TPSU - The Plan Sponsor University

The College of New Jersey, Ewing Township, NJ - Certified 401(k) Plan Fiduciary Program
2023-10-26 08:00 - 14:00 (America/New_York) | The College of New Jersey, 2000 Pennington Road, Ewing Township, NJ, 08628, United States
Register For This Program

When
Wednesday, June 24, 2026
8:30AM - 2:45PM
(Program begins promptly at 9:00AM)
Location
University of Hartford
Harry Jack Gray Center
200 Bloomfield Ave,
West Hartford, CT 06117
Conference Room 1877/Room D
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
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) - Driving/Parking Directions

Agenda
TOPICS:

Session 1: 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary
Session 2: Voice of the American Worker - A Franklin Templeton Study

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Speaker(s)
Adjunct Lecturers
Lisa Buffington, AIF®, CPFA®
SVP, National Brand Market Leader
Marsh McLennan Agency

Lisa works with retirement Plan Sponsors to help them optimize workplace retirement plans and financial wellness benefits as to enable their employees to achieve their goals for retirement and financial security. In her role as Senior Vice President, Lisa works with both for-profit and non-profit organizations. She works directly with finance, human resources, and benefits groups to assist with all aspects of their retirement plan, benefits and compensation strategy. She takes an active role in all aspects of the consulting relationship including (but not limited to) fiduciary governance and oversight, plan design guidance, fee analysis and benchmarking, vendor management, investment evaluation, compliance support and education strategy implementation. Lisa is a member of MMA New England’s Investment Committee and MMA’s National Financial Wellbeing Steering Committee. She has been acknowledged as one of PLANADVISER’s Top Financial Advisors for 2023, 2024, and 2025. Lisa has been named as National Association of Plan Advisors (NAPA’s) Top Women Advisors for 2018 through 2025. She participates on NAPA’s Leadership Council and was the 401(k) Summit Steering Committee Co-Chair for 2022 and 2023. She is also a member of the industry’s national Retirement Advisor Council (RAC) as a Board Member and co-chairs the RAC’s financial literacy committee. Lisa was awarded Plan Advisor of the Year in 2025 by the Plan Sponsor Council of America (PSCA) – nominated by plan sponsors for fiduciary governance excellence, improved retirement plan outcomes, and custom award-winning financial wellness programs.
Prior to joining MMA, Lisa was previously employed at Prudential Retirement for 27 years, most recently as the Regional Sales Director for New England and former Key Account Client Manager. She also led Prudential’s Sales Development and Channel Management teams with a focus on building a sales pipeline, leading key sales initiatives, developing sales talent, and maximizing strategic partnerships with home office and regional key advisors and consultant teams for 401k, DB, and NQ plans.
Lisa has a strong passion for women's professional development, financial literacy education, and urban city K-12 educational reform. She has served as the past president of the Women in Pensions Network’s national group (WIPN) and worked directly with the team responsible for launching WIPN’s non-profit organization. Her dedication to non-profits does not end there as she also serves as board chair for a start-up non-profit charter management organization, Capital Preparatory Schools, and is actively involved in Junior Achievement.

Ann Margaret Donnelly
Senior Sales Executive | Retirement Services
Marsh McLennan Agency

As a Senior Sales Executive within Retirement & Wealth at Marsh McLennan Agency (MMA) Northeast, Ann Margaret aims to help your organization maximize retirement plan efficiencies and outcomes so that your employees can achieve their goals for retirement. She works with organizations' finance, human resources, and benefits groups to assist with all aspects of their retirement plans, including fiduciary guidance and training, plan design, fee analysis and benchmarking, vendor management, investment selection and monitoring, and compliance, as well as participant communication, education, and financial well-being strategies.
Ann Margaret has been with Marsh McLennan Agency since early 2024. Prior to that, she held Senior Retirement Plan Advisor roles at leading investment and finance companies where she focused on building the sales pipeline, key sales initiatives, developing talent, and maximizing strategic partnerships with home office and regional key advisor and consultant teams for 401(k), defined benefit (DB), and nonqualified (NQ) plans. Ann Margaret worked in equity capital markets and owned a conference and event center for over 10 years in Aurora, CO.
Ann Margaret graduated Cum Laude with her BS in Business Administration from Villanova University. She also obtained her MSc in Finance and Accounting from The London School of Economics and Political Science. She currently holds FINRA Series 6 and 65 licenses and previously held FINRA Series 7 and 63.
Ann Margaret enjoys skiing, hiking, and biking and is the proud mother of two college-aged children, Cara and Ryan.

