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TPSU Schedule - Upcoming TPSU Programs
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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 live and virtual programs conducted by certified instructors. Since 2013, TPSU has conducted over 450 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 most programs have the option to attend virtually, we encourage plan sponsor attendees to look for a program in their area to benefit from local professionals and peer interaction.
UPCOMING PROGRAMS: |
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Manchester, NH (Virtual) - Eastern Time -
Wednesday, October 27, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - FIDUCIARY FUNDAMENTALS, RETIREMENT READINESS, AND IMPROVING PARTICIPANT OUTCOMES ---- Session 2 - LOOK BELOW THE SURFACE
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Atlanta, GA (Virtual) - Eastern Time -
Thursday, October 28, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - FINANCIAL WELLNESS ---- Session 2 - LOOK BELOW THE SURFACE
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San Jose, CA (Virtual) - Pacific Time -
Thursday, November 4, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - MANAGING YOUR PLAN - EMPLOYER COMPLIANCE & EMPLOYEE SUCCESS ---- Session 2 - INVESTMENT THEMES IN THE POST-COVID ECONOMIC RECOVERY
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Boca Raton, FL (Virtual)- Eastern Time -
Tuesday, November 9, 2021 8:00 AM
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12:00 PM
TOPICS: Session 1 - FINANCIAL WELLNESS ---- Session 2 - TOP DEFINED CONTRIBUTION TRENDS AND DEVELOPMENTS
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Arlington, VA (Virtual) - Eastern Time -
Wednesday, November 10, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - THE RETIREMENT SAVINGS CONUNDRUM ---- Session 2 - CONDUCTING EFFECTIVE COMPLIANCE REVIEWS
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Memphis, TN (Virtual) - Central Time -
Tuesday, November 16, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - SECURE ACT 2.0 - CYBERSECURITY - BEHAVIORAL FINANCE ---- Session 2 - PREPARING FOR HEALTHCARE COST IN RETIREMENT
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Philadelphia, PA (Virtual) - Eastern Time -
Wednesday, November 17, 2021 8:30 AM
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12:00 PM
TOPICS: Session 1 - FIDUCIARY RESPONSIBILITIES & IMPACT ON PARTICIPANT OUTCOMES
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