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.
Most programs are being scheduled as in-person sessions on-campus. We encourage plan sponsor attendees to look for a program in their area. The in-person programs carry 5 hours of CE and they provide a more personalized experience with peer interaction. The TPSU Program content is a collaboration between The Plan Sponsor University, local professionals, and industry peers.
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Texas State University -
Tuesday, October 4, 2022 8:00 AM
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2:00 PM
TOPICS: Session 1 - UNDERSTANDING YOUR FIDUCIARY RESPONSIBILITIES ---- Session 2 - LOOK BELOW THE SURFACE
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University of Maryland -
Thursday, October 6, 2022 8:30 AM
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2:30 PM
TOPICS: Session 1 - THE RETIREMENT SAVINGS CONUNDRUM ---- Session 2 - LOOK BELOW THE SURFACE
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Los Angeles, CA (Virtual) Pacific Time -
Wednesday, October 12, 2022 8:30 AM
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12:00 PM
TOPICS: Session 1 - FIDUCIARY BEST PRACTICES ---- Session 2 - ADDRESSING RETIREMENT READINESS GAP WITH PLAN DESIGN
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The College of New Jersey -
Thursday, October 13, 2022 8:00 AM
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2:00 PM
TOPICS: Session 1 - BEHAVIORAL FINANCE, RETIREMENT READINESS, PARTICIPANT OUTCOMES ---- Session 2 - EMPLOYER SPONSORED RETIREMENT PLANS / CHECKING ALL THE BOXES!
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Villanova University -
Wednesday, October 19, 2022 8:00 AM
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2:00 PM
TOPICS: Session 1 - RETIREMENT READINESS - WHAT DOES IT ALL MEAN? ---- Session 2 - ELEVATE YOUR DC PLAN FOR SUCCESS
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The Citadel - Military College of South Carolina -
Thursday, October 20, 2022 8:00 AM
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2:00 PM
TOPICS: Session 1 - BEHAVIORAL FINANCE, RETIREMENT READINESS, PARTICIPANT OUTCOMES ---- Session 2 - HOT TOPICS FOR TODAY'S PLAN SPONSOR
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Oklahoma City, OK (Virtual) - Central Time -
Tuesday, October 25, 2022 8:30 AM
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12:00 PM
TOPICS: Session 1 - ESSENTIAL RETIREMENT PLAN OVERSIGHT ---- Session 2 - SAVE MORE TOMORROW - USING BEHAVIORAL FINANCE TO HELP DRIVE BETTER OUTCOMES
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San Jose, CA (Virtual) - Pacific Time -
Wednesday, October 26, 2022 8:30 AM
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12:00 PM
TOPICS - Session 1 - MANAGING YOUR PLAN - EMPLOYER COMPLIANCE & EMPLOYEE SUCCESS
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Manchester, NH (Virtual) - Eastern Time -
Thursday, October 27, 2022 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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Evanston, IL (Virtual) - Central Time -
Thursday, November 3, 2022 8:30 AM
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12:00 PM
TOPICS: Session 1 - OUTCOME BASED EDUCATION FOR PLAN SPONSORS (BEHAVIORAL FINANCE) ---- Session 2 - LOOK BELOW THE SURFACE
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Virginia Tech - Arlington Campus -
Wednesday, November 9, 2022 8:30 AM
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2:30 PM
TOPICS: Session 1 - THE RETIREMENT SAVINGS CONUNDRUM
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Washington University in St. Louis -
Tuesday, November 15, 2022 8:30 AM
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2:30 PM
TOPICS: Session 1 - ESSENTIAL RETIREMENT PLAN OVERSIGHT ---- Session 2 - SAVE MORE TOMORROW - USING BEHAVIORAL FINANCE TO HELP DRIVE BETTER OUTCOMES
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Nova Southeastern University -
Wednesday, November 16, 2022 8:00 AM
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2:00 PM
TOPICS: Session 1 - BEHAVIORAL FINANCE, RETIREMENT READINESS, PARTICIPANT OUTCOMES ---- Session 2 - LOOK BELOW THE SURFACE
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Alpharetta, GA - Conference Room -
Thursday, November 17, 2022 8:30 AM
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2:30 PM
TOPICS: Session 1 - ERISA FIDUCIARY PLAYBOOK: THE BEST DEFENSE IF A GOOD OFFENSE
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University of Loyola MD Timonium Campus -
Wednesday, November 30, 2022 8:00 AM
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2:00 PM
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