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DTSTART;TZID=America/New_York:20241002T080000
DTEND;TZID=America/New_York:20241002T140000
DTSTAMP:20241001T141009Z
CREATED:20240801T120054Z
LAST-MODIFIED:20241001T141009Z
UID:4330-1727856000-1727877600@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	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program-2/
LOCATION:Univeristy of North Florida\, 12000 Alumni Drive\, Jacksonville\, FL\, 32224\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241003T080000
DTEND;TZID=America/New_York:20241003T140000
DTSTAMP:20241002T182231Z
CREATED:20240802T195827Z
LAST-MODIFIED:20241002T182231Z
UID:4775-1727942400-1727964000@www.tpsuniversity.com
SUMMARY:Drake University\, Des Moines\, IA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/drake-university-des-moines-ia-certified-401k-plan-fiduciary-program-2/
LOCATION:Drake University\, 2875 University Ave\, Des Moines\, IA\, 50311\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T083000
DTEND;TZID=America/New_York:20241016T143000
DTSTAMP:20241015T162833Z
CREATED:20240828T180536Z
LAST-MODIFIED:20241015T162833Z
UID:4898-1729067400-1729089000@www.tpsuniversity.com
SUMMARY:Arizona State University\, Tempe\, AZ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241017T080000
DTEND;TZID=America/New_York:20241017T140000
DTSTAMP:20241002T165734Z
CREATED:20240816T120004Z
LAST-MODIFIED:20241002T165734Z
UID:4645-1729152000-1729173600@www.tpsuniversity.com
SUMMARY:Endicott College - Wylie Inn and Conference Center\, Beverly\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/endicott-college-wylie-inn-and-conference-center-beverly-ma-certified-401k-plan-fiduciary-program/
LOCATION:Endicott College – Wylie Inn and Conference Center\, 295 Hale Street\, Beverly\, MA\, 01915\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241022T080000
DTEND;TZID=America/New_York:20241022T140000
DTSTAMP:20241021T140206Z
CREATED:20240819T120016Z
LAST-MODIFIED:20241021T140206Z
UID:4823-1729584000-1729605600@www.tpsuniversity.com
SUMMARY:Butler University\, Indianapolis\, IN - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/butler-university-indianapolis-in-certified-401k-plan-fiduciary-program/
LOCATION:Butler University\, 704 W Hampton Dr.\, Indianapolis\, IN\, 46208\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241024T080000
DTEND;TZID=America/New_York:20241024T140000
DTSTAMP:20241018T132214Z
CREATED:20240823T120024Z
LAST-MODIFIED:20241018T132214Z
UID:4784-1729756800-1729778400@www.tpsuniversity.com
SUMMARY:Rice University\, Houston\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-certified-401k-plan-fiduciary-program/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T083000
DTEND;TZID=America/New_York:20241029T143000
DTSTAMP:20241028T190918Z
CREATED:20240828T120001Z
LAST-MODIFIED:20241028T190918Z
UID:4361-1730190600-1730212200@www.tpsuniversity.com
SUMMARY:University of Maryland\, College Park\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/university-of-maryland-college-park-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241030T080000
DTEND;TZID=America/New_York:20241030T140000
DTSTAMP:20241014T160002Z
CREATED:20240829T120040Z
LAST-MODIFIED:20241014T160002Z
UID:4808-1730275200-1730296800@www.tpsuniversity.com
SUMMARY:Fairfield University - Certified 401(k) Plan Fiduciary Program (Program Has Been Postponed to 2025)
DESCRIPTION:Register For This Program	\n\n\n	\n		\n	When\nTuesday\, December 8\, 2026\n8:30AM - 2:45PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Maryland\nSamuel Riggs IV Alumni Center\n7801 Alumni Dr\nCollege Park\, MD 20742\nHeise and Rever Marble Hall \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights \n \n\n	\n	\n		Download PDF	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nJim Morris\nVP\, Institutional Retirement Plan Consulting| Retirement & Wealth\nMarsh Agency \nJim Morris is a Vice President in Marsh Agency Retirement & Wealth\, where he advises institutional retirement plan clients across the Washington\, D.C. region and beyond. With more than 20 years of experience in the retirement consulting space\, Jim has built his career helping organizations design\, implement\, and manage retirement programs that align fiduciary responsibility with stronger participant outcomes. \nSince joining Marsh McLennan Agency in 2023\, Jim has partnered closely with plan sponsors to deliver practical\, high-touch consulting supported by the scale\, resources\, and multidisciplinary expertise of one of the market’s leading retirement and wealth platforms. He works alongside recordkeepers\, third-party administrators\, investment managers\, and other specialists to help clients navigate complexity and build retirement strategies that are both effective and sustainable. \nJim began his career at Merrill Lynch and later held leadership roles with MassMutual and United Bank Wealth Management before joining Marsh. This background has given him a broad perspective across the retirement landscape and a deep understanding of the issues facing plan sponsors today. He holds FINRA Series 7 and 66 licenses\, as well as Life and Health licenses. \nJim is a graduate of Elon University and lives in Potomac\, Maryland\, with his wife\, Tracy\, and their children\, Annie\, Lucy\, and John. A former PGA golf professional\, he remains an avid golfer. \n\n	\n	\n		REGISTER FOR THIS PROGRAM	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		Download PDF
URL:https://www.tpsuniversity.com/event/fairfield-university-certified-401k-plan-fiduciary-program/
LOCATION:Fairfield University\, 1073 North Benson Road\, Fairfield\, CT\, 06824\, United States
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