TPSU - The Plan Sponsor University

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2026-06-10 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States
Register For This Program

When
Wednesday, March 4, 2026
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Robert Morris University
UPMC Events Center
6001 University Blvd
Moon Township, PA 15108
Hall 1&3
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 (and Not Doing Right) as a Fiduciary

Session 2 - Retirement, by Design

Download PDF

Speaker(s)
Adjunct Lecturer
William Beale, AIF
President
Beale Financial Group
In 2001, Mr. Beale was hired to create and lead a Defined Contribution consulting division within an insurance brokerage in Pittsburgh, Pennsylvania, called Henderson Brothers. During his tenure, he successfully built and managed a highly regarded practice with the following accomplishments:

330 qualified plans under advisement
3(38) Fiduciary for more than $4.5 billion in advisory qualified plan assets
3(38) Fiduciary for over $240 million in advisory assets under management within the firm’s investment models
Chair, Institutional Investment Committee
Chair, Personal Wealth Management Investment Committee
Team nominated for PLANSPONSOR Magazine’s “Adviser of the Year” Award every year since 2006

In January 2024, Mr. Beale relocated to Palm Beach Gardens, Florida, and founded Beale Financial Group, LLC, a new practice dedicated to Defined Contribution plan consulting.
Licenses and Designations

Series 7, 6, 63, 65
Life, Health, and Accident
Accredited Investment Fiduciary® (AIF®)
Healthcare Fiduciary Coach

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

University of Hartford, West Hartford, CT - Certified 401(k) Plan Fiduciary Program
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Rescheduled from April 2, 2026 - Quinnipiac University, North Haven, CT - Certified 401(k) Plan Fiduciary Program
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