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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260917T080000
DTEND;TZID=America/New_York:20260917T140000
DTSTAMP:20260817T133459Z
CREATED:20260720T120049Z
LAST-MODIFIED:20260817T133459Z
UID:6880-1789632000-1789653600@www.tpsuniversity.com
SUMMARY:Marquette University\, Milwaukee\, WI - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/marquette-university-milwaukee-wi-certified-401k-plan-fiduciary-program-4/
LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260929T080000
DTEND;TZID=America/New_York:20260929T143000
DTSTAMP:20260813T134652Z
CREATED:20260727T120008Z
LAST-MODIFIED:20260813T134652Z
UID:6841-1790668800-1790692200@www.tpsuniversity.com
SUMMARY:Florida Atlantic University\, Boca Raton\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/florida-atlantic-university-boca-raton-fl-certified-401k-plan-fiduciary-program/
LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260930T090000
DTEND;TZID=America/New_York:20260930T150000
DTSTAMP:20260813T154444Z
CREATED:20260803T120016Z
LAST-MODIFIED:20260813T154444Z
UID:6715-1790758800-1790780400@www.tpsuniversity.com
SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-4/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261006T080000
DTEND;TZID=America/Chicago:20261006T140000
DTSTAMP:20260807T133220Z
CREATED:20260807T120025Z
LAST-MODIFIED:20260807T133220Z
UID:8848-1791273600-1791295200@www.tpsuniversity.com
SUMMARY:The University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20261007T090000
DTEND;TZID=America/Denver:20261007T150000
DTSTAMP:20260807T133312Z
CREATED:20260807T120024Z
LAST-MODIFIED:20260807T133312Z
UID:6941-1791363600-1791385200@www.tpsuniversity.com
SUMMARY:Rescheduled from March 12\, 2026  - University of San Diego\, San Diego\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-san-diego-san-diego-ca-certified-401k-plan-fiduciary-program-2/
LOCATION:University of San Diego\, 5555 Marian Way\, San Diego\, CA\, 92110\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261014T080000
DTEND;TZID=America/New_York:20261014T140000
DTSTAMP:20260817T181731Z
CREATED:20260817T120031Z
LAST-MODIFIED:20260817T181731Z
UID:7255-1791964800-1791986400@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-7/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20261015T083000
DTEND;TZID=America/Halifax:20261015T143000
DTSTAMP:20260817T204419Z
CREATED:20260817T120021Z
LAST-MODIFIED:20260817T204419Z
UID:7318-1792053000-1792074600@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 29\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nCrist Executive Board Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan\n \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nKim Cochrane\, QPA\, TGPC\nDirector Client Services\nHUB International Mid Atlantic \nKim Cochrane\, QPA\, TGPC is the Director or Client Services of HUB International Mid Atlantic LLC in Rockville\, MD. She has over 25 years of experience\, primarily in the consulting area of IRS\, Department of Labor and ERISA regulations. \nKim focuses on corporate and non-profit retirement plans\, including pension plans\, 401(k) plans\, 403(b) plans\, profit sharing\, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. \nKim holds FINRA Series 6\, 63 and 65 securities regulations\, life and health insurance licenses and is a credentialed and active member of the ARA (American Retirement Association)\, NAPA (The National Association of Plan Advisers) and WIPN. \nAt HUB\, Kim is a Non-Profit Specialty Expert and has received numerous industry awards\, including NAPA’s Top Woman Advisor\, Plan Adviser’s Top Retirement Plan Adviser and Plan Sponsor Advisor\nof the Year Finalist. \nPrior to joining HUB in January 2022\, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry. \n  \nEduardo Gimenez\, CFP®\, AIF®\, RPA\nVice President - Retirement\nHUB International Mid Atlantic \nEduardo is the Vice President of Retirement at HUB International\, Mid-Atlantic in Rockville\, Maryland and an industry leader in providing full-service retirement plan strategies and services to corporations\, non profit organizations and small businesses. \nEduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to protect employers from corporate\nand personal financial liability and most importantly improving the financial well-being for all employees. \nEduardo holds the CFP designation from the Certified Financial Planner Board of Standards\, the AIF-Accredited Investment Fiduciary designation from Fi360 and the RPA-Retirement Plan Associate designation from the International Foundation of Employee Benefit Plans. \nAt HUB\, Eduardo is considered an expert and member of the Non Profit Specialty Group and has received numerous industry awards including Financial Times Top 401 Retirement Plan Advisors in the years 2015-2018. \nHe has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-6/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
END:VCALENDAR