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TPSU Schedule - Upcoming TPSU Programs

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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  • April 2026

  • Thu 16

    Virtual – Atlanta, GA – Certified 401(k) Plan Fiduciary Program – REGISTRATION NOW CLOSED

    April 16 @ 8:30 am - 12:15 pm

    Registration Now Closed

    TOPICS: Session 1 -Convergence of Retirement, Health, and Wealth --- Session 2 - Washington Update

    REGISTERDETAILS

  • Thu 23

    Bellevue College, Bellevue, WA – Certified 401(k) Plan Fiduciary Program

    April 23 @ 8:00 am - 2:00 pm
    Bellevue College 3000 Landerholm Cir SE, Bellevue, WA, United States

    TOPICS: Session 1 - The Role of The Retirement Plan Advisor --- Session 2 - Exploring Advancements in Cybersecurity and AI

    REGISTERDETAILS

  • Wed 29

    Arizona State University, Phoenix, AZ – Certified 401(k) Plan Fiduciary Program

    April 29 @ 8:30 am - 2:30 pm
    Arizona State University 401 N 1st Street, Phoenix, AZ, United States

    TOPICS: Session 1 - What's Top of Mind for Plan Sponsors Session 2 - Longevity – Rewriting the Retirement Roadmap, Ideas and Insight to Reshape Your Participant Education

    REGISTERDETAILS

  • May 2026

  • Wed 13

    Broadridge, New York, NY – Certified 401(k) Plan Fiduciary Program

    May 13 @ 9:00 am - 3:00 pm
    Broadridge 605 Third Avenue, 41st Fl, New York, NY, United States

    TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary ---- Session 2 - Retirement Perspectives - A 360-Degree View of the DC Landscape

    REGISTERDETAILS

  • Thu 14

    Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program

    May 14 @ 8:30 am - 2:30 pm
    Virginia Tech 900 N Glebe Rd, Arlington, VA, United States

    TOPICS: Session 1 - The Next Level Fiduciary – What You Can Do as a Plan Sponsor to HelpYour Employees Get Retirement Ready

    REGISTERDETAILS

  • Tue 19

    University of Georgia, Atlanta, GA – Certified 401(k) Plan Fiduciary Program

    May 19 @ 9:00 am - 3:00 pm
    University of Georgia 3475 Lenox Road NE, Atlanta, GA, United States

    TOPICS: Session 1: 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary ---- Session 2: Effective Benchmarking for DC Plans

    REGISTERDETAILS

  • Thu 21

    Kansas State University Olathe, Olathe, KS – Certified 401(k) Plan Fiduciary Program

    May 21 @ 8:30 am - 2:30 pm
    Kansas State University Olathe 22201 W. Innovation Drive, Olathe, KS, United States

    (Rescheduled from January 28, 2026)

    TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary --- Session 2 - Cybersecurity and Artificial intelligence (AI)

    REGISTERDETAILS

  • June 2026

  • Tue 2

    Oregon State University Portland Center, OR – Certified 401(k) Plan Fiduciary Program

    June 2 @ 9:00 am - 3:00 pm
    Oregon State University Portland Center 555 SW Morrison Street, Suite 200, Portland, OR, United States

    TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary

    REGISTERDETAILS

  • Thu 4

    Stonehill College, Easton, MA – Certified 401(k) Plan Fiduciary Program

    June 4 @ 8:00 am - 2:00 pm
    Stonehill College 124 Belmont Street, Easton, MA, United States

    TOPICS: Session 1 - How to Build a Successful Employee Education and Engagement Program

    REGISTERDETAILS

  • Wed 10

    DeSales University, Center Valley, PA – Certified 401(k) Plan Fiduciary Program

    June 10 @ 8:00 am - 2:00 pm
    DeSales University 2755 Station Avenue, Center Valley, PA, United States

    TOPICS: Session 1 - Behavioral Finance, Retirement Readiness, Participant Outcomes

    REGISTERDETAILS

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