Skip to content
TPSU Logo Std
  • Home
  • About
    • About TPSU
    • Meet Our Team
    • Meet Your Adjunct Lecturers
    • About The Retirement Advisor University (TRAU)
    • FAQs
  • Training
    • The Plan Sponsor University (TPSU)
    • Qualifications of Adjunct Lecturers (TRAU)
    • Why Should I Attend TPSU?
    • Training for Retirement Plan Committees (TRCE)
    • Online Courses (LMS)
    • Designations
      • C(k)PF – Certified 401(k) Plan Fiduciary
      • iC(k)P – Institutional Certified 401(k) Professional
  • Resources
    • Advisor Directory
    • Links to External Resource Pages (DOL, IRS, etc..)
    • Continuing Education
    • Learning Management System
  • Contact
  • RPADD
  • REGISTER
  • SCHEDULE

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.

10 events found.

Events

Events Search and Views Navigation

Event Views Navigation

  • List
  • Month
  • Day
Today
  • 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 - 10 Things You are Still Doing Wrong (and Not Doing Right) as a Fiduciary --- Session 2 - Retirement, by Design

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

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

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

    REGISTERDETAILS

  • April 2026

  • Wed 1

    George W. Bush Presidential Center, Dallas, TX – Certified 401(k) Plan Fiduciary Program

    April 1 @ 8:30 am - 2:30 pm
    George W. Bush Presidential Center 2942 SMU Boulevard, Dallas, TX, United States

    TOPICS: Session 1 - The Role of the Advisor ---- Session 2 - Pro Tips for a Pain-Free Retirement Plan Audit

    REGISTERDETAILS

  • 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

  • Previous Events
  • Today
  • Next Events
  • Google Calendar
  • iCalendar
  • Outlook 365
  • Outlook Live
  • Export .ics file
  • Export Outlook .ics file
401k Logo Std Footer
TRAU Logo Std

FOLLOW US:

© 2026 The Plan Sponsor University. All rights reserved.
Scroll to Top