TPSU - The Plan Sponsor University

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
Register For This Program

When
Thursday, October 30, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Phillips Academy
Andover Inn
4 Chapel Avenue
Andover, MA 01810
Phillips Room
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
855-755-4015 option 2
Eligibility
Registration is open to Human Resource and Finance Professionals 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 - The Value of Working with a Retirement Plan Advisor
Session 2 -Trends in Defined Contribution Plans

Download PDF

Speaker(s)
Adjunct Lecturer
Steven Johnian, CPFA®, AIF®
Alliance Relationship Manager, Retirement Plans
SFP Wealth
SFP Wealth welcomed Steven Johnian, our Alliance Relationship Manager, Retirement Plans, in the fall of 2022. Prior to joining the team, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry, Steven is responsible for helping expand and grow our retirement business, including building key relationships with business partners and spearheading the advisor support program at Baystate Financial. He helps advisors successfully grow, manage, and scale their retirement plan business while supporting plan sponsors across the spectrum of their retirement plan and business needs. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space.
Steven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally, Steven holds his Series 7 and 66 licenses, and his Producer’s Life, Accident and Health or Sickness licenses.
Steven lives in Dedham, MA with his wife and daughter. He enjoys spending time with his family and friends, exercising, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in, spending the day on the beach with his family, and watching the sun go down over a late dinner.

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2025-06-11 08:00 - 14:00, 2025-10-22 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States

George W. Bush Presidential Center, Dallas, TX - Certified 401(k) Plan Fiduciary Program
2025-08-12 08:30 - 14:30 (America/New_York), 2026-04-01 08:30 - 14:30 (America/Chicago) | George W. Bush Presidential Center, 2942 SMU Boulevard, Dallas, TX, 75205, United States

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

Robert Morris University, Moon Township, PA - Certified 401(k) Plan Fiduciary Program
2025-08-14 08:00 - 14:00, 2026-03-04 08:00 - 14:00 (America/New_York) | Robert Morris University, 6001 University Blvd., Moon Township, PA, 15108, United States

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

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

Rice University, Houston, TX - Certified 401(k) Plan Fiduciary Program
2025-08-26 08:00 - 14:00 (America/New_York), 2026-02-26 08:00 - 14:00 (America/Chicago) | Rice University, 6100 Main St., Houston, TX, 77005, United States

Marquette University, Milwaukee, WI - Certified 401(k) Plan Fiduciary Program
2025-09-16 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
2025-09-23 09:00 - 15:15, 2026-03-24 09:00 - 15:00 (America/New_York) | Fordham Law School, 150 West 62nd Street, New York, NY, 10023, United States

Quinnipiac University, North Haven, CT - Certified 401(k) Plan Fiduciary Program
2025-10-09 08:00 - 14:15 (America/New_York) | Quinnipiac University, 370 Bassett Rd., North Haven, CT, 06473, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
2025-10-09 08:30 - 14:30 (America/Halifax) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

Arizona State University, Tempe, AZ - Certified 401(k) Plan Fiduciary Program
2025-10-22 08:30 - 14:30 (America/Phoenix) | Arizona State University, 401 N 1st Street, Phoenix, AZ, 85004, United States

The University of California, Davis, Davis, CA - Certified 401(k) Plan Fiduciary Program
2025-10-23 09:00 - 15:00 (America/Los_Angeles) | The University of California, Davis, 530 Alumni Ln., Davis, CA, 95616, United States

The University of Denver, Denver, CO - Certified 401(k) Plan Fiduciary Program
2025-10-28 08:00 - 14:00 (America/Denver) | University of Denver, 2055 E Evans Ave, Denver, CO, 80210, United States

Phillips Academy, Andover, MA - Certified 401(k) Plan Fiduciary Program
2025-10-30 08:00 - 14:30 (America/New_York) | Phillips Academy, 4 Chapel Avenue, Andover, MA, 01810, United States

Villanova University, Villanova, PA - Certified 401(k) Plan Fiduciary Program
2025-11-06 08:00 - 14:00 (America/New_York) | Villanova University West Campus – Garey Hall, Room 10A, Spring Mill Rd & County Line Rd, Villanova, PA, 19085

The University of South Florida, Tampa, FL - Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25, 2025)
2025-11-19 08:00 - 14:00 (America/New_York) | The University of South Florida, 4202 E. Fowler Ave, Tampa, FL, 33620, United States

Stonehill College, Easton, MA - Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4, 2025)
2025-12-09 08:00 - 14:00 (America/New_York) | Stonehill College, 124 Belmont Street, Easton, MA, 02357, United States

Loews Vanderbilt Hotel, Nashville, TN - Certified 401(k) Plan Fiduciary Program
2025-12-11 08:30 - 14:30 (America/Chicago) | Loews Vanderbilt Hotel, 2100 W End Ave, Nashville, TN, 37203, United States

Rollins College, Winter Park, FL – Certified 401(k) Plan Fiduciary Program
2026-02-10 08:00 - 14:00 (America/New_York) | Rollins College, 1000 Holt Ave, Winter Park, FL, 32789, United States

Columbus State Community College, Columbus, OH - Certified 401(k) Plan Fiduciary Program
2026-02-19 08:00 - 14:00 (America/New_York) | Columbus State Community College, 315 Cleveland Ave., Columbus, OH, 43215, United States

NOVA Southeastern University, Fort Lauderdale, FL - Certified 401(k) Plan Fiduciary Program
2026-02-25 08:00 - 14:00 (America/New_York) | Nova Southeastern University, 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, 33314, United States

Wake Forest University, Charlotte, NC - Certified 401(k) Plan Fiduciary Program
2026-03-10 08:00 - 14:00 (America/New_York) | Wake Forest University, 200 N College St #150, Charlotte, NC, 28202, United States

Penn State Great Valley, Malvern, PA - Certified 401(k) Plan Fiduciary Program
2026-03-17 08:00 - 14:00 (America/New_York) | Penn State Great Valley, Malvern, PA, 19355
