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Virtual Fiduciary Training Program: Sponsored by The Plan Sponsor University

  • 09/01/2020
  • 8:30 AM
  • 09/02/2020
  • 12:00 PM
  • Virtual


Virtual 3-Hour Fiduciary Training Program

Top industry professionals will be presenting a 401(k) & 403(b) virtual educational program.  The mission of TPSU is to enable plan fiduciaries to improve their retirement fund through education and training.  This half-day program covers essential topics pertaining to retirement plan leadership.  TPSU welcomes HR professionals, benefits specialists, business owners, and retirement plan committee members who serve in any of the following capacities for their own company retirement plan--Plan Fiduciaries, Plan Trustees, and Plan Administrators.  After successfully completing this Program, an attendee will improve their understanding of

  • Responsibilities of a Plan Fiduciary
  • Effective retirement management strategies
  • Plan improvements with a high impact on plan outcomes
  • Behavioral finance solutions to improve retirement readiness
  • Structure and oversight of a retirement plan committee
  • Internal communication strategies

Attendees will receive:

  1. 3 SHRM PDCs / 3 HRCI (General) Continuing Education Credits
  2. Certificate of Attendance
  3. Complimentary access to the TPSU Learning Management System including the following topics:
  • Fundamentals of 401(k) Plans
  • Understanding participant behavior
  • Retirement plan health
  • Retirement readiness



Tuesday & Wednesday, Sept. 1 AND Sept 2, 8:30am - 12:00pm ET


ONLINE: www.TPSUniversity.com and proceed to the Program Schedule tab.  Select your program and register with "2020SP"

CALL: 855-755-4015 and select Option 2.

For more information, go to www.TPSUniversity.com or contact Marc Lester at marc@TPSUniversity.com


Chris Thixton, C(k)P

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