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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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  • August 2024

  • Tue 27

    California State University San Marcos, San Marcos, CA – Certified 401(k) Plan Fiduciary Program

    August 27, 2024 @ 9:00 am - 3:00 pm
    California State University San Marcos 333 S. Twin Oaks Valley Rd., San Marcos, CA, United States

    TOPICS: Session 1 - Secure Act 2.0 --- Session 2 - Look Below the Surface

    REGISTERDETAILS

  • September 2024

  • Wed 18

    Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program

    September 18, 2024 @ 8:30 am - 2:30 pm
    Virginia Tech 900 N Glebe Rd, Arlington, VA, United States

    TOPICS: Session 1 - The Next Level Fiduciary – What you can do as a Plan Sponsor to Help Your Employees Get Retirement Ready ---Session 2 - Stop Playing Mind Games: Help improve participant outcomes with behavioral insights

    REGISTERDETAILS

  • Wed 18

    Fordham University School of Law, New York, NY – Certified 401(k) Plan Fiduciary Program

    September 18, 2024 @ 9:00 am - 3:00 pm
    Fordham Law School 150 West 62nd Street, New York, NY, United States

    TOPICS: Session 1 - A New Benefit Which is Becoming a Standard Offering - Financial Wellness --- Session 2 - Is Your 401K in Sync with Your Business Objectives?

    REGISTERDETAILS

  • Thu 19

    Marquette University, Milwaukee, WI – Certified 401(k) Plan Fiduciary Program

    September 19, 2024 @ 8:00 am - 2:00 pm
    Marquette University Alumni Memorial Union 1442 W. Wisconsin Avenue, Milwaukee, WI

    TOPICS: Session 1 - The Role of the Retirement Plan Advisor --- Session 2 - What is Your Retirement Plan? A Framework for Examining Retirement Income Solutions

    REGISTERDETAILS

  • Tue 24

    University of Chicago, Chicago, IL – Certified 401(k) Plan Fiduciary Program

    September 24, 2024 @ 8:30 am - 2:30 pm
    University of Chicago, Gleacher Center 450 North Cityfront Plaza Dr, Chicago, IL, United States

    TOPICS: Session 1 - Fiduciary Governance and Best Practices --- Session 2 - Misbehavin” in Retirement Plans – It’s Time to Retire that Thinking

    REGISTERDETAILS

  • Wed 25

    Florida Atlantic University – Certified 401(k) Plan Fiduciary Program

    September 25, 2024 @ 8:00 am - 2:00 pm
    Florida Atlantic University 777 Glades Rd, Boca Raton, FL, United States

    TOPICS: Session 1 - The Roles within a Retirement Plan --- Session 2 - Misbehavin’ in Retirement Plans

    REGISTERDETAILS

  • October 2024

  • Wed 2

    University of North Florida, Jacksonville, FL – Certified 401(k) Plan Fiduciary Program

    October 2, 2024 @ 8:00 am - 2:00 pm
    Univeristy of North Florida 12000 Alumni Drive, Jacksonville, FL, United States

    TOPICS: Session 1 - Secure Act 2.0 --- Session 2 - Pooled Employer Plans: A New Era in Retirement Solutions

    REGISTERDETAILS

  • Thu 3

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

    October 3, 2024 @ 8:00 am - 2:00 pm
    Drake University 2875 University Ave, Des Moines, IA, United States

    Topics: Session 1 - Secure 2.0 | The Role of the Retirement Plan Advisor --- Session 2 - ERISA Cybersecurity: Safeguarding Retirement Plans

    REGISTERDETAILS

  • Wed 16

    Arizona State University, Tempe, AZ – Certified 401(k) Plan Fiduciary Program

    October 16, 2024 @ 8:30 am - 2:30 pm
    Arizona State University 401 N 1st Street, Phoenix, AZ, United States

    TOPICS: Session 1 - The Role of the Advisor --- Session 2 - SECURE 2.0 Plan Considerations – What You Need to Know (and Do) Now

    REGISTERDETAILS

  • 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

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