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DTSTART;TZID=America/New_York:20241107T083000
DTEND;TZID=America/New_York:20241107T120000
DTSTAMP:20260428T045346
CREATED:20240930T152709Z
LAST-MODIFIED:20241030T160009Z
UID:5050-1730968200-1730980800@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\nWednesday\, June 24\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Hartford\nHarry Jack Gray Center\n200 Bloomfield Ave\,\nWest Hartford\, CT 06117\nConference Room 1877/Room D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\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\nLisa Buffington\, AIF®\, CPFA®\nSVP\, National Brand Market Leader\nMarsh McLennan Agency\n \nLisa works with retirement Plan Sponsors to help them optimize workplace retirement plans and financial wellness benefits as to enable their employees to achieve their goals for retirement and financial security. In her role as Senior Vice President\, Lisa works with both for-profit and non-profit organizations. She works directly with finance\, human resources\, and benefits groups to assist with all aspects of their retirement plan\, benefits and compensation strategy. She takes an active role in all aspects of the consulting relationship including (but not limited to) fiduciary governance and oversight\, plan design guidance\, fee analysis and benchmarking\, vendor management\, investment evaluation\, compliance support and education strategy implementation. Lisa is a member of MMA New England’s Investment Committee and MMA’s National Financial Wellbeing Steering Committee. She has been acknowledged as one of PLANADVISER’s Top Financial Advisors for 2023\, 2024\, and 2025.  Lisa has been named as National Association of Plan Advisors (NAPA’s) Top Women Advisors for 2018 through 2025.  She participates on NAPA’s Leadership Council and was the 401(k) Summit Steering Committee Co-Chair for 2022 and 2023.  She is also a member of the industry’s national Retirement Advisor Council (RAC) as a Board Member and co-chairs the RAC’s financial literacy committee.  Lisa was awarded Plan Advisor of the Year in 2025 by the Plan Sponsor Council of America (PSCA) – nominated by plan sponsors for fiduciary governance excellence\, improved retirement plan outcomes\, and custom award-winning financial wellness programs. \nPrior to joining MMA\, Lisa was previously employed at Prudential Retirement for 27 years\, most recently as the Regional Sales Director for New England and former Key Account Client Manager. She also led Prudential’s  Sales Development and Channel Management teams with a focus on building a sales pipeline\, leading key sales initiatives\, developing sales talent\, and maximizing strategic partnerships with home office and regional key advisors and consultant teams for 401k\, DB\, and NQ plans. \nLisa has a strong passion for women's professional development\, financial literacy education\, and urban city K-12 educational reform. She has served as the past president of the Women in Pensions Network’s national group (WIPN) and worked directly with the team responsible for launching WIPN’s non-profit organization. Her dedication to non-profits does not end there as she also serves as board chair for a start-up non-profit charter management organization\, Capital Preparatory Schools\, and is actively involved in Junior Achievement. \nMember of NAPA Top DC Advisor Multi-Office Firms \n2025\, 2024\, 2022\, 2021\, 2020\, 2019\, 2018\, 2017\nNational Association of Plan Advisors (NAPA) Top Women Advisors 2025\, 2024\, 2023\, 2022\, 2021 2020\, 2019\, 2018\nPlan Sponsor Council of America (PSCA) Named Plan Advisor of the Year 2025\nPLANADVISOR Top Retirement Plan Adviser Top Retirement Plans Under Advisement 2023-2025Top Retirement Assets Under Advisement 2023-2025\nPLANADVISER Advisor of the Year Finalist - Mentorship 2022  \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 PDF
URL:https://www.tpsuniversity.com/event/virtual-charlston-sc-certified-401k-plan-fiduciary-program/
LOCATION:CT
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241113T083000
DTEND;TZID=America/New_York:20241113T143000
DTSTAMP:20260428T045346
CREATED:20240911T120015Z
LAST-MODIFIED:20241113T144208Z
UID:4337-1731486600-1731508200@www.tpsuniversity.com
SUMMARY:Smith and Howard Advisory\, LLC - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, June 24\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Hartford\nHarry Jack Gray Center\n200 Bloomfield Ave\,\nWest Hartford\, CT 06117\nConference Room 1877/Room D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\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\nLisa Buffington\, AIF®\, CPFA®\nSVP\, National Brand Market Leader\nMarsh McLennan Agency\n \nLisa works with retirement Plan Sponsors to help them optimize workplace retirement plans and financial wellness benefits as to enable their employees to achieve their goals for retirement and financial security. In her role as Senior Vice President\, Lisa works with both for-profit and non-profit organizations. She works directly with finance\, human resources\, and benefits groups to assist with all aspects of their retirement plan\, benefits and compensation strategy. She takes an active role in all aspects of the consulting relationship including (but not limited to) fiduciary governance and oversight\, plan design guidance\, fee analysis and benchmarking\, vendor management\, investment evaluation\, compliance support and education strategy implementation. Lisa is a member of MMA New England’s Investment Committee and MMA’s National Financial Wellbeing Steering Committee. She has been acknowledged as one of PLANADVISER’s Top Financial Advisors for 2023\, 2024\, and 2025.  