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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.

10 events found.

Events

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  • 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

  • Tue 19

    Texas State University – Certified 401(k) Plan Fiduciary Program

    March 19, 2024 @ 8:00 am - 2:00 pm
    Texas State University 109 Student Center Drive, San Marcos, TX, United States

    TOPICS: Session 1 - Fiduciary Focus --- Session 2 - Visualize Retirement: From Vision to Reality

    REGISTERDETAILS

  • Wed 20

    Villanova University, Villanova, PA – Certified 401(k) Plan Fiduciary Program

    March 20, 2024 @ 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

  • Thu 21

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

    March 21, 2024 @ 9:00 am - 3:00 pm
    Fordham Law School 150 West 62nd Street, New York, NY, United States

    TOPICS: Session 1 - The Role of the Retirement Plan Advisor --- Session 2 - How to Audit Proof Your Retirement Plan

    REGISTERDETAILS

  • Wed 27

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

    March 27, 2024 @ 8:00 am - 2:00 pm
    Nova Southeastern University 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, United States

    TOPICS: Session 1 - Promoting Plan Success --- Session 2 - Look Below the Surface

    REGISTERDETAILS

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