TPSU - The Plan Sponsor University

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

When
Tuesday, September 16, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Marquette University
Alumni Memorial Union
1442 W Wisconsin Ave
Milwaukee, WI 53233
Room 157
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 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary
Session 2 - What is Your Retirement Plan? A Framework for Examining Retirement Income Solutions

Download PDF

Speaker(s)
Adjunct Lecturer
Todd J. Barden, C(k)P®, CFP®
Founding Partner
Great Lakes Retirement Plan Consultants
Todd Barden is a Corporate Retirement Consultant and Financial Wellness Innovator and has been working closely with Plan Sponsors to help American workers retire with dignity since 1990. “Helping people retire successfully is not just a job for me, but a passion. When employees are better prepared for retirement, I believe everyone wins: your company, your employees, and society.”
Todd has earned the significant industry designations of Certified 401(k) Professional (C(k)P® and Certified Financial Planner (CFP®). The C(k)P® designation represents the pinnacle of achievement for professional retirement advisors. Todd received the C(k)P® designation through the Retirement Advisor University (TRAU) in collaboration with UCLA Anderson School of Management’s Executive Education Program. Todd utilizes behavioral finance principles with assisting plan sponsors in their efforts to improve participant outcomes. Todd is an Adjunct Lecturer for the Plan Sponsor University (TPSU) leading interactive retirement plan fiduciary and management education. Todd attended Harvard Law School Negotiation Program to better assist Plan Sponsors with Due Diligence. Todd is a frequent national speaker on financial wellness for events hosted by National Wellness Institute (NWI), WICPA (Wisconsin Certified Public Accountants), WISHRM (Wisconsin Society of Human Resource Management), WELCOA, and Institutional Investor. Current member of National Association of Stock Plan Professionals (NASPP) and Employee Stock Ownership (ESOP) Association leading Total Rewards Communication for publicly traded firms and ESOP organizations. Wellness is a lifestyle for Todd having competed Boston/Chicago/NYC marathons, Ironman World Championship Triathlon finisher, Biz Times Fittest CEO winner, and past professional Muay Thai kickboxer in Bangla Stadium Thailand.
Todd was recognized as one of the “Top 401 Retirement Advisors” by the Financial Times1 in May of 2015.
1The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

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