TPSU - The Plan Sponsor University

Endicott College - Wylie Inn and Conference Center, Beverly, MA - Certified 401(k) Plan Fiduciary Program
2024-10-17 08:00 - 14:00 (America/New_York) | Endicott College – Wylie Inn and Conference Center, 295 Hale Street, Beverly, MA, 01915, United States
Register For This Program

When
Thursday, July 16, 2026
8:30AM - 2:30PM
(Program begins promptly at 8:30AM)
Location
University of Maryland
Samuel Riggs IV Alumni Center
7801 Alumni Dr
College Park, MD 20742
Heise and Rever Marble Hall
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 health care 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: Would You Build a House This Way? Creating a Framework for Your Health Plan
Session 2: Healthcare Under Pressure: Regulation, Litigation, and the New Employer Reality

Download PDF

Speaker(s)
Adjunct Lecturer
Jamie Greenleaf, AIF®, CBFA
Fiduciary Consultant and Principal
Greenleaf Advisors
Jamie Greenleaf, AIF®, CBFA is a Fiduciary Consultant and Principal of Greenleaf Advisors, as well as Co-Founder of Fiduciary In A Box. She is dedicated to helping employers implement disciplined, defensible fiduciary processes for ERISA-governed health plans—improving outcomes for both organizations and their employees.
Jamie’s mission is to reduce risk, ensure compliance, and drive stronger financial outcomes through proactive oversight, education, and transparency. With a distinguished foundation in retirement plan fiduciary governance, she brings that same rigor and structure to the healthcare space, guiding employers to design and manage high-quality, cost-effective benefit programs.
A recognized industry thought leader, Jamie, is a sought-after speaker and has delivered keynote presentations at leading conferences. She is also the recipient of the Marshall Allen Legacy Award for her contributions to advancing fiduciary best practices.
Jamie is passionate about transforming benefits from a cost center into a strategic asset, making them more meaningful, transparent, and sustainable for employers and the people they serve.

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

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Sacramento State University, Sacramento, CA - Certified 401(k) Plan Fiduciary Program
2024-11-20 08:00 - 14:00 (America/New_York) | Sacramento State University, 6000 J St., Sacramento, CA, 95819, United States

Rollins College, Winter Park, FL – Certified 401(k) Plan Fiduciary Program
2024-12-03 08:00 - 14:00, 2025-06-03 08:00 - 14:00 (America/New_York) | Rollins College, 1000 Holt Ave, Winter Park, FL, 32789, United States

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NOVA Southeastern University, Fort Lauderdale, FL - Certified 401(k) Plan Fiduciary Program
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Quinnipiac University, North Haven, CT - Certified 401(k) Plan Fiduciary Program
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Villanova University, Villanova, PA - Certified 401(k) Plan Fiduciary Program
2025-03-11 08:00 - 14:00 (America/New_York) | Villanova University West Campus – Garey Hall, Room 10A, Spring Mill Rd & County Line Rd, Villanova, PA, 19085

Invesco Ltd. Corporate Headquarters - Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2025-03-13 09:00 - 15:00 (America/New_York) | Invesco Ltd. Corporate Headquarters, Midtown Union, 1331 Spring Street, NW, Atlanta, GA, 30309, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
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Arizona State University, Tempe, AZ - Certified 401(k) Plan Fiduciary Program
2025-04-10 08:30 - 14:30 (America/Phoenix) | Arizona State University, 401 N 1st Street, Phoenix, AZ, 85004, United States

University of Denver, Denver, CO - Certified 401(k) Plan Fiduciary Program
2025-05-13 08:00 - 14:00 (America/Denver) | University of Denver, 2055 E Evans Ave, Denver, CO, 80210, United States

University of San Diego, San Diego, CA - Certified 401(k) Plan Fiduciary Program
2025-05-15 09:00 - 15:00 (America/New_York) | University of San Diego, 5555 Marian Way, San Diego, CA, 92110, United States

California State University Sacramento, Sacramento, CA - Certified 401(k) Plan Fiduciary Program
2025-05-21 08:00 - 14:00 (America/Los_Angeles) | California State University Sacramento, 6000 J St., Sacramento, CA, 95819, United States

Stonehill College, Easton, MA - Certified 401(k) Plan Fiduciary Program
2025-06-05 08:00 - 14:00 (America/New_York) | Stonehill College, 124 Belmont Street, Easton, MA, 02357, United States

Virtual - Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2025-08-13 08:30 - 12:00 (America/New_York) | MD

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