Lisa has been named as National Association of Plan Advisors (NAPA’s) Top Women Advisors for 2018 through 2025.  She participates on NAPA’s Leadership Council and was the 401(k) Summit Steering Committee Co-Chair for 2022 and 2023.  She is also a member of the industry’s national Retirement Advisor Council (RAC) as a Board Member and co-chairs the RAC’s financial literacy committee.  Lisa was awarded Plan Advisor of the Year in 2025 by the Plan Sponsor Council of America (PSCA) – nominated by plan sponsors for fiduciary governance excellence\, improved retirement plan outcomes\, and custom award-winning financial wellness programs. \nPrior to joining MMA\, Lisa was previously employed at Prudential Retirement for 27 years\, most recently as the Regional Sales Director for New England and former Key Account Client Manager. She also led Prudential’s  Sales Development and Channel Management teams with a focus on building a sales pipeline\, leading key sales initiatives\, developing sales talent\, and maximizing strategic partnerships with home office and regional key advisors and consultant teams for 401k\, DB\, and NQ plans. \nLisa has a strong passion for women's professional development\, financial literacy education\, and urban city K-12 educational reform. She has served as the past president of the Women in Pensions Network’s national group (WIPN) and worked directly with the team responsible for launching WIPN’s non-profit organization. Her dedication to non-profits does not end there as she also serves as board chair for a start-up non-profit charter management organization\, Capital Preparatory Schools\, and is actively involved in Junior Achievement. \nMember of NAPA Top DC Advisor Multi-Office Firms \n2025\, 2024\, 2022\, 2021\, 2020\, 2019\, 2018\, 2017\nNational Association of Plan Advisors (NAPA) Top Women Advisors 2025\, 2024\, 2023\, 2022\, 2021 2020\, 2019\, 2018\nPlan Sponsor Council of America (PSCA) Named Plan Advisor of the Year 2025\nPLANADVISOR Top Retirement Plan Adviser Top Retirement Plans Under Advisement 2023-2025Top Retirement Assets Under Advisement 2023-2025\nPLANADVISER Advisor of the Year Finalist - Mentorship 2022  \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 PDF
URL:https://www.tpsuniversity.com/event/smith-and-howard-advisory-atlanta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Private: Smith and Howard Advisory\, LLC\, 271 17th Street NW\, Atlanta\, 30363\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T080000
DTEND;TZID=America/New_York:20241119T140000
DTSTAMP:20260428T045346
CREATED:20240911T120036Z
LAST-MODIFIED:20241114T205735Z
UID:4708-1732003200-1732024800@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, June 24\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Hartford\nHarry Jack Gray Center\n200 Bloomfield Ave\,\nWest Hartford\, CT 06117\nConference Room 1877/Room D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\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\nLisa Buffington\, AIF®\, CPFA®\nSVP\, National Brand Market Leader\nMarsh McLennan Agency\n \nLisa works with retirement Plan Sponsors to help them optimize workplace retirement plans and financial wellness benefits as to enable their employees to achieve their goals for retirement and financial security. In her role as Senior Vice President\, Lisa works with both for-profit and non-profit organizations. She works directly with finance\, human resources\, and benefits groups to assist with all aspects of their retirement plan\, benefits and compensation strategy. She takes an active role in all aspects of the consulting relationship including (but not limited to) fiduciary governance and oversight\, plan design guidance\, fee analysis and benchmarking\, vendor management\, investment evaluation\, compliance support and education strategy implementation. Lisa is a member of MMA New England’s Investment Committee and MMA’s National Financial Wellbeing Steering Committee. She has been acknowledged as one of PLANADVISER’s Top Financial Advisors for 2023\, 2024\, and 2025.  Lisa has been named as National Association of Plan Advisors (NAPA’s) Top Women Advisors for 2018 through 2025.  She participates on NAPA’s Leadership Council and was the 401(k) Summit Steering Committee Co-Chair for 2022 and 2023.  She is also a member of the industry’s national Retirement Advisor Council (RAC) as a Board Member and co-chairs the RAC’s financial literacy committee.  