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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Santa Barbara, CA - Pacific Time -
Tuesday, September 29, 2020 8:30 AM
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12:00 PM
TOPICS: Session 1 - DEMYSTIFYING 401(k) PLAN FEES, FIDUCIARY RESPONSIBILITIES AND AUDIT PROCEDURE ---- Session 2 - THE RISK ASSOCIATED WITH SIGNING THE 5500 FOR THE PLAN AND METHODS USED TO MITIGATE THAT RISK
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Philadelphia, PA - Eastern Time -
Wednesday, September 30, 2020 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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Phoenix, AZ - Pacific Time -
Thursday, October 1, 2020 8:30 AM
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12:00 PM
TOPICS: Session 1 - INVESTMENT ANALYSIS & FEE EVALUATION REVELATION ---- Session 2 - ENGAGING PARTICIPANTS FOR RETIREMENT READINESS
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Irvine, CA - Pacific Time -
Wednesday, October 7, 2020 8:30 AM
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12:00 PM
TOPICS: Session 1 - FIDUCIARY BEST PRACTICES DURING AND AFTER THE PANDEMIC
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Sterling, VA - Eastern Time -
Thursday, October 8, 2020 8:30 AM
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12:00 PM
TOPICS: Session 1 - RETIREMENT READINESS FOR FINANCIALLY STRESSED EMPLOYEES
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Akron, OH - Eastern Time -
Tuesday, October 13, 2020 8:30 AM
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12:00 PM
TOPICS: Session 1 - USING BEHAVIORAL FINANCE TO IMPROVE OUTCOMES ---- Session 2 - ESTABLISHING A GOVERNANCE PROCESS THAT INCLUDES ERISA, THE SECURE ACT AND FIDUCIARY DUTY
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Denver, CO - Mountain Time -
Wednesday, October 14, 2020 8:30 AM
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12:00 PM
TOPICS: Session 1 - MANAGING YOUR RETIREMENT PLAN - A FIDUCIARY HANDBOOK ---- Session 2 - ADDRESSING THE ELEPHANT IN THE ROOM
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San Francisco, CA - Pacific Time -
Wednesday, October 21, 2020 8:30 AM
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12:00 PM
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San Jose, CA - Pacific Time -
Wednesday, October 28, 2020 8:30 AM
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12:00 PM
TOPICS: Session 1 - MANAGING YOUR PLAN - EMPLOYER COMPLIANCE & EMPLOYEE SUCCESS ---- Session 2 - THE FUTURE OF PLAN GOVERNANCE
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Villanova, PA - Eastern Time -
Thursday, November 5, 2020 8:30 AM
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12:00 PM
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Portland, OR - Pacific Time -
Tuesday, November 10, 2020 8:30 AM
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12:00 PM
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Los Angeles, CA - Pacific Time -
Wednesday, November 11, 2020 8:03 AM
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12:00 PM
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Chicago, IL - Central Time -
Tuesday, November 17, 2020 8:30 AM
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12:00 PM
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Frederick, MD - Eastern Time -
Wednesday, November 18, 2020 8:30 AM
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12:00 PM
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