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TPSU Schedule - Upcoming TPSU Programs

The Plan Sponsor University (TPSU), offers the most comprehensive combination of online and live workplace certification programs for business owners, benefits specialists, and other employer fiduciaries overseeing retirement and health plans.  Programs include half-day, live and virtual sessions conducted by certified instructors. Since 2013, TPSU has conducted over 650 programs nationwide.

The Plan Sponsor University exists to help plan sponsors better understand their responsibilities – establishing a strong foundation and defining baseline measures of success for their plans.

Most programs are being scheduled as in-person programs hosted on a college or university campus. We encourage plan sponsor attendees to look for a program in their area. The in-person programs award 5 hours of CE and provide a more personalized experience through peer interaction. The TPSU Program content is developed in collaboration with The Plan Sponsor University, local professionals, and industry peers.

10 events found.

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  • September 2024

  • Thu 19

    Marquette University, Milwaukee, WI – Certified 401(k) Plan Fiduciary Program

    September 19, 2024 @ 8:00 am - 2:00 pm
    Marquette University Alumni Memorial Union 1442 W. Wisconsin Avenue, Milwaukee, WI

    TOPICS: Session 1 - The Role of the Retirement Plan Advisor --- Session 2 - What is Your Retirement Plan? A Framework for Examining Retirement Income Solutions

    REGISTERDETAILS

  • Tue 24

    University of Chicago, Chicago, IL – Certified 401(k) Plan Fiduciary Program

    September 24, 2024 @ 8:30 am - 2:30 pm
    University of Chicago, Gleacher Center 450 North Cityfront Plaza Dr, Chicago, IL, United States

    TOPICS: Session 1 - Fiduciary Governance and Best Practices --- Session 2 - Misbehavin” in Retirement Plans – It’s Time to Retire that Thinking

    REGISTERDETAILS

  • Wed 25

    Florida Atlantic University – Certified 401(k) Plan Fiduciary Program

    September 25, 2024 @ 8:00 am - 2:00 pm
    Florida Atlantic University 777 Glades Rd, Boca Raton, FL, United States

    TOPICS: Session 1 - The Roles within a Retirement Plan --- Session 2 - Misbehavin’ in Retirement Plans

    REGISTERDETAILS

  • October 2024

  • Wed 2

    University of North Florida, Jacksonville, FL – Certified 401(k) Plan Fiduciary Program

    October 2, 2024 @ 8:00 am - 2:00 pm
    Univeristy of North Florida 12000 Alumni Drive, Jacksonville, FL, United States

    TOPICS: Session 1 - Secure Act 2.0 --- Session 2 - Pooled Employer Plans: A New Era in Retirement Solutions

    REGISTERDETAILS

  • Thu 3

    Drake University, Des Moines, IA – Certified 401(k) Plan Fiduciary Program

    October 3, 2024 @ 8:00 am - 2:00 pm
    Drake University 2875 University Ave, Des Moines, IA, United States

    Topics: Session 1 - Secure 2.0 | The Role of the Retirement Plan Advisor --- Session 2 - ERISA Cybersecurity: Safeguarding Retirement Plans

    REGISTERDETAILS

  • Wed 16

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

    October 16, 2024 @ 8:30 am - 2:30 pm
    Arizona State University 401 N 1st Street, Phoenix, AZ, United States

    TOPICS: Session 1 - The Role of the Advisor --- Session 2 - SECURE 2.0 Plan Considerations – What You Need to Know (and Do) Now

    REGISTERDETAILS

  • Thu 17

    Endicott College – Wylie Inn and Conference Center, Beverly, MA – Certified 401(k) Plan Fiduciary Program

    October 17, 2024 @ 8:00 am - 2:00 pm
    Endicott College - Wylie Inn and Conference Center 295 Hale Street, Beverly, MA, United States

    TOPICS: Session 1 - Producing Outcomes & Staying Compliant --- Session 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants

    REGISTERDETAILS

  • Tue 22

    Butler University, Indianapolis, IN – Certified 401(k) Plan Fiduciary Program

    October 22, 2024 @ 8:00 am - 2:00 pm
    Butler University 704 W Hampton Dr., Indianapolis, IN, United States

    TOPICS: Session 1 - The Role of the Retirement Plan Advisor ---Session 2 - The Latest Generation of Fiduciary FailuresWhy Plan Sponsors Continue To Be Sued And The Importance OfProcess

    REGISTERDETAILS

  • Thu 24

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

    October 24, 2024 @ 8:00 am - 2:00 pm
    Rice University 6100 Main St., Houston, TX, United States

    TOPICS: Session 1 - The Role of the Advisor --- Session 2 - Legislative Update: Secure 2.0

    REGISTERDETAILS

  • Tue 29

    University of Maryland, College Park, MD – Certified 401(k) Plan Fiduciary Program

    October 29, 2024 @ 8:30 am - 2:30 pm
    University of Maryland 7801 Alumni Dr, College Park, MD, United States

    TOPICS: Session 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan --- Session 2 - Stop Playing Mind Games

    REGISTERDETAILS

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