The University of South Florida, Tampa, FL - Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25, 2025)
2025-11-19 08:00 - 14:00 (America/New_York) | The University of South Florida, 4202 E. Fowler Ave, Tampa, FL, 33620, United States
Register For This Program

When
Wednesday, October 2, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
University of North Florida
Adam W. Herbert University Center
12000 Alumni Drive
Jacksonville, FL 32224
Board of Trustees Room1058
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 - Secure Act 2.0

Session 2 - Pooled Employer Plans: A New Era in Retirement Solutions

Download PDF

Speaker(s)
Adjunct Lecturer
Charles A. Brown, EA, MSEA, QPA, QKA, CSPO
Consulting Actuary
MAI Capital Management
Designations
• Enrolled Actuary (“EA”) with the Joint Board for the Enrollment of Actuaries
• Fellow of the Conference of Consulting Actuaries (FCA)
• Member of the American Society of Enrolled Actuaries (MSEA)
• Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) with the American Society of Pension Processionals and Actuaries
• Certified Scrum Product Owner with the Scrum Alliance (CSPO)
Work Experience
• Joined MAI in 2023, bringing over 20 years of industry experience
• Currently is an actuarial director at Ftwilliam.com and was previously a Chief Compliance Officer at Economic Group Pension Services, Inc, and President at Pencor
• Has developed an actuarial software system, served as an expert witness, spoken at conferences, and held leadership positions in actuarial organizations
Life Outside of MAI
• Resides in Saint Johns, Florida with his wife and two children
• Enjoys exploring parks, spending time with his family, and trips to the mountains Education
• University of North Florida, BBA in Accounting

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

Stonehill College, Easton, MA - Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4, 2025)
2025-12-09 08:00 - 14:00 (America/New_York) | Stonehill College, 124 Belmont Street, Easton, MA, 02357, United States

Loews Vanderbilt Hotel, Nashville, TN - Certified 401(k) Plan Fiduciary Program
2025-12-11 08:30 - 14:30 (America/Chicago) | Loews Vanderbilt Hotel, 2100 W End Ave, Nashville, TN, 37203, United States

Rollins College, Winter Park, FL – Certified 401(k) Plan Fiduciary Program
2026-02-10 08:00 - 14:00 (America/New_York) | Rollins College, 1000 Holt Ave, Winter Park, FL, 32789, United States

Columbus State Community College, Columbus, OH - Certified 401(k) Plan Fiduciary Program
2026-02-19 08:00 - 14:00 (America/New_York) | Columbus State Community College, 315 Cleveland Ave., Columbus, OH, 43215, United States

NOVA Southeastern University, Fort Lauderdale, FL - Certified 401(k) Plan Fiduciary Program
2026-02-25 08:00 - 14:00 (America/New_York) | Nova Southeastern University, 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, 33314, United States

Rice University, Houston, TX - Certified 401(k) Plan Fiduciary Program
2026-02-26 08:00 - 14:00 (America/Chicago) | Rice University, 6100 Main St., Houston, TX, 77005, United States

Robert Morris University, Moon Township, PA - Certified 401(k) Plan Fiduciary Program
2026-03-04 08:00 - 14:00 (America/New_York) | Robert Morris University, 6001 University Blvd., Moon Township, PA, 15108, United States

Wake Forest University, Charlotte, NC - Certified 401(k) Plan Fiduciary Program
2026-03-10 08:00 - 14:00 (America/New_York) | Wake Forest University, 200 N College St #150, Charlotte, NC, 28202, United States

Penn State Great Valley, Malvern, PA - Certified 401(k) Plan Fiduciary Program
2026-03-17 08:00 - 14:00 (America/New_York) | Penn State Great Valley, Malvern, PA, 19355

Fordham University School of Law, New York, NY - Certified 401(k) Plan Fiduciary Program
2026-03-24 09:00 - 15:00 (America/New_York) | Fordham Law School, 150 West 62nd Street, New York, NY, 10023, United States

George W. Bush Presidential Center, Dallas, TX - Certified 401(k) Plan Fiduciary Program
2026-04-01 08:30 - 14:30 (America/Chicago) | George W. Bush Presidential Center, 2942 SMU Boulevard, Dallas, TX, 75205, United States

