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Event Details

    Half-Day Fiduciary Training Program

    Date: August 16, 2018, 8:00am – 2:00pm
    The Plan Sponsor University (TPSU)
    Wake Forest University- Charlotte Center
    200 N College Street, Suite 150
    Charlotte, NC 28202
    Room 124
    No Cost to Attend
    Event Type:
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    Top industry professional will be presenting a TPSU 401(k) live educational program in your area. The Mission of TPSU is to enable plan fiduciaries to improve their retirement plan through education and training. This half-day program covers essential topics pertaining to retirement plans leadership. TPSU welcomes HR professionals, benefit specialists, business owners and retirement plan committee members who serve in any of the following capacities for their company  retirement plan-Plan Fiduciaries, Plan trustees and Plan Administrators. After successfully completing their program an attendee will improve their understanding. After successfully completing their program an attendee will improve their understanding of: 


    ·         Responsibilities of Plan Fiduciary

    ·         Effective retirement management strategies

    ·         Plan improvements with a high impact  on plan outcomes

    ·         Behavioral finance solutions to improve retirement readiness

    ·         Key regulations- including the new DOL Rule 

    ·         Structure and oversight of retirement plan committee

    ·         Internal communication strategies


    401(k) Plans require special attention 


    What will you receive by attending?

    1.       Continuing education Credits- 5 SHRM PDCs/5.5 HRCI (general) credits

    2.       Certificate of Attendance

    3.       Complimentary access to the TPSU Learning Management System including the following topics:

    a.       ERISA

    b.      Fundamentals of 401(k) Plans

    c.       Understanding participant behavior

    d.      Retirement Plan Health

    e.      Retirement Readiness

    4.       Networking with colleagues responsible for retirement plans

    5.       Interaction with industry leaders

    6.       Breakfast and Lunch