TPSU - The Plan Sponsor University

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
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

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

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

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

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

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2025-06-11 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

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

Rollins College, Winter Park, FL – Certified 401(k) Plan Fiduciary Program
2025-06-03 08:00 - 14:00, 2024-12-03 08:00 - 14:00 (America/New_York) | Rollins College, 1000 Holt Ave, Winter Park, FL, 32789, 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

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

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

Arizona State University, Tempe, AZ - Certified 401(k) Plan Fiduciary Program
2025-04-10 08:30 - 14:30 (America/Phoenix) | Arizona State University, 401 N 1st Street, Phoenix, AZ, 85004, United States

Fordham University School of Law, New York, NY - Certified 401(k) Plan Fiduciary Program
2025-03-20 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
2025-03-18 08:30 - 14:30 (America/New_York) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

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

Villanova University, Villanova, PA - Certified 401(k) Plan Fiduciary Program
2025-03-11 08:00 - 14:00 (America/New_York) | Villanova University West Campus – Garey Hall, Room 10A, Spring Mill Rd & County Line Rd, Villanova, PA, 19085

Quinnipiac University, North Haven, CT - Certified 401(k) Plan Fiduciary Program
2025-03-06 08:00 - 14:00 (America/New_York) | Quinnipiac University, 370 Bassett Rd., North Haven, CT, 06473, United States

NOVA Southeastern University, Fort Lauderdale, FL - Certified 401(k) Plan Fiduciary Program
2025-02-26 08:00 - 14:00 (America/New_York) | Nova Southeastern University, 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, 33314, 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

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

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

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

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

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

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

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

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