Virtual - Atlanta, GA - Certified 401(k) Plan Fiduciary Program - REGISTRATION NOW CLOSED
2026-04-16 08:30 - 12:15 (America/New_York) | FL

Bellevue College, Bellevue, WA - Certified 401(k) Plan Fiduciary Program
2026-04-23 08:00 - 14:00 (America/Denver) | Bellevue College, 3000 Landerholm Cir SE, Bellevue, WA, 98007, United States

Arizona State University, Phoenix, AZ - Certified 401(k) Plan Fiduciary Program
2026-04-29 08:30 - 14:30 (America/Denver) | Arizona State University, 401 N 1st Street, Phoenix, AZ, 85004, United States

Broadridge, New York, NY - Certified 401(k) Plan Fiduciary Program
2026-05-13 09:00 - 15:15 (America/New_York) | Broadridge, 605 Third Avenue, 41st Fl, New York, NY, 10158, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
2026-05-14 08:30 - 14:30 (America/Halifax) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

University of Georgia, Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2026-05-19 09:00 - 15:00 (America/New_York) | University of Georgia, 3475 Lenox Road NE, Atlanta, GA, 30326, United States

Kansas State University Olathe, Olathe, KS - Certified 401(k) Plan Fiduciary Program
2026-05-21 08:30 - 14:45 (America/New_York) | Kansas State University Olathe, 22201 W. Innovation Drive, Olathe, KS, 66061, United States

Oregon State University Portland Center, OR - Certified 401(k) Plan Fiduciary Program
2026-06-02 09:00 - 15:15 (America/Denver) | Oregon State University Portland Center, 555 SW Morrison Street, Suite 200, Portland, OR, 97204, United States

Stonehill College, Easton, MA - Certified 401(k) Plan Fiduciary Program
2026-06-04 08:00 - 14:00 (America/New_York) | Stonehill College, 124 Belmont Street, Easton, MA, 02357, United States

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2026-06-10 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States

Rice University, Houston, TX - TPSU For Health Plan Fiduciaries
2026-07-08 08:00 - 14:00 (America/New_York) | Rice University, 6100 Main St., Houston, TX, 77005, United States

University of Maryland, College Park, MD - TPSU For Health Plan Fiduciaries
2026-07-16 08:30 - 14:30 (America/New_York) | University of Maryland, 7801 Alumni Dr, College Park, MD, 20742, United States

University of Buffalo, Buffalo, NY - Certified 401(k) Plan Fiduciary Program
2026-07-21 08:00 - 14:00 (America/New_York) | University of Buffalo, 125 Service Center Rd, Buffalo, NY, 14228, United States

University of South Florida, Tampa, FL - TPSU For Health Plan Fiduciaries
2026-07-23 08:00 - 14:00 (America/New_York) | The University of South Florida, 4202 E. Fowler Ave, Tampa, FL, 33620, United States

Rescheduled from June 24, 2026 - University of Hartford, West Hartford, CT - Certified 401(k) Plan Fiduciary Program
2026-07-29 08:30 - 14:45 (America/Halifax) | University of Hartford, 200 Bloomfield Ave,, West Hartford, CT, 06117, United States

Rescheduled from April 2, 2026 - Quinnipiac University, North Haven, CT - Certified 401(k) Plan Fiduciary Program
2026-08-04 08:00 - 14:00 (America/New_York) | Quinnipiac University, 370 Bassett Rd., North Haven, CT, 06473, United States

Rutgers University, New Brunswick, NJ - TPSU For Health Plan Fiduciaries
2026-08-19 08:00 - 14:00 (America/New_York) | Rutgers University Inn and Conference Center, 178 Ryders Lane, New Brunswick, NJ, 08901, United States

Hilton Garden Inn Nashville Brentwood, Brentwood, TN - Certified 401(k) Plan Fiduciary Program
2026-08-26 08:30 - 14:30 (America/New_York) | Hilton Garden Inn Nashville Brentwood, 217 Centerview Dr, Brentwood, TN, 37027, United States
