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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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  • September 2025

  • 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

  • Thu 9

    Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program

    October 9, 2025 @ 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 Help Your Employees Get Retirement Ready --- Session 2 - The 2025 Read on Retirement Report

    REGISTERDETAILS

  • Wed 22

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

    October 22, 2025 @ 8:00 am - 2:00 pm
    DeSales University 2755 Station Avenue, Center Valley, PA, United States

    TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary --- Session 2 - Elevate Your DC Plan

    REGISTERDETAILS

  • Wed 22

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

    October 22, 2025 @ 8:30 am - 2:30 pm
    Arizona State University 401 N 1st Street, Phoenix, AZ, United States

    TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary --- Session 2 - Stop Playing Mind Games

    REGISTERDETAILS

  • Thu 23

    The University of California, Davis, Davis, CA – Certified 401(k) Plan Fiduciary Program

    October 23, 2025 @ 9:00 am - 3:00 pm
    The University of California, Davis 530 Alumni Ln., Davis, CA, United States

    TOPICS: Session 1 - The Advisor Advantage: Elevating Retirement Plan Success --- Session 2 - Your Plan Needs an Audit…Now What? What Plan Sponsors Need to Know

    REGISTERDETAILS

  • Tue 28

    The University of Denver, Denver, CO – Certified 401(k) Plan Fiduciary Program

    October 28, 2025 @ 8:00 am - 2:00 pm
    University of Denver 2055 E Evans Ave, Denver, CO, United States

    TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary --- Session 2 - Exploring Advancements in Cybersecurity and AI

    REGISTERDETAILS

  • Thu 30

    Phillips Academy, Andover, MA – Certified 401(k) Plan Fiduciary Program

    October 30, 2025 @ 8:00 am - 2:30 pm
    Phillips Academy 4 Chapel Avenue, Andover, MA, United States

    TOPICS: Session 1 -The Value of Working with a Retirement Plan Advisor --- Session 2 - Trends in Defined Contribution Plans

    REGISTERDETAILS

  • November 2025

  • Thu 6

    Villanova University, Villanova, PA – Certified 401(k) Plan Fiduciary Program

    November 6, 2025 @ 8:00 am - 2:00 pm
    Villanova University West Campus - Garey Hall, Room 10A Spring Mill Rd & County Line Rd, Villanova, PA

    TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary --- Session 2 - How to Elevate Your DC Plan — DC Plan Trends

    REGISTERDETAILS

  • Wed 19

    The University of South Florida, Tampa, FL – Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25, 2025)

    November 19, 2025 @ 8:00 am - 2:00 pm
    The University of South Florida 4202 E. Fowler Ave, Tampa, FL, United States

    TOPICS: Session 1 - 10 Things You’re Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary --- Session 2 - Visualize Retirement

    REGISTERDETAILS

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