TPSU - The Plan Sponsor University

Roam Conference Room - Alpharetta, GA - Certified 401(k) Plan Fiduciary Program
2023-09-14 08:30 - 14:30 (America/New_York) | Roam Conference Room, 5815 Windward Pkwy, Suite 302, Alpharetta, GA, 30005
Register For This Program

When
Thursday, December 11, 2025
8:30AM - 2:30PM
(Program begins promptly at 9:00AM)
Location
Loews Vanderbilt Hotel
2100 W End Ave
Nashville, TN 37203
Ocean Way 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 - Ten Things You Are Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary
Session 2 - Latest Trends in DC Plans

Download PDF

Speaker(s)
Adjunct Lecturer
Steven W Glasgow, CFA, CIMA®, AIF®, CPFA®, CEPA®
Managing Director
HUB Retirement and Wealth Management
Steven brings more than 30 years of experience working with institutional investors including defined contribution plans, defined benefit plans, endowment and foundations, as well as corporate cash mandates.
Steven has been recognized by PLANADVISER magazine as one of the nation’s “Top 100 Retirement Plan Advisors” for multiple years (most recently 2024) and was named to the Financial Times “Top 401” Retirement Plan Advisor List every year since its inception. His team has been named to the National Association of Plan Advisors “Top Advisor Teams” in the nation every year since inception (latest 2024). Steven was listed as a finalist for “Advisor of the Year” by PlanSponsor™ magazine in 2013 and 2017. He was also recognized as one of the Top 5 advisors nationally for the large plan market by 401k wire in 2013. His team is currently listed as a Forbes “Best in State” wealth management team (2024 and 2025).
Steven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He holds the Accredited Investment fiduciary (AIF®) credential, has also received the Certified Behavioral Finance Analyst (CBFA) designation from the Allianz Center for Behavioral Studies and has also earned the CPFA (Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors. In 2022 steven received the CEPA designation (Certified Exit Planning Advisor) to help his business owner clients navigate value creation and prepare for the potential of future liquidity and estate planning events. He is currently a member of the Retirement Advisor Council as well as the Viking Cove Advisor Alliance, which are invitation only organizations dedicated to enhancing the retirement plan industry and participant experiences. Steven is currently an editorial advisory board member for “Real Assets Advisor” magazine and is president of the recently launched Nashville Chapter of the Exit Planning Institute.

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Driving and Parking Directions

Download Driving and Parking Directions

University of North Florida, Jacksonville, FL - Certified 401(k) Plan Fiduciary Program
2023-09-13 08:00 - 14:00 | University of North Florida, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058, Jacksonville, FL, 32224
