TPSU - The Plan Sponsor University

Rescheduled from March 12, 2026 - University of San Diego, San Diego, CA - Certified 401(k) Plan Fiduciary Program
2026-10-07 09:00 - 15:00 (America/Denver) | University of San Diego, 5555 Marian Way, San Diego, CA, 92110, United States
Register For This Program

When
Thursday, January 30, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
University of New Mexico
Student Union Building
87106
Albuquerque, NM 87131
SUB Ballroom C
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 - The Role of The Advisor

Session 2 - Secure 2.0

Download PDF

Speaker(s)
Adjunct Lecturer
Evan Cole, AIF®, CPFA®, C(K)P
Investment and Retirement Plan Fiduciary Advisor
Commonwealth Financial Network
About Evan Cole, AIF®, CPFA®, C(K)P Investment & Retirement Fiduciary Advisor, Accredited Investment Fiduciary® Evan began his financial career in 1985 with American General (AG) and VALIC, a full-service retirement planning company. While there, he received numerous awards and promotions. In 2007 Evan resigned from AG and VALIC and joined Cambridge Investment Research.
In March 2023 he began his own company, HOPE, Helping Other People Everywhere A Financial Services Company, using Commonwealth Financial Network as its RIA and broker dealer to pursue an independent and conflict-free approach when advising clients. Evan understands the true meaning of independence and advisor support.
Evan holds a Bachelor of Science degree from the University of New Hampshire and multiple securities and life insurance licenses in: Arizona, California, Nevada, New York, Oregon and others. He is an Accredited Investment Fiduciary® designee.
As an Accredited Investment Fiduciary®, he is committed to putting his clients’ interests first. He specializes in the design and implementation of all types of retirement plans and client portfolios and uses individual stocks, exchange traded funds, managed money, mutual funds, annuities, and insurance to meet clients’ needs and objectives.
Evan served on the board of People Reaching Out, a substance abuse prevention organization, from 2004-2010.

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2026-10-14 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
2026-10-15 08:30 - 14:30 (America/Halifax) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States
