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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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  • April 2024

  • Wed 17

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

    April 17, 2024 @ 8:00 am - 2:00 pm
    Drake University 2875 University Ave, Des Moines, IA, United States

    Topics: Session 1 - Secure 2.0 | Beyond Retirement – Convergence of Work, Retirement and Benefits at the Workplace --- Session 2 - Target Date Funds and/or Managed Accounts?

    REGISTERDETAILS

  • Tue 23

    Johnson County Community College, Overland Park, KS – Certified 401(k) Plan Fiduciary Program

    April 23, 2024 @ 8:00 am - 2:00 pm
    Johnson County Community College 12345 College Blvd., Overland Park, KS, United States

    TOPICS: Session 1 - Legislative Updates; Fiduciary Fundamentals, Financial Wellness --- Session 2 - Stop Playing Mind Games

    REGISTERDETAILS

  • Tue 30

    Sacramento State University, Sacramento, CA – Certified 401(k) Plan Fiduciary Program

    April 30, 2024 @ 8:00 am - 2:00 pm
    Sacramento State University 6000 J St., Sacramento, CA, United States

    TOPICS: Session 1 - Behavioral Finance, Retirement Readiness, Participant Outcomes

    REGISTERDETAILS

  • May 2024

  • Tue 7

    The University of South Florida, Tampa, FL – Certified 401(k) Plan Fiduciary Program

    May 7, 2024 @ 8:00 am - 2:00 pm
    The University of South Florida 4202 E. Fowler Ave, Tampa, FL, United States

    TOPICS: Session 1 - Industry Insights, Trends, and Improvements --- Session 2 - Building Financial Futures

    REGISTERDETAILS

  • Tue 14

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

    May 14, 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 - Trends & Opportunities in Target Date Funds

    REGISTERDETAILS

  • June 2024

  • Tue 11

    Rutgers University Inn & Conference Center, New Brunswick, NJ – Certified 401(k) Plan Fiduciary Program

    June 11, 2024 @ 8:00 am - 2:00 pm
    Rutgers University Inn and Conference Center 178 Ryders Lane, New Brunswick, NJ, United States

    TOPICS: Session 1 - How do you Know your Plan is Healthy? --- Session 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0

    REGISTERDETAILS

  • Wed 12

    University of Georgia – Atlanta Campus, Atlanta, GA – Certified 401(k) Plan Fiduciary Program

    June 12, 2024 @ 8:00 am - 2:00 pm
    University of Georgia 3475 Lenox Road NE, Atlanta, GA, United States

    TOPICS: Session 1 - Hot Topics in Retirement: What You Need to Know in 2024! --- Session 2 - Misbehavin’ in Retirement Plans

    REGISTERDETAILS

  • Thu 13

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

    June 13, 2024 @ 8:00 am - 2:00 pm
    DeSales University 2755 Station Avenue, Center Valley, PA, United States

    TOPICS: Session 1 - Utilizing Your 401k Plan to Recruit, Retain & Reward --- Session 2 - Using Data to Uncover Drivers of Retirement Readiness

    REGISTERDETAILS

  • Thu 20

    Boston College, Boston, MA – Certified 401(k) Plan Fiduciary Program

    June 20, 2024 @ 8:00 am - 2:00 pm
    Boston College 150 St. Thomas More Rd, Boston, MA, United States

    TOPICS: Session 1 – Role and Responsibilities of your Advisor and Advisor Team --- Session 2 - Targets Date Funds and/or Managed AccountAdvisor Team

    REGISTERDETAILS

  • August 2024

  • Wed 21

    University of Southern California, Los Angeles, CA – Certified 401(k) Plan Fiduciary Program

    August 21, 2024 @ 9:00 am - 3:00 pm
    University of Southern California 3607 Trousdale Parkway, Los Angeles, CA, United States

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

    REGISTERDETAILS

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