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DTSTART;TZID=America/New_York:20260416T083000
DTEND;TZID=America/New_York:20260416T121500
DTSTAMP:20260403T211104
CREATED:20260216T130053Z
LAST-MODIFIED:20260403T222048Z
UID:7356-1776328200-1776341700@www.tpsuniversity.com
SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program - REGISTRATION NOW CLOSED
DESCRIPTION:Registration Closed\n					\n	When\nThursday\, April 16\, 2026\n8:30AM – 12:15PM\nVirtual Location\nAtlanta\, GA\nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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		“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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s)\n		Agenda\n		TOPICS:  \nSession 1 – Convergence of Retirement\, Health\, and Wealth  \nSession 2 – Washington Update \n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors\nShelly is a retirement plan expert with nearly 30 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\, employee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 15 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at many industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. Shelly became a managing partner of World Investment Advisors with a focus on expanding the total rewards footprint for organizations headquartered in the US and around the globe. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShe has been named the state captain for the delegate to the National Association of Plan Advisors’ (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation’s leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate she has met annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation’s workplace retirement plans\, and\, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers’ retirement security. \nShelly has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial Planning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nMichael Morris\, CRPS\, NQPA\, C(k)P®\nManaging Director\nWorld Investment Advisors\nMichel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result\, the breadth and depth of knowledge includes all aspects of defined contribution\, defined benefit and nonqualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs. \nMichael has been recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017\, 2018 & 2019. In addition\, he has been cited in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine and\nrepeatedly named a “Top 300 influencer” by the DCPI.\nMichael holds the Non-Qualified Plan Administrator (NQPA)\, Chartered Retirement Plan Specialist (CRPS®)\, and the Certified 401(k) Professional (C(k)P) designations. He is a founding Lecturer of The Retirement Advisor\nUniversity (TRAU) a collaboration with UCLA Anderson School of Management Executive.\nOver the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors’ (NAPA) DC Fly-In Forum\, an exclusive gathering of the nation’s leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington\, D.C. to listen to and brief top congressional leaders about the importance and future of the nation’s workplace retirement plans\, and\, as an advocate for them employers and participants he works with and share how proposed laws and regulations might impact American workers’ retirement security. \nThe Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017\, 2018 & 2019) and is based on data gathered from advisors\, regulatory\ndisclosures\, and the FT’s research. The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors\, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees.\nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors\nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment\nFiduciary\nRob Appleman\, AIF®\, CPFATM\nVice President Client Services\nWorld Investment Advisors\nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. Rob leads the service team in Atlanta\, as well as being responsible for direct client relationships for a variety of industries. His client work includes assisting plan\nsponsors to meet their fiduciary responsibilities\, including the delivery of investment oversight and plan consulting solutions.\nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor(CPFATM) designation from the National Association of Plan Advisors (NAPA) \n			\n							REGISTRATION CLOSED
URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-2/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260423T080000
DTEND;TZID=America/Denver:20260423T140000
DTSTAMP:20260403T211104
CREATED:20260223T130055Z
LAST-MODIFIED:20260402T202702Z
UID:7491-1776931200-1776952800@www.tpsuniversity.com
