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TPSU Schedule - Upcoming TPSU Programs
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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 virtual programs conducted by certified instructors. Since 2013, TPSU has conducted over 400 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.

While all programs are currently being held virtually, we encourage plan sponsors to look for a program in their area to benefit from local professionals and peer interaction.


UPCOMING PROGRAMS:
Milwaukee, WI - Central Time - Tuesday, September 22, 2020 8:30 AM - 12:00 PM

TOPICS: Session 1- SECURE ACT - WHAT YOU NEED TO KNOW ---- Session 2 - ELEVATING THE FINANCIAL WELLNESS DISCUSSION
 

Nashville, TN - Central Time - Wednesday, September 23, 2020 8:30 AM - 2:30 PM

TOPICS: Session 1 - MANAGING YOUR RETIREMENT PLAN - A FIDUCIARY HANDBOOK ---- Session 2 - 3(16): WHAT'S IN A PROVIDER? HOW TO ENSURE ADEQUATE COVERAGE AND VALUE
 

Santa Barbara, CA - Pacific Time - Tuesday, September 29, 2020 8:30 AM - 12:00 PM

TOPICS: Session 1 - DEMYSTIFYING 401(k) PLAN FEES, FIDUCIARY RESPONSIBILITIES AND AUDIT PROCEDURE ---- Session 2 - THE RISK ASSOCIATED WITH SIGNING THE 5500 FOR THE PLAN AND METHODS USED TO MITIGATE THAT RISK
 

Philadelphia, PA - Eastern Time - Wednesday, September 30, 2020 8:30 AM - 12:00 PM

TOPICS: Session 1 - FIDUCIARY RESPONSIBILITIES & IMPACT ON PARTICIPANT OUTCOMES ---- Session 2 - ADDRESSING THE ELEPHANT IN THE ROOM
 

Phoenix, AZ - Pacific Time - Thursday, October 1, 2020 8:30 AM - 12:00 PM

 
 

Irvine, CA - Pacific Time - Wednesday, October 7, 2020 8:30 AM - 12:00 PM

TOPICS: Session 1 - FIDUCIARY BEST PRACTICES DURING AND AFTER THE PANDEMIC
 

Sterling, VA - Eastern Time - Thursday, October 8, 2020 8:30 AM - 12:00 PM

 
 

Akron, OH - Eastern Time - Tuesday, October 13, 2020 8:30 AM - 12:00 PM

TOPICS: Session 1 - USING BEHAVIORAL FINANCE TO IMPROVE OUTCOMES ---- Session 2 - ESTABLISHING A GOVERNANCE PROCESS THAT INCLUDES ERISA, THE SECURE ACT AND FIDUCIARY DUTY
 

Denver, CO - Mountain Time - Wednesday, October 14, 2020 8:30 AM - 12:00 PM

TOPICS: Session 1 - MANAGING YOUR RETIREMENT PLAN - A FIDUCIARY HANDBOOK ---- Session 2 - ADDRESSING THE ELEPHANT IN THE ROOM
 

San Francisco, CA - Pacific Time - Wednesday, October 21, 2020 8:30 AM - 12:00 PM

 
 

San Jose, CA - Pacific Time - Wednesday, October 28, 2020 8:30 AM - 12:00 PM

 
 

Villanova, PA - Eastern Time - Thursday, November 5, 2020 8:30 AM - 12:00 PM

 
 

Portland, OR - Pacific Time - Tuesday, November 10, 2020 8:30 AM - 12:00 PM

 
 

Los Angeles, CA - Pacific Time - Wednesday, November 11, 2020 8:03 AM - 12:00 PM

 
 

Chicago, IL - Central Time - Tuesday, November 17, 2020 8:30 AM - 12:00 PM