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TPSU Schedule - Upcoming TPSU Programs

The Plan Sponsor University (TPSU), offers the most comprehensive combination of online and live workplace certification programs for business owners, benefits specialists, and other employer fiduciaries overseeing retirement and health plans.  Programs include half-day, live and virtual sessions conducted by certified instructors. Since 2013, TPSU has conducted over 650 programs nationwide.

The Plan Sponsor University exists to help plan sponsors better understand their responsibilities – establishing a strong foundation and defining baseline measures of success for their plans.

Most programs are being scheduled as in-person programs hosted on a college or university campus. We encourage plan sponsor attendees to look for a program in their area. The in-person programs award 5 hours of CE and provide a more personalized experience through peer interaction. The TPSU Program content is developed in collaboration with The Plan Sponsor University, local professionals, and industry peers.

10 events found.

Events

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  • November 2023

  • Thu 2

    George Mason University, Fairfax, VA – Certified 401(k) Plan Fiduciary Program

    November 2, 2023 @ 8:30 am - 2:30 pm
    george mason 4400 Rivanna River Way, Fairfax, VA, United States

    TOPICS: Session 1 - THE NEXT LEVEL FIDUCIARY ---- Session 2 - ENHANCED PLAN DESIGN - CHANGING THE CONVERSATION

    REGISTERDETAILS

  • Tue 14

    California State University Long Beach – Certified 401(k) Plan Fiduciary Program

    November 14, 2023 @ 8:30 am - 2:30 pm
    California State University Long Beach Pointe 1250 Bellflower Blvd, Long Beach, CA, United States

    TOPICS: Session 1 - RETIREMENT READINESS & PARTICIPANT OUTCOMES --- Session 2 - PRACTICAL STRATEGIES IN PLAN DESIGN AND EDUCATION FROM BEHAVIORAL FINANCE

    REGISTERDETAILS

  • Thu 30

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

    November 30, 2023 @ 8:00 am - 2:00 pm
    DeSales University 2755 Station Avenue, Center Valley, PA, United States

    TOPICS: Session 1 - ENGAGING YOUR COMMITTEE AND EMPLOYEES FOR PLAN SUCCESS

    REGISTERDETAILS

  • December 2023

  • Tue 12

    Virtual – Fairfield, CT – Certified 401(k) Plan Fiduciary Program

    December 12, 2023 @ 8:30 am - 12:00 pm

    Topics: Session 1 - Retirement Readiness, Participant Outcomes ---- Session 2 - Misbehavin’ In Retirement Plans – It’s Time To Retire That Thinking

    REGISTERDETAILS

  • February 2024

  • Thu 8

    Serendipity Labs – Conference Center – Certified 401(k) Plan Fiduciary Program

    February 8, 2024 @ 8:30 am - 2:30 pm
    Serendipity Labs 100 North Point Center 30022, Alpharetta, GA, United States

    TOPICS: Session 1 - Challenges and Fears Facing Plan Sponsors

    REGISTERDETAILS

  • Tue 13

    George W. Bush Presidential Center, Dallas, TX – Certified 401(k) Plan Fiduciary Program

    February 13, 2024 @ 8:30 am - 2:30 pm
    George W. Bush Presidential Center 2942 SMU Boulevard, Dallas, TX, United States

    TOPICS: Session 1 - Fiduciary Best Practices --- Session 2 - What Plan Sponsors Value Most

    REGISTERDETAILS

  • Wed 14

    University of Denver, Denver, CO – Certified 401(k) Plan Fiduciary Program

    February 14, 2024 @ 8:00 am - 2:00 pm
    University of Denver 2055 E Evans Ave, Denver, CO, United States

    TOPICS: Session 1 - Behavioral Finance & Retirement Readiness, Participant Outcomes --- Session 2 - Top Defined Contribution (DC) Trends and Developments

    REGISTERDETAILS

  • Thu 29

    Baldwin Wallace University, Berea, OH – Certified 401(k) Plan Fiduciary Program

    February 29, 2024 @ 8:00 am - 2:00 pm
    Baldwin Wallace University 125 Tressel St., Berea, OH, United States

    TOPICS: Session 1 - Secure Act 2.0 --- Session 2 - Retirement Plan Best Practices

    REGISTERDETAILS

  • March 2024

  • Tue 12

    Frederick Community College, Frederick, MD – Certified 401(k) Plan Fiduciary Program

    March 12, 2024 @ 8:00 am - 2:00 pm
    Frederick Community College 7932 Opossumtown Pike, Frederick, MD, United States

    TOPICS: Session 1 - Balancing Fiduciary Duties and Financial Wellness: The Pillars of aPerfect Retirement Plan --- Session 2 - Practical Strategies in Plan Design and Education from Behavioral Finance

    REGISTERDETAILS

  • Thu 14

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

    March 14, 2024 @ 8:00 am - 2:00 pm
    Rollins College 1000 Holt Ave, Winter Park, FL, United States

    TOPICS: Session 1 - Secure Act 2.0

    REGISTERDETAILS

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