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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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  • November 2024

  • 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

  • January 2025

  • Tue 28

    Virtual – Des Moines, IA – Certified 401(k) Plan Fiduciary Program

    January 28, 2025 @ 8:30 am - 12:00 pm

    TOPICS: Session 1 - Beyond Retirement – Convergence of Work, Retirement and Benefits at the Workplace --- Session 2 - Retiring “On Time” Is Important for The Employee AND the Employer

    REGISTERDETAILS

  • Wed 29

    Randolph Macon College, Ashland, VA – Certified 401(k) Plan Fiduciary Program

    January 29, 2025 @ 8:00 am - 2:00 pm
    Randolph-Macon College 304 Henry St., Ashland, United States

    TOPICS: Session 1 - Attributes of a Retirement Plan Advisor --- Session 2 - What Are The Latest Trends In DC Plans?

    REGISTERDETAILS

  • Thu 30

    University of New Mexico, Albuquerque, NM – Certified 401(k) Plan Fiduciary Program

    January 30, 2025 @ 8:00 am - 2:00 pm
    University of New Mexico 1 University of New Mexico, Albuquerque, NM, United States

    TOPICS: Session 1 - Role of The Advisor --- Session 2 - Fiduciary Compliance & Secure 2.0

    REGISTERDETAILS

  • February 2025

  • Wed 26

    NOVA Southeastern University, Fort Lauderdale, FL – Certified 401(k) Plan Fiduciary Program

    February 26, 2025 @ 8:00 am - 2:00 pm
    Nova Southeastern University 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, United States

    TOPICS: Session 1 - Financial Wellness in the Workplace --- Session 2 - Fiduciary Fundamentals

    REGISTERDETAILS

  • March 2025

  • Thu 6

    Quinnipiac University, North Haven, CT – Certified 401(k) Plan Fiduciary Program

    March 6, 2025 @ 8:00 am - 2:00 pm
    Quinnipiac University 370 Bassett Rd., North Haven, CT, United States

    TOPICS: Session 1 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness --- Session 2 - DC Trends…Elevate your DC Plan

    REGISTERDETAILS

  • 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

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