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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 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.

While most programs have the option to attend virtually, we encourage plan sponsor attendees to look for a program in their area to benefit from local professionals and peer interaction.


UPCOMING PROGRAMS:
Bryn Mawr, PA (Virtual) - Eastern Time - Wednesday, September 22, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - RETIREMENT READINESS – WHAT DOES IT ALL MEAN? ---- Session 2 - LOOK BELOW THE SURFACE
 

Milwaukee, WI (Virtual) - Central Time - Thursday, September 23, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - THE NEW PARADIGM OF FINANCIAL WELLNESS ---- Session 2 - HEALTHCARE IS NOT A SIX FIGURE WORD
 

Indianapolis, IN (Virtual) - Eastern Time - Tuesday, September 28, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - REWARDING RETIREMENT: FOCUS OF FIDUCIARY ---- Session 2 - WHAT YOU NEED TO KNOW ABOUT NEW PLAN CHANGES
 

Columbus, OH (Virtual) - Eastern Time - Thursday, September 30, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - OUTCOME BASED EDUCATION FOR PLAN SPONSORS ---- Session 2 - LOOK BELOW THE SURFACE
 

Los Angeles, CA (Virtual) Pacific Time - Tuesday, October 5, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - FIDUCIARY BEST PRACTICES DURING AND AFTER THE PANDEMIC ---- Session 2 - VISUALIZE YOUR RETIREMENT: TAKING PARTICIPANTS FROM VISION TO REALITY
 

Frederick, MD (Virtual) - Eastern Time - Thursday, October 7, 2021 8:30 AM - 12:00 PM

TOPICS: Session 2 - THE RETIREMENT CONUNDRUM
 

Phoenix, AZ (Virtual) - Arizona Time - Tuesday, October 12, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - CHALLENGES / SOLUTIONS ---- Session 2 - ENGAGING PARTICIPANTS FOR RETIREMENT READINESS
 

San Fernando Valley/Conejo Valley, CA (Virtual) - Pacific Time - Wednesday, October 13, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - OPTIMIZING RETIREMENT PLAN OUTCOMES ---- Session 2 - PREDICTING THE FUTURE OF YOUR 401(k) PLAN - incl. SECURE Act and SECURE Act 2.0
 

Washington University in St. Louis (Hybrid) - Tuesday, October 19, 2021 8:00 AM - 2:00 PM

TOPICS: Session 1 - REWARDING RETIREMENT: FOCUS OF FIDUCIARY ---- Session 2 - WHAT YOU NEED TO KNOW ABOUT NEW PLAN CHANGES
 

Dallas, TX (Virtual) - Central Time - Thursday, October 21, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - UNDERSTANDING FIDUCIARY RESPONSIBILITIES ---- Session 2 - PROVIDING PRUDENCE AND PARTICIPANT LOYALTY: A PLAN COMMITTEE DEFENDS ITSELF
 

Manchester, NH (Virtual) - Eastern Time - Wednesday, October 27, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - FIDUCIARY FUNDAMENTALS, RETIREMENT READINESS, AND IMPROVING PARTICIPANT OUTCOMES ---- Session 2 - LOOK BELOW THE SURFACE
 

University of Georgia (Hybrid) - Eastern Time - Thursday, October 28, 2021 8:00 AM - 2:00 PM

Location subject to change
 

San Jose, CA (Virtual) - Pacific Time - Thursday, November 4, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - MANAGING YOUR PLAN - EMPLOYER COMPLIANCE & EMPLOYEE SUCCESS
 

Florida Atlantic University (Hybrid) - Eastern Time - Tuesday, November 9, 2021 8:00 AM - 2:00 PM

Location subject to change
 

Virginia Tech - Arlington Campus (Hybrid) - Eastern Time - Wednesday, November 10, 2021 8:30 AM - 2:30 PM