TPSU - The Plan Sponsor University

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
Register For This Program

When
Wednesday, June 11, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
DeSales University
DeSales University Center
2755 Station Ave.
Center Valley, PA 18034
Commonwealth Room
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 - Utilizing Your 401(k) Plan to Recruit, Retain & Reward
Session 2 - Understanding In-Plan Retirement Income

Download PDF

Speaker(s)
Adjunct Lecturer
Brendan P. Speers, AIF®, CPFA
Partner | Director of Retirement Plan Services
Legacy Planning
As the Director of Retirement Plan Services, I specialize in helping businesses, non-profits and governmental entities manage all aspects of their employer sponsored retirement plans. I also manage the plan administration, conversion and participant education teams that support our plan sponsors.
I graduated from Duquesne University’s A.J. Palumbo School of Business with a Bachelor of Science in Business Administration and hold an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership. I am an Accredited Investment Fiduciary® (AIF®) and a Certified Plan Fiduciary Advisor (CPFA).
Before joining Legacy Planning in 2014, I worked with universities, school districts and hospitals in the large market for retirement plans. Legacy Planning’s Retirement Plan Services division was founded on the thought that all retirement plans, regardless of size, should utilize a large market approach to due diligence, oversight, and pricing to help employers and participants achieve better outcomes

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

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, 2026-05-14 08:30 - 14:30 (America/Halifax) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

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

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

George W. Bush Presidential Center, Dallas, TX - Certified 401(k) Plan Fiduciary Program
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 - REGISTRATION NOW CLOSED
2026-04-16 08:30 - 12:15 (America/New_York) | PA

Bellevue College, Bellevue, WA - Certified 401(k) Plan Fiduciary Program
2026-04-23 08:00 - 14:00 (America/Denver) | Bellevue College, 3000 Landerholm Cir SE, Bellevue, WA, 98007, United States

Arizona State University, Phoenix, AZ - Certified 401(k) Plan Fiduciary Program
2026-04-29 08:30 - 14:30 (America/Denver) | Arizona State University, 401 N 1st Street, Phoenix, AZ, 85004, United States

Broadridge, New York, NY - Certified 401(k) Plan Fiduciary Program
2026-05-13 09:00 - 15:15 (America/New_York) | Broadridge, 605 Third Avenue, 41st Fl, New York, NY, 10158, United States
