TPSU - The Plan Sponsor University

Sacramento State University, Sacramento, CA - Certified 401(k) Plan Fiduciary Program
2024-04-30 08:00 - 14:00, 2024-11-20 08:00 - 14:00 (America/New_York) | Sacramento State University, 6000 J St., Sacramento, CA, 95819, United States
Register For This Program

When
Wednesday, May 13, 2026
9:00AM - 3:15PM
(Program begins promptly at 9:30AM)
Location
Broadridge
41st Floor
605 Third Avenue
New York, NY 10158
Conf Rm: The Hub
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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary
Session 2 - Retirement Perspectives - A 360-Degree View of the DC Landscape

Download PDF

Speaker(s)
Adjunct Lecturer
Brett S. Mcilveen
Senior Sales Executive | Retirement Services
Marsh McLennan Agency
In his role as Senior Sales Executive of Retirement Services at Marsh McLennan Agency, Brett is dedicated to enhancing the efficiency and effectiveness of retirement plans for organizations. He partners with finance, human resources, and benefits teams to provide comprehensive support for retirement plans, including fiduciary guidance, plan design, fee analysis, vendor management, investment selection, compliance, and participant education.
Before joining Marsh McLennan Agency, Brett consistently performed as a Circle of Excellence Retirement Plan Producer, managing large market plans at ADP for over ten years. He is well-versed in capital management services. Additionally, Brett has extensive knowledge in the not-for-profit sector, where he manages a four-pronged approach in Uganda to support the care of more than 5,300 refugee women and children.
Brett holds a sociology degree from Rutgers University and possesses FINRA Series 6 and 63 licenses.

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

The University of South Florida, Tampa, FL - Certified 401(k) Plan Fiduciary Program
2024-05-07 08:00 - 14:00 (America/New_York) | The University of South Florida, 4202 E. Fowler Ave, Tampa, FL, 33620, United States

Virginia Tech, Arlington, VA - Certified 401(k) Plan Fiduciary Program
2024-05-14 08:30 - 14:30 (America/New_York) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

Rutgers University Inn & Conference Center, New Brunswick, NJ - Certified 401(k) Plan Fiduciary Program
2024-06-11 08:00 - 14:00 (America/New_York) | Rutgers University Inn and Conference Center, 178 Ryders Lane, New Brunswick, NJ, 08901, United States

University of Georgia - Atlanta Campus, Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2024-06-12 08:00 - 14:00 (America/New_York) | University of Georgia, 3475 Lenox Road NE, Atlanta, GA, 30326, United States

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2024-06-13 08:00 - 14:00, 2024-11-19 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States

Boston College, Boston, MA - Certified 401(k) Plan Fiduciary Program
2024-06-20 08:00 - 14:00 (America/New_York) | Boston College, 150 St. Thomas More Rd, Boston, MA, 02135, United States

University of Southern California, Los Angeles, CA - Certified 401(k) Plan Fiduciary Program
2024-08-21 09:00 - 15:00 (America/New_York) | University of Southern California, 3607 Trousdale Parkway, Los Angeles, CA, 90089, United States

California State University San Marcos, San Marcos, CA - Certified 401(k) Plan Fiduciary Program
2024-08-27 09:00 - 15:00 (America/New_York) | California State University San Marcos, 333 S. Twin Oaks Valley Rd., San Marcos, CA, 92069, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
2024-09-18 08:30 - 14:30 (America/New_York) | 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
2024-09-18 09:00 - 15:00 (America/New_York) | Fordham Law School, 150 West 62nd Street, New York, NY, 10023, United States

Marquette University, Milwaukee, WI - Certified 401(k) Plan Fiduciary Program
2024-09-19 08:00 - 14:00 (America/New_York) | Marquette University, Alumni Memorial Union 1442 W. Wisconsin Avenue, Milwaukee, WI, 53233

University of Chicago, Chicago, IL - Certified 401(k) Plan Fiduciary Program
2024-09-24 08:30 - 14:30 (America/New_York) | University of Chicago, Gleacher Center, 450 North Cityfront Plaza Dr, Chicago, IL, 60611, United States

Florida Atlantic University - Certified 401(k) Plan Fiduciary Program
2024-09-25 08:00 - 14:00 (America/New_York) | Florida Atlantic University, 777 Glades Rd, Boca Raton, FL, 33431, United States

University of North Florida, Jacksonville, FL - Certified 401(k) Plan Fiduciary Program
2024-10-02 08:00 - 14:00 (America/New_York) | Univeristy of North Florida, 12000 Alumni Drive, Jacksonville, FL, 32224, United States

Drake University, Des Moines, IA - Certified 401(k) Plan Fiduciary Program
2024-10-03 08:00 - 14:00 (America/New_York) | Drake University, 2875 University Ave, Des Moines, IA, 50311, United States

Arizona State University, Tempe, AZ - Certified 401(k) Plan Fiduciary Program
2024-10-16 08:30 - 14:30 (America/New_York) | Arizona State University, 401 N 1st Street, Phoenix, AZ, 85004, United States

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

Butler University, Indianapolis, IN - Certified 401(k) Plan Fiduciary Program
2024-10-22 08:00 - 14:00 (America/New_York) | Butler University, 704 W Hampton Dr., Indianapolis, IN, 46208, United States

Rice University, Houston, TX - Certified 401(k) Plan Fiduciary Program
2024-10-24 08:00 - 14:00 (America/New_York) | Rice University, 6100 Main St., Houston, TX, 77005, United States

University of Maryland, College Park, MD - Certified 401(k) Plan Fiduciary Program
2024-10-29 08:30 - 14:30 (America/New_York) | University of Maryland, 7801 Alumni Dr, College Park, MD, 20742, United States

Fairfield University - Certified 401(k) Plan Fiduciary Program (Program Has Been Postponed to 2025)
2024-10-30 08:00 - 14:00 (America/New_York) | Fairfield University, 1073 North Benson Road, Fairfield, CT, 06824, United States

Virtual - Charleston, SC - Certified 401(k) Plan Fiduciary Program
2024-11-07 08:30 - 12:00 (America/New_York) | NY

Smith and Howard Advisory, LLC - Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2024-11-13 08:30 - 14:30 (America/New_York) | Private: Smith and Howard Advisory, LLC, 271 17th Street NW, Atlanta, 30363, United States

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

Virtual - Des Moines, IA - Certified 401(k) Plan Fiduciary Program
2025-01-28 08:30 - 12:00 (America/Chicago) | NY

Randolph Macon College, Ashland, VA - Certified 401(k) Plan Fiduciary Program
2025-01-29 08:00 - 14:00 (America/New_York) | Randolph-Macon College, 304 Henry St., Ashland, 23005, United States

University of New Mexico, Albuquerque, NM - Certified 401(k) Plan Fiduciary Program
2025-01-30 08:00 - 14:00 (America/Phoenix) | University of New Mexico, 1 University of New Mexico, Albuquerque, NM, 87131, United States
