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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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  • June 2025

  • Wed 11

    DeSales University, Center Valley, PA – Certified 401(k) Plan Fiduciary Program

    June 11, 2025 @ 8:00 am - 2:00 pm
    DeSales University 2755 Station Avenue, Center Valley, PA, United States

    TOPICS: Session 1 - Utilizing Your 401(k) Plan to Recruit, Retain & Reward --- Session 2 - Understanding In-Plan Retirement Income

    REGISTERDETAILS

  • August 2025

  • Tue 12

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

    August 12, 2025 @ 8:30 am - 2:30 pm
    George W. Bush Presidential Center 2942 SMU Boulevard, Dallas, TX, United States

    TOPICS: Session 1 - Driving Employee Engagement --- Session 2 - Legislative Update: Secure 2.0

    REGISTERDETAILS

  • Wed 13

    Virtual – Atlanta, GA – Certified 401(k) Plan Fiduciary Program

    August 13, 2025 @ 8:30 am - 12:00 pm

    TOPICS: Session 1 -The Convergence of Healthcare & Retirement --- Session 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights

    REGISTERDETAILS

  • Thu 14

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

    August 14, 2025 @ 8:00 am - 2:00 pm
    Robert Morris University 6001 University Blvd., Moon Township, PA, United States

    TOPICS: Session 1 - The Role of the Retirement Plan Advisor --- Session 2 - Best Practices for Education Strategies

    REGISTERDETAILS

  • Tue 19

    North Carolina State University, Raleigh, NC – Certified 401(k) Plan Fiduciary Program

    August 19, 2025 @ 8:00 am - 2:00 pm
    North Carolina State University 2450 Alumni Drive, Raleigh, NC, United States

    TOPICS: Session 1 - The Role of the Advisor --- Session 2 - Stop Playing Mind Games: Help Improve Participant Outcomes with Behavioral Insights

    REGISTERDETAILS

  • Wed 20

    Florida Atlantic University, Boca Raton, FL – Certified 401(k) Plan Fiduciary Program

    August 20, 2025 @ 8:00 am - 2:00 pm
    Florida Atlantic University 777 Glades Rd, Boca Raton, FL, United States

    TOPICS: Session 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary --- Session 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights

    REGISTERDETAILS

  • Tue 26

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

    August 26, 2025 @ 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 --- Session 2 - Voice of the American Worker

    REGISTERDETAILS

  • September 2025

  • Tue 16

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

    September 16, 2025 @ 8:00 am - 2:00 pm
    Marquette University Alumni Memorial Union 1442 W. Wisconsin Avenue, Milwaukee, WI

    TOPICS: Session 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary --- Session 2 - What is Your Retirement Plan? A Framework for Examining Retirement Income Solutions

    REGISTERDETAILS

  • Tue 23

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

    September 23, 2025 @ 9:00 am - 3:15 pm
    Fordham Law School 150 West 62nd Street, New York, NY, United States

    TOPICS: Session 1 - What do Plan Participants Want? --- Session 2 - Defined Contribution Trends in Qualified Plans

    REGISTERDETAILS

  • October 2025

  • Thu 9

    Quinnipiac University, North Haven, CT – Certified 401(k) Plan Fiduciary Program

    October 9, 2025 @ 8:00 am - 2:15 pm
    Quinnipiac University 370 Bassett Rd., North Haven, CT, United States

    TOPICS: Session 1 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness --- Session 2 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends

    REGISTERDETAILS

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