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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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Today
  • February 2026

  • Tue 10

    Rollins College, Winter Park, FL – Certified 401(k) Plan Fiduciary Program

    February 10 @ 8:00 am - 2:00 pm
    Rollins College 1000 Holt Ave, Winter Park, FL, United States

    TOPICS: Session 1 - Plan Audit Files and the Responsibility of Maintaining One --- Session 2 - Building a Strong Foundation: Key Strategies for 401(k) Audit Readiness

    REGISTERDETAILS

  • Thu 19

    Columbus State Community College, Columbus, OH – Certified 401(k) Plan Fiduciary Program

    February 19 @ 8:00 am - 2:00 pm
    Columbus State Community College 315 Cleveland Ave., Columbus, OH, United States

    TOPICS: Session 1 - Health & Wealth Benefits: Excellence in Fiduciary Stewardship --- Session 2: Latest Trends in DC Plans

    REGISTERDETAILS

  • Wed 25

    NOVA Southeastern University, Fort Lauderdale, FL – Certified 401(k) Plan Fiduciary Program

    February 25 @ 8:00 am - 2:00 pm
    Nova Southeastern University 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, United States

    TOPICS: Session 1 - Financial Wellness in the Workplace

    REGISTERDETAILS

  • Thu 26

    Rice University, Houston, TX – Certified 401(k) Plan Fiduciary Program

    February 26 @ 8:00 am - 2:00 pm
    Rice University 6100 Main St., Houston, TX, United States

    TOPICS: Session 1 - 11 Things You Are Still Doing Wrong (or Not Doing Right) as a Fiduciary

    REGISTERDETAILS

  • March 2026

  • Wed 4

    Robert Morris University, Moon Township, PA – Certified 401(k) Plan Fiduciary Program

    March 4 @ 8:00 am - 2:00 pm
    Robert Morris University 6001 University Blvd., Moon Township, PA, United States

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

    REGISTERDETAILS

  • Tue 10

    Wake Forest University, Charlotte, NC – Certified 401(k) Plan Fiduciary Program

    March 10 @ 8:00 am - 2:00 pm
    Wake Forest University 200 N College St #150, Charlotte, NC, United States

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

    REGISTERDETAILS

  • Thu 12

    University of San Diego, San Diego, CA – Certified 401(k) Plan Fiduciary Program

    March 12 @ 9:00 am - 3:00 pm
    University of San Diego 5555 Marian Way, San Diego, CA, United States

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

    REGISTERDETAILS

  • Tue 17

    Penn State Great Valley, Malvern, PA – Certified 401(k) Plan Fiduciary Program

    March 17 @ 8:00 am - 2:00 pm
    Penn State Great Valley Malvern, PA

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

    REGISTERDETAILS

  • Tue 24

    Fordham University School of Law, New York, NY – Certified 401(k) Plan Fiduciary Program

    March 24 @ 9:00 am - 3:00 pm
    Fordham Law School 150 West 62nd Street, New York, NY, United States

    TOPICS: Session 1 - What do Plan Participants Want?

    REGISTERDETAILS

  • Thu 26

    Texas State University, San Marcos, TX – Certified 401(k) Plan Fiduciary Program

    March 26 @ 8:00 am - 2:00 pm
    Texas State University 109 Student Center Drive, San Marcos, TX, United States

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

    REGISTERDETAILS

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