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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:
Boca Raton, FL - Eastern Time - Wednesday, May 19, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - FINANCIAL WELLNESS ---- Session 2 - TOP DEFINDED CONTRIBUTION TRENDS & DEVELOPMENTS
 

San Fernando Valley/Conejo Valley, CA - Pacific Time - Thursday, May 20, 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
 

Philadelphia, PA - Eastern Time - Tuesday, May 25, 2021 8:30 AM - 12:00 PM

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

Atlanta, GA - Eastern Time - Wednesday, May 26, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - FINANCIAL WELLNESS ---- Session 2 - MODERNIZING THE QUALIFIED DEFAULT INVESTMENT ALTERNATIVE (QDIA) LANDSCAPE
 

Portland, OR - Pacific Time - Tuesday, June 8, 2021 8:30 AM - 12:00 PM

TOPICS: Session 1 - THE FIDUCIARY ANTHEM - ARE YOU SINGING ALL FOUR VERSES ---- Session 2 - BEING INTENTIONAL WITH YOUR RETIREMENT PLAN
 

Annapolis, MD - Eastern Time - Thursday, June 10, 2021 8:30 AM - 12:00 PM

TOPICS - Session 1 - THE CHANGING LANDSCAPE OF RETIREMENT PLANS ---- Session 2 - EVOLVING WORKSCAPE (MIT Age Lab Study)
 

Memphis, TN - Central Time - Wednesday, June 16, 2021 8:30 AM - 12:00 PM

 
 

Long Island, NY - Eastern Time - Thursday, June 17, 2021 8:30 AM - 12:00 PM

 
 

Oklahoma City, OK - Central Time - Tuesday, June 29, 2021 8:30 AM - 12:00 PM