SUMMARY:Bellevue College\, Bellevue\, WA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nThursday\, April 23\, 2026\n8:00AM – 2:00PM\n(Program begins promptly at 8:30AM)\nLocation\nBellevue College\nU Building (Student Success Center)\n3000 Landerholm Cir SE\,\nBellevue\, WA 98007\nRooms U312/U313\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		“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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS:  \nSession 1 – The Role of The Retirement Plan Advisor  \nSession 2 – Exploring Advancements in Cybersecurity and AI \n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nRich Hultquist\nRetirement Plan Consultant\nSCS\nWith over 25 years in qualified retirement plan consulting and investment advisory\, I’ve built a career on fiduciary excellence\, strategic insight\, and strong client advocacy. I help plan sponsors design\, optimize\, and steward retirement plans that support participant success and align with organizational goals. \nRecognized as a leader in the retirement plan industry\, I maintain an exceptionally high client retention rate\, reflecting my focus on long-term partnerships\, proactive service\, and results-driven strategies. I work closely with plan committees\, HR leaders\, CFOs\, and executives to strengthen plan governance\, ensure fee transparency\, perform\nrigorous investment due diligence\, and enhance participant engagement.\nI bring: \n\nDeep expertise in ERISA compliance\, fiduciary oversight\, and plan design optimization\nA consultative\, high-touch approach that builds trust and enduring relationships\nStrong partnerships with recordkeepers\, investment managers\, and TPAs\nA reputation for integrity\, innovation\, and measurable results\n\nWhether navigating complex regulations or benchmarking plan features for better outcomes\, I’m dedicated to elevating\nretirement plan consulting and creating meaningful impact for organizations and their employees.\n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/bellevue-college-bellevue-wa-certified-401k-plan-fiduciary-program/
LOCATION:Bellevue College\, 3000 Landerholm Cir SE\, Bellevue\, WA\, 98007\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260429T083000
DTEND;TZID=America/Denver:20260429T143000
DTSTAMP:20260403T211104
CREATED:20260227T130018Z
LAST-MODIFIED:20260403T221558Z
UID:7893-1777451400-1777473000@www.tpsuniversity.com
SUMMARY:Arizona State University\, Phoenix\, AZ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nWednesday\, April 29\, 2026\n8:30AM – 2:30PM\n(Program begins promptly at 9:00AM)\nLocation\nArizona State University\nThunderbird School of Global Management\n401 N 1st Street\,\nPhoenix\, AZ 85004\nGlobal Forum\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		“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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS: Session 1: What’s Top of Mind for Plan Sponsors\n\n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nNicole Corning\, CFP®\, CRPC®\, AIF®\nManaging Partner\nPathlight Advisors\nI’m the Managing Partner at Pathlight Advisors\, where I help individuals and families navigate their financial journeys with clarity and confidence. A CERTIFIED FINANCIAL PLANNER®\, CRPC®\, and AIF®\, I’ve been part of Scottsdale’s finance community since 2001. \nI’m honored to be a member of the Retirement Advisor Council and grateful to have been named one of the Top Women Advisors by the National Association of Plan Advisors (NAPA)* from 2018 to 2023\, as well as a recipient of the NAPA Top Women of Excellence* award in 2024. Forbes recognized me as a Top Women Wealth Advisor* in 2022\, 2023\, 2024\, and 2025\, a Top Women Wealth Advisor Best-in-State* in 2025\, and a Best-inState Wealth Advisor* in 2025. Forbes also named my team one of Arizona’s Best-in-State Wealth Management Teams* in 2024 and 2025. \nBefore Arizona\, I worked on two presidential campaigns and several congressional races. Today\, I’m a published author and podcast host focused on empowering working mothers. My insights have been featured on the Katie Couric Show and in industry publications. \nCommunity is central to my work-I serve on the Care Fund board\, sit on NAPA’s Governmental Affairs Committee\, and am a Scottsdale Leadership alum. I graduated cum laude from UMass Amherst\, and my greatest joy is spending time with my two amazing sons. \n2023 NAPA Top Women Advisors: Awarded October 2023: Data complied by NAPA based on the time period from Jan. 2022-Dec. 2022 (Source: napa-net.org). 2022 NAPA Top Women Advisors: Awarded October 2022: Data by NAPA based on the time period from Jan. 2021- Dec. 2021 (Source: napa-net.org). 2021 NAPA Top Women Advisors: Awarded October 2021: Data compiled by NAPA based on the time period from Jan. 2020-Dec. 2020 (Source: napa-net.org). 2020 NAPA Top Women Advisors: Awarded October 2020: Data by NAPA based on the time period from Jan. 2019-Dec. 2019 (Source: napa-net.org). 2019 NAPA Top Women Advisors: Awarded October 2019: Data by NAPA based on the time period from Jan. 2018-Dec. 2018 (Source: napa-net.org). 2018 NAPA Top Women Advisors: Awarded October 2018: Data by NAPA based on the time period from Jan. 2017-Dec. 2017 (Source: napa-net.org). \n2024 NAPA Top Women of Excellence: 2024 NAPA Top Women of Excellence: Awarded October 2024; Data compiled by NAPA based on the time period from Jan. 2023 – Dec. 2023 (Source: napa-net.org). \n2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research\, LLC based on time period from 9/30/22-9/30/23 (Source Forbes.com). 2023 Forbes Top Women Wealth Advisors: Awarded 2023; Data compiled by SHOOK Research\, LLC based on the time period from 9/30/21-9/30/22 (Source Forbes.com). 2022 Forbes Top Women Wealth Advisors: Awarded 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20-9/30/21 (Source Forbes.com). \n2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com) \n2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). \n2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). \nInvestment products and services are offered through Wells Fargo Advisors Financial Network\, LLC (WFAFN)\, Member SIPC. Pathlight\nAdvisors is a separate entity from WFAFN. Wells Fargo Advisors Financial Network is not a legal or tax advisor. PM-02112027-8282614.1.1\n  \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-4/
LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260513T090000
DTEND;TZID=America/New_York:20260513T150000
DTSTAMP:20260403T211104
CREATED:20260313T120032Z
LAST-MODIFIED:20260330T161448Z
UID:7884-1778662800-1778684400@www.tpsuniversity.com
SUMMARY:Broadridge\, New York\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nWednesday\, May 13\, 2026\n9:00AM – 3:00PM\n(Program begins promptly at 9:30AM)\nLocation\nBroadridge\n41st Floor\n605 Third Avenue\nNew York\, NY 10158\nConf Rm: The Hub\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		“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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS:  \nSession 1 – 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary  \nSession 2 – Retirement Perspectives – A 360-Degree View of the DC Landscape \n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nBrett S. McIlveen\nSenior Sales Executive | Retirement Services\nMarsh McLennan Agency\nIn his role as Senior Sales Executive of Retirement Services at Marsh McLennan Agency\, Brett is dedicated to enhancing the efficiency and effectiveness of retirement plans for organizations. He partners with finance\, human resources\, and benefits teams to provide comprehensive support for retirement plans\, including fiduciary guidance\, plan design\, fee analysis\, vendor management\, investment selection\, compliance\, and participant education. \nBefore joining Marsh McLennan Agency\, Brett consistently performed as a Circle of Excellence Retirement Plan Producer\, managing large market plans at ADP for over ten years. He is well-versed in capital management services. Additionally\, Brett has extensive knowledge in the not-for-profit sector\, where he manages a four-pronged approach in Uganda to support the care of more than 5\,300 refugee women and children. \nBrett holds a sociology degree from Rutgers University and possesses FINRA Series 6 and 63 licenses. \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/broadridge-new-york-ny-certified-401k-plan-fiduciary-program/
LOCATION:Broadridge\, 605 Third Avenue\, 41st Fl\, New York\, NY\, 10158\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260514T083000
DTEND;TZID=America/Halifax:20260514T143000
DTSTAMP:20260403T211104
CREATED:20260316T120010Z
LAST-MODIFIED:20260327T142957Z
UID:7311-1778747400-1778769000@www.tpsuniversity.com
SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nThursday\, May 14\, 2026\n8:30AM – 2:30PM\n(Program begins promptly at 9:00AM)\nLocation\nVirginia Tech\nExecutive Briefing Center\n900 N Glebe Rd\nArlington\, VA 22203\nSecond Floor\, Ballston 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		“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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS: Session 1 – The Next Level Fiduciary – What You Can Do as a Plan Sponsor to Help Your Employees Get Retirement Ready\n\n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nTom Leverone\, CPFA®\, C(k)P®\, ChFC®\, CLTC®\nSenior Vice President\nWashington Financial Group\, a division of HUB International Mid-Atlantic Inc.\nTom is a Senior Vice President at HUB Retirement and Wealth Management (formerly Washington Financial Group)\, specializing in the retirement plan market assisting with setting up and managing 401(k) plans. Tom works with companies and individuals to determine their needs and provide appropriate financial strategies. \nIn the 401(k) field\, Tom works with employers to set up and manage retirement plans that help participants prepare for retirement. He works with companies to develop strong employee education programs including onsite workshops and face-to-face meetings. Tom also works with employers to help them understand and address their fiduciary responsibilities. His team of professionals work together to help clients manage the most appropriate\, cost-effective retirement plan. Tom also leads interactive discussions and break-out sessions during The Plan Sponsor University (TPSU) programs in the Washington\, DC Metro area. \nTom is a proud member of the team that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor\, a 2022 NAPA Top DC Advisor Team as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. \nTom is an active volunteer in the Vienna community coaching a variety of sports teams. He is married and has four children.\n____________________________________________________________________________\nThe PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100\, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100. \nTo be considered a 2021 NAPA Top DC Advisor Team\, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams\, rather than individual investment advisers\, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020. \nThe PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual\, small team\, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas\, including the implementation of auto enrollment\, auto escalation and re-enrollment\, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award. \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-5/
LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T090000
DTEND;TZID=America/New_York:20260519T150000
DTSTAMP:20260403T211104
CREATED:20260320T120004Z
LAST-MODIFIED:20260327T152942Z
UID:7781-1779181200-1779202800@www.tpsuniversity.com
SUMMARY:University of Georgia\, Atlanta\, GA  - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nTuesday\, May 19\, 2026\n9:00AM – 3:00PM\n(Program begins promptly at 9:30AM)\nLocation\nUniversity of Georgia –  Terry College of Business\nTerry Executive Education Center\n3475 Lenox Road NE\nAtlanta\, GA 30326\nTerry Executive Hall Classroom 207\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		“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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS:\n\nSession 1: 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary  \nSession 2: Effective Benchmarking for DC Plans \n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nComing Soon. \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-georgia-atlanta-ga-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T083000
DTEND;TZID=America/New_York:20260521T143000
DTSTAMP:20260403T211104
CREATED:20260323T120036Z
LAST-MODIFIED:20260327T153231Z
UID:6762-1779352200-1779373800@www.tpsuniversity.com
SUMMARY:Kansas State University Olathe\, Olathe\, KS - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nThursday\, May 21\, 2026\n8:30AM – 2:30PM\n(Program begins promptly at 9:00AM)\nLocation\nKansas State University Olathe\n22201 W. Innovation Drive\nOlathe\, Kansas 66061\nClassroom 221 A&B\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		“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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS:  \nSession 1 – 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 – Cybersecurity and Artificial intelligence (AI) \n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial\nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm’s impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/kansas-state-university-olathe-olathe-ks-certified-401k-plan-fiduciary-program/
LOCATION:Kansas State University Olathe\, 22201 W. Innovation Drive\, Olathe\, KS\, 66061\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260602T090000
DTEND;TZID=America/Denver:20260602T150000
DTSTAMP:20260403T211104
CREATED:20260403T120013Z
LAST-MODIFIED:20260402T122729Z
UID:7620-1780390800-1780412400@www.tpsuniversity.com
SUMMARY:Oregon State University Portland Center\, OR - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n	When\nTuesday\, June 2\, 2026\n9:00AM – 3:00PM\n(Program begins promptly at 9:30AM)\nLocation\nOSU Portland Center\nThe Meier & Frank Building\n555 SW Morrison Street\, Suite 200\nPortland\, OR 097204\nThe Pioneer 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		“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		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	Agenda – Speaker(s) – Driving/Parking Directions\n		Agenda\n		TOPICS: Session 1 – 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n\n \n			\n							Download PDF\n					\n		Speaker(s)\n		Adjunct Lecturer\nPatrick Tschetter\nRetirement Plan Consultant\nMarsh McLennan Agency\nPatrick Tschetter is a seasoned retirement plan specialist with extensive experience in plan design\, fiduciary compliance\, employee education\, and investment oversight. He joined MMA in 2025 with 25+ years in the Financial Services and Investment Management industries\, helping clients optimize their retirement plans with strategic insight and a client-focused approach. \nThroughout his career\, Patrick has held key roles in retirement plan services\, brokerage\, and employee benefits at a major national firm\, as well as previous experience as a fixed-income trader and financial consultant. His deep industry knowledge enables him to navigate complex financial landscapes and provide tailored solutions that meet the evolving needs of his clients. \nOriginally from the Black Hills of South Dakota\, Patrick attended the University of South Dakota before spending 18 years in Minneapolis building his career. Since relocating to the Pacific Northwest in 2014\, he has fully embraced the region’s adventurous spirit. A passionate mountaineer\, he has successfully summited all the major volcanoes in the PNW\, including Baker\, Rainier (x3)\, Adams\, St. Helens (X3)\, Glacier Peak and Hood (x2). \n			\n							REGISTER FOR THIS PROGRAM\n					\n		Driving and Parking Directions\n		 \n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/oregon-state-university-portland-center-or-certified-401k-plan-fiduciary-program/
LOCATION:Oregon State University Portland Center\, 555 SW Morrison Street\, Suite 200\, Portland\, OR\, 97204\, United States
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