TOPICS:
Session 1 - 10 Things You’re Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary
Session 2 - Visualize Retirement
The University of South Florida, Tampa, FL – Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25, 2025)
November 19 @ 8:00 am - 2:00 pm
When
Wednesday, November 19, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
University of South Florida
Marshall Student Center
4202 E. Fowler Ave
Tampa, FL 33620
Room 2709
Contact
The Plan Sponsor University
[email protected]
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
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions
"The use of this official 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.
Agenda
Speaker(s)
Adjunct Lecturer
Brent Sheppard, CRPS® AIF®
Partner, Financial Advisor
Cadence Financial Management
Brent has earned the Chartered Retirement Plans Specialist® and Accredited Investment Fiduciary® designations. He is a member of the National Association of Plan Advisors (NAPA) and Association for Corporate Growth (ACG).
Brent helps companies design and manage innovative retirement benefit plans, financial wellness programs, and customized executive services. What he is most proud of is seeing his clients, their organizations, and their employees achieving their financial goals.
Brent has been named Top 401 Retirement Advisor by the Financial Times, Top 100 Retirement Plan Advisors Under 40 by NAPA, Top Retirement Plan Adviser by PLANADVISER and is frequently invited to speak at industry conferences such as PLANSPONSOR, SPARK Institute, and SHRM. He is also a graduate of the University of Delaware with his Series 7, 63, and 66 securities licenses.
Driving and Parking Directions
