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When
Wednesday, August 19, 2020
8:30AM - 12:00PM EDT
Virtual Location
Fort Lauderdale, FL
Following registration you will receive a confirmation email that includes details and your link to join the Virtual Program.
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
The use of this seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval.

The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.
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Agenda
DOWNLOAD PDF
Speaker(s)
Adjunct Lecturer
Brad Larsen, C(k)P®, AIF®
Managing Director, Southeast Region
NFP Retirement
Brad Larsen is the Managing Director - Southeast U.S. for NFP. Brad is a leader in the Employer Sponsored Retirement Plan industry. He has 32 years of experience as an Advisor/Consultant specializing in marketing, managing and designing qualified and non-qualified retirement plans with extensive knowledge about institutional investment planning.
His experience spans a wide range of industries including professional service organization’s (Medical, Legal, and Accounting), manufacturing, and construction with particular emphasis on the following practice areas:
- Investment Policy Statement (IPS) Design
- Manager Searches / Fund Replacements
- RFP/Vendor Search & Selection
- Fiduciary Standards of Care
- Committee Member Fiduciary Training
- Employee Investment Advise & Financial Wellness Consulting
- Plan Merger & Acquisition Assistance
- Plan Renovations
- Retirement Plan Design Analysis
Brad spent half his career building the Sales & Marketing Divisions’ of some of the most respected qualified retirement planning companies in the industry today. His prior experience includes working with firms such as Principal Financial Group, 401kExchange, Nationwide Retirement Services and RSM McGladrey Retirement Resources. Brad now puts his expertise to use for the exclusive benefit of NFP’s clients.
Education:
- Bachelor of Science in Business Administration - University of Florida, Gainesville, FL
- Accredited Investment Fiduciary (AIF) - Center for Fiduciary Studies, Stetson University
- Plan Sponsor Retirement Professional (PRP) - PlanSponsor.org
- Certified 401(k) Professional (CkP) - TRAUniversity.com
Brad Larsen is a frequent speaker and guest lecturer. Brad is also a lecturer for The Plan Sponsor University (TPSU). He and has hosted, presented and served as a seminar panelist on a variety of topics including fiduciary governance, RFP/Fee Benchmarking best practices and QDIA/TDF suitability analysis.
His dedication to the retirement industry has earned Brad many industry accolades. 401kWire.com ranked him one of the "Top 300 Most Influential Advisors in Defined Contribution" in 2011. PlanAdvisor ranked Brad one of the "Top 100 Retirement Plan Advisers" from 2015 through 2020. Financial Times ranked him one of the "Top 401 Retirement Advisers" in 2015, 2016 and 2017. Brad holds a Series 65 (NASAA-Investment Advisors Law Exam) license.
Brad has been a Florida Resident for 40+ years and currently lives in Stuart, Florida with his wife Elizabeth Metzger and three sons Erik, Colin and Matthew. He enjoys sports such as football, basketball, golf, fishing, boating and has a hobby of collecting tropical palm trees.
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The use of this seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval.
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The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.
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