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Driving and Parking Directions

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University of Loyola MD, Timonium, MD - Certified 401(k) Plan Fiduciary Program
2023-11-01 08:00 - 14:00 (America/New_York) | University of Loyola MD, 2034 Greenspring Dr, Timonium, MD, 21093, United States

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2023-11-02 08:30 - 14:30 (America/New_York) | george mason, 4400 Rivanna River Way, Fairfax, VA, 22030, United States

California State University Long Beach - Certified 401(k) Plan Fiduciary Program
2023-11-14 08:30 - 14:30 (America/New_York) | California State University Long Beach, Pointe 1250 Bellflower Blvd, Long Beach, CA, 90840, United States

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2023-11-30 08:00 - 14:00, 2024-06-13 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States

Virtual - Fairfield, CT - Certified 401(k) Plan Fiduciary Program
2023-12-12 08:30 - 12:00 (America/New_York) | CT

Serendipity Labs - Conference Center - Certified 401(k) Plan Fiduciary Program
2024-02-08 08:30 - 14:30 (America/New_York) | Serendipity Labs, 100 North Point Center 30022, Alpharetta, GA, 30022, United States

George W. Bush Presidential Center, Dallas, TX - Certified 401(k) Plan Fiduciary Program
2024-02-13 08:30 - 14:30 (America/New_York) | George W. Bush Presidential Center, 2942 SMU Boulevard, Dallas, TX, 75205, United States

University of Denver, Denver, CO - Certified 401(k) Plan Fiduciary Program
2024-02-14 08:00 - 14:00 (America/New_York) | University of Denver, 2055 E Evans Ave, Denver, CO, 80210, United States

Baldwin Wallace University, Berea, OH - Certified 401(k) Plan Fiduciary Program
2024-02-29 08:00 - 14:00 (America/New_York) | Baldwin Wallace University, 125 Tressel St., Berea, OH, 44017, United States

Frederick Community College, Frederick, MD - Certified 401(k) Plan Fiduciary Program
2024-03-12 08:00 - 14:00 (America/New_York) | Frederick Community College, 7932 Opossumtown Pike, Frederick, MD, 21702, United States

Rollins College, Winter Park, FL - Certified 401(k) Plan Fiduciary Program
2024-03-14 08:00 - 14:00 (America/New_York) | Rollins College, 1000 Holt Ave, Winter Park, FL, 32789, United States

Texas State University - Certified 401(k) Plan Fiduciary Program
2024-03-19 08:00 - 14:00 (America/New_York) | Texas State University, 109 Student Center Drive, San Marcos, TX, 78666, United States

Villanova University, Villanova, PA - Certified 401(k) Plan Fiduciary Program
2024-03-20 08:00 - 14:00 (America/New_York) | Villanova University West Campus – Garey Hall, Room 10A, Spring Mill Rd & County Line Rd, Villanova, PA, 19085

Fordham University School of Law, New York, NY - Certified 401(k) Plan Fiduciary Program
2024-03-21 09:00 - 15:00 (America/New_York) | Fordham Law School, 150 West 62nd Street, New York, NY, 10023, United States

Nova Southeastern University, Fort Lauderdale, FL - Certified 401(k) Plan Fiduciary Program
2024-03-27 08:00 - 14:00 (America/New_York) | Nova Southeastern University, 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, 33314, United States

University of Chicago, Chicago, IL - Certified 401(k) Plan Fiduciary Program
2024-04-10 08:30 - 14:30 (America/New_York) | University of Chicago, Gleacher Center, 450 North Cityfront Plaza Dr, Chicago, IL, 60611, United States

Drake University, Des Moines, IA - Certified 401(k) Plan Fiduciary Program
2024-04-17 08:00 - 14:00 (America/New_York) | Drake University, 2875 University Ave, Des Moines, IA, 50311, United States

Johnson County Community College, Overland Park, KS - Certified 401(k) Plan Fiduciary Program
2024-04-23 08:00 - 14:00 (America/North_Dakota/Center) | Johnson County Community College, 12345 College Blvd., Overland Park, KS, 66210, United States

Sacramento State University, Sacramento, CA - Certified 401(k) Plan Fiduciary Program
2024-04-30 08:00 - 14:00 (America/New_York) | Sacramento State University, 6000 J St., Sacramento, CA, 95819, United States

The University of South Florida, Tampa, FL - Certified 401(k) Plan Fiduciary Program
2024-05-07 08:00 - 14:00 (America/New_York) | The University of South Florida, 4202 E. Fowler Ave, Tampa, FL, 33620, United States

Virginia Tech, Arlington, VA - Certified 401(k) Plan Fiduciary Program
2024-05-14 08:30 - 14:30 (America/New_York) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

Rutgers University Inn & Conference Center, New Brunswick, NJ - Certified 401(k) Plan Fiduciary Program
2024-06-11 08:00 - 14:00 (America/New_York) | Rutgers University Inn and Conference Center, 178 Ryders Lane, New Brunswick, NJ, 08901, United States

University of Georgia - Atlanta Campus, Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2024-06-12 08:00 - 14:00 (America/New_York) | University of Georgia, 3475 Lenox Road NE, Atlanta, GA, 30326, United States

Boston College, Boston, MA - Certified 401(k) Plan Fiduciary Program
2024-06-20 08:00 - 14:00 (America/New_York) | Boston College, 150 St. Thomas More Rd, Boston, MA, 02135, United States

University of Southern California, Los Angeles, CA - Certified 401(k) Plan Fiduciary Program
2024-08-21 09:00 - 15:00 (America/New_York) | University of Southern California, 3607 Trousdale Parkway, Los Angeles, CA, 90089, United States

California State University San Marcos, San Marcos, CA - Certified 401(k) Plan Fiduciary Program
2024-08-27 09:00 - 15:00 (America/New_York) | California State University San Marcos, 333 S. Twin Oaks Valley Rd., San Marcos, CA, 92069, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
2024-09-18 08:30 - 14:30 (America/New_York) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States
