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TPSU Schedule - Upcoming TPSU Programs

The Plan Sponsor University (TPSU), offers the most comprehensive combination of online and live workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries with half-day live and virtual programs conducted by certified instructors. Since 2013, TPSU has conducted over 450 programs.

The Plan Sponsor University is in existence to help plan sponsors in their understanding of both – establishing a firm foundation and the baseline measures of success for their plan.

Most programs are being scheduled as in-person sessions on-campus. We encourage plan sponsor attendees to look for a program in their area. The in-person programs carry 5 hours of CE and they provide a more personalized experience with peer interaction. The TPSU Program content is a collaboration between The Plan Sponsor University, local professionals, and industry peers.

10 events found.

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  • March 2025

  • Tue 11

    Villanova University, Villanova, PA – Certified 401(k) Plan Fiduciary Program

    March 11, 2025 @ 8:00 am - 2:00 pm
    Villanova University West Campus - Garey Hall, Room 10A Spring Mill Rd & County Line Rd, Villanova, PA

    TOPICS: Session 1 - Fiduciary Review

    REGISTERDETAILS

  • Thu 13

    Invesco Ltd. Corporate Headquarters – Atlanta, GA – Certified 401(k) Plan Fiduciary Program

    March 13, 2025 @ 9:00 am - 3:00 pm
    Invesco Ltd. Corporate Headquarters Midtown Union, 1331 Spring Street, NW, Atlanta, GA, United States

    TOPICS: Session 1 - The Role of The Advisor

    REGISTERDETAILS

  • Tue 18

    Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program

    March 18, 2025 @ 8:30 am - 2:30 pm
    Virginia Tech 900 N Glebe Rd, Arlington, VA, United States

    TOPICS: Session 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready --- Session 2 - Stop Playing Mind Games Help Improve Participant Outcomes with Behavioral Insights

    REGISTERDETAILS

  • Thu 20

    Fordham University School of Law, New York, NY – Certified 401(k) Plan Fiduciary Program

    March 20, 2025 @ 9:00 am - 3:00 pm
    Fordham Law School 150 West 62nd Street, New York, NY, United States

    TOPICS: Session 1 - The Role of the Retirement Plan Advisor

    REGISTERDETAILS

  • Thu 27

    George W. Bush Presidential Center, Dallas, TX – Certified 401(k) Plan Fiduciary Program

    March 27, 2025 @ 8:30 am - 2:30 pm
    George W. Bush Presidential Center 2942 SMU Boulevard, Dallas, TX, United States

    TOPICS: Session 1 - Driving Employee Engagement --- Session 2 - Legislative Update SECURE 2.0

    REGISTERDETAILS

  • April 2025

  • Thu 10

    Arizona State University, Tempe, AZ – Certified 401(k) Plan Fiduciary Program

    April 10, 2025 @ 8:30 am - 2:30 pm
    Arizona State University 401 N 1st Street, Phoenix, AZ, United States

    TOPICS: Session 1 - Retirement Readiness, Participant Outcomes ---Session 2 - SECURE 2.0 Plan Considerations – What You Need to Know (and Do) Now

    REGISTERDETAILS

  • May 2025

  • Tue 13

    University of Denver, Denver, CO – Certified 401(k) Plan Fiduciary Program

    May 13, 2025 @ 8:00 am - 2:00 pm
    University of Denver 2055 E Evans Ave, Denver, CO, United States

    TOPICS: Session 1 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary --- Session 2 - Helping Employees Navigate the Financial Vortex

    REGISTERDETAILS

  • Thu 15

    University of San Diego, San Diego, CA – Certified 401(k) Plan Fiduciary Program

    May 15, 2025 @ 9:00 am - 3:00 pm
    University of San Diego 5555 Marian Way, San Diego, CA, United States

    TOPICS: Session 1 - Elevating Your Defined Contribution Plan – Latest DC Plan Trends --- Session 2 - The Role of the Advisor

    REGISTERDETAILS

  • Wed 21

    California State University Sacramento, Sacramento, CA – Certified 401(k) Plan Fiduciary Program

    May 21, 2025 @ 8:00 am - 2:00 pm
    California State University Sacramento 6000 J St., Sacramento, CA, United States

    TOPICS: Session 1 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management --- Session 2 - Secure 2.0

    REGISTERDETAILS

  • June 2025

  • Tue 3

    Rollins College, Winter Park, FL – Certified 401(k) Plan Fiduciary Program

    June 3, 2025 @ 8:00 am - 2:00 pm
    Rollins College 1000 Holt Ave, Winter Park, FL, United States

    TOPICS: Session 1 - Managing Your Retirement Plan – A Fiduciary Foundation --- Session 2 - Building Blocks for a Successful Retirement Plan!

    REGISTERDETAILS

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