The Plan Sponsor University (TPSU), offers the most comprehensive combination of online and live workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries with half-day virtual programs conducted by certified instructors. Since 2013, TPSU has conducted over 400 programs.
The Plan Sponsor University is in existence to help plan sponsors in their understanding of both – establishing a firm foundation and the baseline measures of success for their plan.
While all programs are currently being held virtually, we encourage plan sponsors to look for a program in their area to benefit from local professionals and peer interaction.
UPCOMING PROGRAMS: |
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Los Angeles, CA - Pacific Time -
Thursday, April 22, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - FIDUCIARY BEST PRACTICES DURING AND AFTER THE PANDEMIC ---- Session 2 - ADDRESSING THE ELEPHANT IN THE ROOM
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Houston, TX - Central Time -
Tuesday, April 27, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - REWARDING RETIREMENT: FOCUS OF FIDUCIARY ---- Session 2 - SECURE ACT & CARES ACT
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Villanova, PA - Eastern Time -
Wednesday, April 28, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - RETIREMENT READINESS - WHAT DOES IT ALL MEAN? ---- Session 2 - HEALTHCARE IS NOT A SIX FIGURE WORD
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San Jose, CA - Pacific Time -
Thursday, April 29, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - MANAGING YOUR PLAN - EMPLOYER COMPLIANCE & EMPLOYEE SUCCESS ---- Session 2 - ADDRESSING THE ELEPHANT IN THE ROOM
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Akron, OH - Eastern Time -
Tuesday, May 4, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - FIDUCIARY OVERSIGHT, FINANCIAL WELLNESS, TARGET DATE FUNDS ---- Session 2 - ADDRESSING THE ELEPHANT IN THE ROOM
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New York City, NY - Eastern Time -
Thursday, May 6, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - FIDUCIARY GOVERNANCE AND OVERSIGHT FOR RETIREMENT PLANS ---- Session 2 - FINANCIAL WELLNESS AND ESG (Environmental, Social and Governance) PRACTICES FOR 2021
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Charlotte, NC - Eastern Time -
Tuesday, May 11, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - REWARDING RETIREMENT: FOCUS OF FIDUCIARY ---- Session 2 - SECURE ACT AND CARES ACT: IMPACT ON RETIREMENT PLANS
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Sterling, VA - Eastern Time -
Wednesday, May 12, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - THE RETIREMENT SAVINGS CONUNDRUM
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Boca Raton, FL - Eastern Time -
Wednesday, May 19, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - FINANCIAL WELLNESS ---- Session 2 - TOP DEFINDED CONTRIBUTION TRENDS & DEVELOPMENTS
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San Fernando Valley/Conejo Valley, CA - Pacific Time -
Thursday, May 20, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - OPTIMIZING RETIREMENT PLAN OUTCOMES ---- Session 2 - PREDICTING THE FUTURE OF YOUR 401(k) PLAN - incl. SECURE Act and SECURE Act 2.0
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Philadelphia, PA - Eastern Time -
Tuesday, May 25, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - FIDUCIARY RESPONSIBILITIES & IMPACT ON PARTICIPANT OUTCOMES ----- Session 2 - ADDRESSING THE ELEPHANT IN THE ROOM
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Atlanta, GA - Eastern Time -
Wednesday, May 26, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - FINANCIAL WELLNESS ---- Session 2 - MODERNIZING THE QUALIFIED DEFAULT INVESTMENT ALTERNATIVE (QDIA) LANDSCAPE
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Portland, OR - Pacific Time -
Tuesday, June 8, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - THE FIDUCIARY ANTHEM - ARE YOU SINGING ALL FOUR VERSES ---- Session 2 - BEING INTERNTIONAL WITH YOUR RETIREMENT PLAN
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Annapolis, MD - Eastern Time -
Thursday, June 10, 2021 8:30 AM
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12:00 PM
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Memphis, TN - Central Time -
Wednesday, June 16, 2021 8:30 AM
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12:00 PM
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