartford, 200 Bloomfield Ave,, West Hartford, CT, 06117, United States

Rescheduled from April 2, 2026 - Quinnipiac University, North Haven, CT - Certified 401(k) Plan Fiduciary Program
2026-08-04 08:00 - 14:00 (America/New_York) | Quinnipiac University, 370 Bassett Rd., North Haven, CT, 06473, United States

Rutgers University, New Brunswick, NJ - TPSU For Health Plan Fiduciaries
2026-08-19 08:00 - 14:00 (America/New_York) | Rutgers University Inn and Conference Center, 178 Ryders Lane, New Brunswick, NJ, 08901, United States

Hilton Garden Inn Nashville Brentwood, Brentwood, TN - Certified 401(k) Plan Fiduciary Program
2026-08-26 08:30 - 14:30 (America/New_York) | Hilton Garden Inn Nashville Brentwood, 217 Centerview Dr, Brentwood, TN, 37027, United States

Rescheduled from March 26, 2026 - Texas State University, San Marcos, TX - Certified 401(k) Plan Fiduciary Program
2026-08-27 08:00 - 14:00 (America/New_York) | Texas State University, 109 Student Center Drive, San Marcos, TX, 78666, United States

Virtual - Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2026-09-02 08:30 - 12:00 (America/New_York) | MD

Marquette University, Milwaukee, WI - Certified 401(k) Plan Fiduciary Program
2026-09-17 08:00 - 14:00 (America/New_York) | Marquette University, Alumni Memorial Union 1442 W. Wisconsin Avenue, Milwaukee, WI, 53233

Florida Atlantic University, Boca Raton, FL - Certified 401(k) Plan Fiduciary Program
2026-09-29 08:00 - 14:30 (America/New_York) | Florida Atlantic University, 777 Glades Rd, Boca Raton, FL, 33431, United States

The University of Denver, Denver, CO - Certified 401(k) Plan Fiduciary Program
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