Lisa was awarded Plan Advisor of the Year in 2025 by the Plan Sponsor Council of America (PSCA) – nominated by plan sponsors for fiduciary governance excellence\, improved retirement plan outcomes\, and custom award-winning financial wellness programs. \nPrior to joining MMA\, Lisa was previously employed at Prudential Retirement for 27 years\, most recently as the Regional Sales Director for New England and former Key Account Client Manager. She also led Prudential’s  Sales Development and Channel Management teams with a focus on building a sales pipeline\, leading key sales initiatives\, developing sales talent\, and maximizing strategic partnerships with home office and regional key advisors and consultant teams for 401k\, DB\, and NQ plans. \nLisa has a strong passion for women's professional development\, financial literacy education\, and urban city K-12 educational reform. She has served as the past president of the Women in Pensions Network’s national group (WIPN) and worked directly with the team responsible for launching WIPN’s non-profit organization. Her dedication to non-profits does not end there as she also serves as board chair for a start-up non-profit charter management organization\, Capital Preparatory Schools\, and is actively involved in Junior Achievement. \nMember of NAPA Top DC Advisor Multi-Office Firms \n2025\, 2024\, 2022\, 2021\, 2020\, 2019\, 2018\, 2017\nNational Association of Plan Advisors (NAPA) Top Women Advisors 2025\, 2024\, 2023\, 2022\, 2021 2020\, 2019\, 2018\nPlan Sponsor Council of America (PSCA) Named Plan Advisor of the Year 2025\nPLANADVISOR Top Retirement Plan Adviser Top Retirement Plans Under Advisement 2023-2025Top Retirement Assets Under Advisement 2023-2025\nPLANADVISER Advisor of the Year Finalist - Mentorship 2022  \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 PDF
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-3/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241120T080000
DTEND;TZID=America/New_York:20241120T140000
DTSTAMP:20260428T045346
CREATED:20240913T120051Z
LAST-MODIFIED:20241119T170332Z
UID:4566-1732089600-1732111200@www.tpsuniversity.com
SUMMARY:Sacramento State University\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, June 24\, 2026\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nUniversity of Hartford\nHarry Jack Gray Center\n200 Bloomfield Ave\,\nWest Hartford\, CT 06117\nConference Room 1877/Room D \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\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\nLisa Buffington\, AIF®\, CPFA®\nSVP\, National Brand Market Leader\nMarsh McLennan Agency\n \nLisa works with retirement Plan Sponsors to help them optimize workplace retirement plans and financial wellness benefits as to enable their employees to achieve their goals for retirement and financial security. In her role as Senior Vice President\, Lisa works with both for-profit and non-profit organizations. She works directly with finance\, human resources\, and benefits groups to assist with all aspects of their retirement plan\, benefits and compensation strategy. She takes an active role in all aspects of the consulting relationship including (but not limited to) fiduciary governance and oversight\, plan design guidance\, fee analysis and benchmarking\, vendor management\, investment evaluation\, compliance support and education strategy implementation. Lisa is a member of MMA New England’s Investment Committee and MMA’s National Financial Wellbeing Steering Committee. She has been acknowledged as one of PLANADVISER’s Top Financial Advisors for 2023\, 2024\, and 2025.  Lisa has been named as National Association of Plan Advisors (NAPA’s) Top Women Advisors for 2018 through 2025.  She participates on NAPA’s Leadership Council and was the 401(k) Summit Steering Committee Co-Chair for 2022 and 2023.  She is also a member of the industry’s national Retirement Advisor Council (RAC) as a Board Member and co-chairs the RAC’s financial literacy committee.  Lisa was awarded Plan Advisor of the Year in 2025 by the Plan Sponsor Council of America (PSCA) – nominated by plan sponsors for fiduciary governance excellence\, improved retirement plan outcomes\, and custom award-winning financial wellness programs. \nPrior to joining MMA\, Lisa was previously employed at Prudential Retirement for 27 years\, most recently as the Regional Sales Director for New England and former Key Account Client Manager. She also led Prudential’s  Sales Development and Channel Management teams with a focus on building a sales pipeline\, leading key sales initiatives\, developing sales talent\, and maximizing strategic partnerships with home office and regional key advisors and consultant teams for 401k\, DB\, and NQ plans. \nLisa has a strong passion for women's professional development\, financial literacy education\, and urban city K-12 educational reform. She has served as the past president of the Women in Pensions Network’s national group (WIPN) and worked directly with the team responsible for launching WIPN’s non-profit organization. Her dedication to non-profits does not end there as she also serves as board chair for a start-up non-profit charter management organization\, Capital Preparatory Schools\, and is actively involved in Junior Achievement. \nMember of NAPA Top DC Advisor Multi-Office Firms \n2025\, 2024\, 2022\, 2021\, 2020\, 2019\, 2018\, 2017\nNational Association of Plan Advisors (NAPA) Top Women Advisors 2025\, 2024\, 2023\, 2022\, 2021 2020\, 2019\, 2018\nPlan Sponsor Council of America (PSCA) Named Plan Advisor of the Year 2025\nPLANADVISOR Top Retirement Plan Adviser Top Retirement Plans Under Advisement 2023-2025Top Retirement Assets Under Advisement 2023-2025\nPLANADVISER Advisor of the Year Finalist - Mentorship 2022  \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 PDF
URL:https://www.tpsuniversity.com/event/sacramento-state-university-sacramento-ca-certified-401k-plan-fiduciary-program/
LOCATION:Sacramento State University\, 6000 J St.\, Sacramento\, CA\, 95819\, United States
END:VEVENT
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