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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.

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  • October 2024

  • Thu 17

    Endicott College – Wylie Inn and Conference Center, Beverly, MA – Certified 401(k) Plan Fiduciary Program

    October 17, 2024 @ 8:00 am - 2:00 pm
    Endicott College - Wylie Inn and Conference Center 295 Hale Street, Beverly, MA, United States

    TOPICS: Session 1 - Producing Outcomes & Staying Compliant --- Session 2 - Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants

    REGISTERDETAILS

  • Tue 22

    Butler University, Indianapolis, IN – Certified 401(k) Plan Fiduciary Program

    October 22, 2024 @ 8:00 am - 2:00 pm
    Butler University 704 W Hampton Dr., Indianapolis, IN, United States

    TOPICS: Session 1 - The Role of the Retirement Plan Advisor ---Session 2 - The Latest Generation of Fiduciary FailuresWhy Plan Sponsors Continue To Be Sued And The Importance OfProcess

    REGISTERDETAILS

  • Thu 24

    Rice University, Houston, TX – Certified 401(k) Plan Fiduciary Program

    October 24, 2024 @ 8:00 am - 2:00 pm
    Rice University 6100 Main St., Houston, TX, United States

    TOPICS: Session 1 - The Role of the Advisor --- Session 2 - Legislative Update: Secure 2.0

    REGISTERDETAILS

  • Tue 29

    University of Maryland, College Park, MD – Certified 401(k) Plan Fiduciary Program

    October 29, 2024 @ 8:30 am - 2:30 pm
    University of Maryland 7801 Alumni Dr, College Park, MD, United States

    TOPICS: Session 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan --- Session 2 - Stop Playing Mind Games

    REGISTERDETAILS

  • Wed 30

    Fairfield University – Certified 401(k) Plan Fiduciary Program (Program Has Been Postponed to 2025)

    October 30, 2024 @ 8:00 am - 2:00 pm
    Fairfield University 1073 North Benson Road, Fairfield, CT, United States

    TOPICS: Session 1 - Behavioral Finance, Retirement Readiness, Participant Outcomes

    REGISTERDETAILS

  • November 2024

  • Thu 7

    Virtual – Charleston, SC – Certified 401(k) Plan Fiduciary Program

    November 7, 2024 @ 8:30 am - 12:00 pm

    TOPICS: Session 1 - The Role of An Advisor --- Session 2 - Misbehavin’ In Retirement Plans

    REGISTERDETAILS

  • Wed 13

    Smith and Howard Advisory, LLC – Atlanta, GA – Certified 401(k) Plan Fiduciary Program

    November 13, 2024 @ 8:30 am - 2:30 pm
    Smith and Howard Advisory, LLC 271 17th Street NW, Atlanta, United States

    TOPICS: Session 1 - The Convergence of Healthcare & Retirement ---Session 2 - Benefits Beyond Compliance, Maximizing Your Partnership

    REGISTERDETAILS

  • Tue 19

    DeSales University, Center Valley, PA – Certified 401(k) Plan Fiduciary Program

    November 19, 2024 @ 8:00 am - 2:00 pm
    DeSales University 2755 Station Avenue, Center Valley, PA, United States

    TOPICS: Session 1 - The Role of the Retirement Plan Advisor --- Session 2 - Fiduciary Fundamentals – Demystifying Your Obligations to Retirement Plan Participants

    REGISTERDETAILS

  • Wed 20

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

    November 20, 2024 @ 8:00 am - 2:00 pm
    Sacramento State University 6000 J St., Sacramento, CA, United States

    TOPICS: Session 1 - Proven Methods to Help your Employees Visualize, Plan, and Reach --- Session 2 - Retirement Plan Design & Regulatory Update – A Deep Dive into Secure 2.0

    REGISTERDETAILS

  • December 2024

  • Tue 3

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

    December 3, 2024 @ 8:00 am - 2:00 pm
    Rollins College 1000 Holt Ave, Winter Park, FL, United States

    TOPICS: Session 1 - The Role of the Advisor --- Session 2 - The Building Blocks for a Successful Retirement Plan

    REGISTERDETAILS

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