TPSU - The Plan Sponsor University

University of Chicago, Chicago, IL - Certified 401(k) Plan Fiduciary Program
2024-09-24 08:30 - 14:30, 2024-04-10 08:30 - 14:30 (America/New_York) | University of Chicago, Gleacher Center, 450 North Cityfront Plaza Dr, Chicago, IL, 60611, United States
Register For This Program

When
Tuesday, September 23, 2025
9:00AM - 3:15PM
(Program begins promptly at 9:30AM)
Location
Fordham University School of Law
150 W 62nd St
New York, NY 10023
Bateman 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 - A New Benefit Which is Becoming a Standard Offering
Session 2 - Defined Contribution Trends in Qualified Plans

Download PDF

Speaker(s)
Adjunct Lecturer
Burak Alpaslan, CFP®, AIF®, C(k)P®, CPFA®
Co-Founder & Partner
Vital Planning Group
Having earned the Accredited Investment Fiduciary (AIF®) designation, Burak is focused on working with retirement plan sponsors to help improve the overall health of their plan, such as increased plan participation, employee engagement and financial wellness by providing education and guidance on all aspects of a formal financial planning process.
As a full-service Financial Planner, he operates with his clients’ best interests in mind. His customized solutions are designed for his clients and their employees to meet both their business and financial goals. He utilizes his in-depth financial industry experience, over 26 years, technology, and resources to serve his client’s best interests.
To deliver on his promise of providing retirement plan optimization services, Burak has aligned himself with the Retirement Plan Advisory Group (RPAG), one of the retirement industry’s leading retirement plan management platforms. Working with RPAG’s comprehensive retirement plan analytical tools, he can provide plan sponsors and plan participants a retirement plan solution complete with Investment Analysis (including Target Date Funds Analysis), Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs and ERISA Compliance.
Burak received his bachelor’s degree in civil engineering at the internationally accredited Middle East Technical University (ODTU) and a master’s degree in economics and finance from Hacettepe University in Ankara, Turkey.
Burak began his financial services career in 1995 at Global Corporate and Investment Bank of Citigroup in Zurich, Switzerland where he worked as the Assistant Country Financial Controller. In 1996, he was sponsored by Citigroup to join their team in New York City where he held several positions as an officer with Citigroup prior to starting his financial planning practice in 2004.
Burak is confident in his experience helping business owners create and manage retirement and benefits plans for themselves and their employees. He has the expertise to keep his client’s plan compliant and on target.
Burak is licensed to sell insurance and securities in multiple states.
He is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Vital Planning Group LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000. Domiciled in NJ, CA Insurance Lic #0F10204

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

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

Fordham University School of Law, New York, NY - Certified 401(k) Plan Fiduciary Program
2024-09-18 09:00 - 15:00, 2024-03-21 09:00 - 15:00 (America/New_York) | Fordham Law School, 150 West 62nd Street, New York, NY, 10023, 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

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

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

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

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2024-06-13 08:00 - 14:00, 2023-11-30 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, 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

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

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

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

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

Johnson County Community College, Overland Park, KS - Certified 401(k) Plan Fiduciary Program
2024-04-23 08:00 - 14:00 (America/North_Dakota/Center) | Johnson County Community College, 12345 College Blvd., Overland Park, KS, 66210, United States

Drake University, Des Moines, IA - Certified 401(k) Plan Fiduciary Program
2024-04-17 08:00 - 14:00 (America/New_York) | Drake University, 2875 University Ave, Des Moines, IA, 50311, United States

Nova Southeastern University, Fort Lauderdale, FL - Certified 401(k) Plan Fiduciary Program
2024-03-27 08:00 - 14:00 (America/New_York) | Nova Southeastern University, 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, 33314, United States

Villanova University, Villanova, PA - Certified 401(k) Plan Fiduciary Program
2024-03-20 08:00 - 14:00 (America/New_York) | Villanova University West Campus – Garey Hall, Room 10A, Spring Mill Rd & County Line Rd, Villanova, PA, 19085

Texas State University - Certified 401(k) Plan Fiduciary Program
2024-03-19 08:00 - 14:00 (America/New_York) | Texas State University, 109 Student Center Drive, San Marcos, TX, 78666, United States

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

Frederick Community College, Frederick, MD - Certified 401(k) Plan Fiduciary Program
2024-03-12 08:00 - 14:00 (America/New_York) | Frederick Community College, 7932 Opossumtown Pike, Frederick, MD, 21702, United States

Baldwin Wallace University, Berea, OH - Certified 401(k) Plan Fiduciary Program
2024-02-29 08:00 - 14:00 (America/New_York) | Baldwin Wallace University, 125 Tressel St., Berea, OH, 44017, United States

University of Denver, Denver, CO - Certified 401(k) Plan Fiduciary Program
2024-02-14 08:00 - 14:00 (America/New_York) | University of Denver, 2055 E Evans Ave, Denver, CO, 80210, United States

George W. Bush Presidential Center, Dallas, TX - Certified 401(k) Plan Fiduciary Program
2024-02-13 08:30 - 14:30 (America/New_York) | George W. Bush Presidential Center, 2942 SMU Boulevard, Dallas, TX, 75205, United States

Serendipity Labs - Conference Center - Certified 401(k) Plan Fiduciary Program
2024-02-08 08:30 - 14:30 (America/New_York) | Serendipity Labs, 100 North Point Center 30022, Alpharetta, GA, 30022, United States

Virtual - Fairfield, CT - Certified 401(k) Plan Fiduciary Program
2023-12-12 08:30 - 12:00 (America/New_York) | NY

California State University Long Beach - Certified 401(k) Plan Fiduciary Program
2023-11-14 08:30 - 14:30 (America/New_York) | California State University Long Beach, Pointe 1250 Bellflower Blvd, Long Beach, CA, 90840, United States

George Mason University, Fairfax, VA - Certified 401(k) Plan Fiduciary Program
2023-11-02 08:30 - 14:30 (America/New_York) | george mason, 4400 Rivanna River Way, Fairfax, VA, 22030, United States
