Name: Fordham University School of Law, New York, NY – Certified 401(k) Plan Fiduciary Program
Start: 2026-03-24T09:00:00-04:00
End: 2026-03-24T15:00:00-04:00
Location: Fordham Law School

December 2025
Stonehill College, Easton, MA – Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4, 2025)

December 9, 2025 @ 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 --- Session 2 - Leveraging Plan Design to Improve Outcomes: Fidelity Plan Sponsor Survey

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Loews Vanderbilt Hotel, Nashville, TN – Certified 401(k) Plan Fiduciary Program

December 11, 2025 @ 8:30 am - 2:30 pm

Loews Vanderbilt Hotel 2100 W End Ave, Nashville, TN, United States

TOPICS: Session 1 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary --- Session 2 - Latest Trends in DC Plans

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February 2026
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

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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

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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 - Benchmarking Your 401(k) Plan --- Session 2 - Fiduciary Fundamentals

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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 - From Courtroom to Committee Room: 5 ERISA Cases Every Fiduciary Must Know --- Session 2 - The Latest Trends in DC Plans

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March 2026
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 - 10 Things You are Still Doing Wrong (and Not Doing Right) as a Fiduciary --- Session 2 - Retirement, by Design

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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 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants --- Session 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role

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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 - The Role of the Retirement Plan Advisor --- Session 2 - Student Loans: A National Crisis --- Session 2a - 2026 Market Update

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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 - Demystifying Investments in Worksite Retirement Plans ---- Session 2 - Evaluating Target Date Funds For Better Participant Outcomes

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TPSU Schedule - Upcoming TPSU Programs

December 2025

Stonehill College, Easton, MA – Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4, 2025)

Loews Vanderbilt Hotel, Nashville, TN – Certified 401(k) Plan Fiduciary Program

February 2026

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

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

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

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

March 2026

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

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

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

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

FOLLOW US:

TPSU Schedule - Upcoming TPSU Programs

December 2025

TOPICS: Session 1 - How to Build a Successful Employee Education and Engagement Program --- Session 2 - Leveraging Plan Design to Improve Outcomes: Fidelity Plan Sponsor Survey

TOPICS: Session 1 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary --- Session 2 - Latest Trends in DC Plans

February 2026

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

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

TOPICS: Session 1 - Benchmarking Your 401(k) Plan --- Session 2 - Fiduciary Fundamentals

TOPICS: Session 1 - From Courtroom to Committee Room: 5 ERISA Cases Every Fiduciary Must Know --- Session 2 - The Latest Trends in DC Plans

March 2026

TOPICS: Session 1 - 10 Things You are Still Doing Wrong (and Not Doing Right) as a Fiduciary --- Session 2 - Retirement, by Design

TOPICS: Session 1 - Fiduciary Fundamentals - Demystifying Your Obligations to Retirement Plan Participants --- Session 2 - What Participants & Plan Sponsors Should Expect - A Specialist Advisors Role

TOPICS: Session 1 - The Role of the Retirement Plan Advisor --- Session 2 - Student Loans: A National Crisis --- Session 2a - 2026 Market Update

TOPICS: Session 1 - Demystifying Investments in Worksite Retirement Plans ---- Session 2 - Evaluating Target Date Funds For Better Participant Outcomes

FOLLOW US: