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
Register For This Program

When
Thursday, May 14, 2026
8:30AM - 2:30PM
(Program begins promptly at 9:00AM)
Location
Virginia Tech
Executive Briefing Center
900 N Glebe Rd
Arlington, VA 22203
Second Floor, Ballston Room
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 - The Next Level Fiduciary – What You Can Do as a Plan Sponsor to Help Your Employees Get Retirement Ready
Session 2 - What Are the Latest Trends in DC Plans?

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Speaker(s)
Adjunct Lecturer

Tom Leverone, CPFA®, C(k)P®, ChFC®, CLTC®
Senior Vice President
Washington Financial Group, a division of HUB International Mid-Atlantic Inc.
Tom is a Senior Vice President at HUB Retirement and Wealth Management (formerly Washington Financial Group), specializing in the retirement plan market assisting with setting up and managing 401(k) plans. Tom works with companies and individuals to determine their needs and provide appropriate financial strategies.
In the 401(k) field, Tom works with employers to set up and manage retirement plans that help participants prepare for retirement. He works with companies to develop strong employee education programs including onsite workshops and face-to-face meetings. Tom also works with employers to help them understand and address their fiduciary responsibilities. His team of professionals work together to help clients manage the most appropriate, cost-effective retirement plan. Tom also leads interactive discussions and break-out sessions during The Plan Sponsor University (TPSU) programs in the Washington, DC Metro area.
Tom is a proud member of the team that was named a 2021 PLANADVISER Top 100 Retirement Plan Advisor, a 2022 NAPA Top DC Advisor Team as well as the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
Tom is an active volunteer in the Vienna community coaching a variety of sports teams. He is married and has four children.
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The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, they had to submit a completed entry to the Retirement Plan Adviser Survey. A sub-segment of the questions was used to determine eligibility for the Top 100. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANADVISER in exchange for inclusion in the Top 100.
To be considered a 2021 NAPA Top DC Advisor Team, advisers had to submit an application form to NAPA-Net. The list focuses on investment advisory teams, rather than individual investment advisers, and on the defined contribution practice specifically. Teams are ranked based on Assets under Advisement (as of 12/31/2020). The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020.
The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual, small team, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and re-enrollment, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.

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Driving and Parking Directions

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Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
2025-03-18 08:30 - 14:30 (America/New_York), 2025-10-09 08:30 - 14:30 (America/Halifax) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

Fordham University School of Law, New York, NY - Certified 401(k) Plan Fiduciary Program
2025-03-20 09:00 - 15:00, 2025-09-23 09:00 - 15:15 (America/New_York) | Fordham Law School, 150 West 62nd Street, New York, NY, 10023, United States

George W. Bush Presidential Center, Dallas, TX - Certified 401(k) Plan Fiduciary Program
2025-03-27 08:30 - 14:30, 2025-08-12 08:30 - 14:30 (America/New_York) | George W. Bush Presidential Center, 2942 SMU Boulevard, Dallas, TX, 75205, United States

Arizona State University, Tempe, AZ - Certified 401(k) Plan Fiduciary Program
2025-04-10 08:30 - 14:30, 2025-10-22 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

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

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2025-06-11 08:00 - 14:00, 2025-10-22 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States

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

Robert Morris University, Moon Township, PA - Certified 401(k) Plan Fiduciary Program
2025-08-14 08:00 - 14:00 (America/New_York) | Robert Morris University, 6001 University Blvd., Moon Township, PA, 15108, United States

North Carolina State University, Raleigh, NC - Certified 401(k) Plan Fiduciary Program
2025-08-19 08:00 - 14:00 (America/New_York) | North Carolina State University, 2450 Alumni Drive, Raleigh, NC, 27606, United States

Florida Atlantic University, Boca Raton, FL - Certified 401(k) Plan Fiduciary Program
2025-08-20 08:00 - 14:00 (America/New_York) | Florida Atlantic University, 777 Glades Rd, Boca Raton, FL, 33431, United States

Rice University, Houston, TX - Certified 401(k) Plan Fiduciary Program
2025-08-26 08:00 - 14:00 (America/New_York) | Rice University, 6100 Main St., Houston, TX, 77005, United States

Marquette University, Milwaukee, WI - Certified 401(k) Plan Fiduciary Program
2025-09-16 08:00 - 14:00 (America/New_York) | Marquette University, Alumni Memorial Union 1442 W. Wisconsin Avenue, Milwaukee, WI, 53233

Quinnipiac University, North Haven, CT - Certified 401(k) Plan Fiduciary Program
2025-10-09 08:00 - 14:15 (America/New_York) | Quinnipiac University, 370 Bassett Rd., North Haven, CT, 06473, United States

The University of California, Davis, Davis, CA - Certified 401(k) Plan Fiduciary Program
2025-10-23 09:00 - 15:00 (America/Los_Angeles) | The University of California, Davis, 530 Alumni Ln., Davis, CA, 95616, United States

The University of Denver, Denver, CO - Certified 401(k) Plan Fiduciary Program
2025-10-28 08:00 - 14:00 (America/Denver) | University of Denver, 2055 E Evans Ave, Denver, CO, 80210, United States

Phillips Academy, Andover, MA - Certified 401(k) Plan Fiduciary Program
2025-10-30 08:00 - 14:30 (America/New_York) | Phillips Academy, 4 Chapel Avenue, Andover, MA, 01810, United States

Villanova University, Villanova, PA - Certified 401(k) Plan Fiduciary Program
2025-11-06 08:00 - 14:00 (America/New_York) | Villanova University West Campus – Garey Hall, Room 10A, Spring Mill Rd & County Line Rd, Villanova, PA, 19085

The University of South Florida, Tampa, FL - Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25, 2025)
2025-11-19 08:00 - 14:00 (America/New_York) | The University of South Florida, 4202 E. Fowler Ave, Tampa, FL, 33620, United States

Stonehill College, Easton, MA - Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4, 2025)
2025-12-09 08:00 - 14:00 (America/New_York) | Stonehill College, 124 Belmont Street, Easton, MA, 02357, United States

Loews Vanderbilt Hotel, Nashville, TN - Certified 401(k) Plan Fiduciary Program
2025-12-11 08:30 - 14:30 (America/Chicago) | Loews Vanderbilt Hotel, 2100 W End Ave, Nashville, TN, 37203, United States
