The Plan Sponsor University

03/26/2025

🚨 401(k) Café is Back! ☕️
Join us on Wednesday, April 2nd, from 12:00 – 12:30 PM ET for a quick, insightful 30-minute session on the latest fiduciary best practices, compliance updates, and tips to protect your plan—and your people!
🎤 Speaker: Fred Barstein, CEO & Founder of TPSU
Why You Should Attend:
✅ Get expert insights from a leading fiduciary voice
✅ Learn best practices for retirement plan oversight
✅ Engage in a live Q&A
✅ Receive a digital gift card for attending 🎁
How It Works:
1️⃣ Register below
2️⃣ Join us live on April 2nd
3️⃣ Receive your digital gift card after the session
📅 Secure your spot now and get your calendar invite + webinar link: https://us06web.zoom.us/meeting/register/n8972d9tTVmAwtUlqnM1tg

03/24/2025

📢 What is TPSU? Helping Plan Sponsors Stay Informed & Compliant 🎓

Did you know that 10,000+ plan sponsors have participated in The Plan Sponsor University (TPSU)?

At TPSU, we provide essential fiduciary education to help plan sponsors navigate their 401(k) responsibilities, improve plan oversight, and ensure compliance. Our interactive sessions bring industry experts and peers together to share best practices, strategies, and real-world solutions.

📅 Join an upcoming session and see why so many plan sponsors trust TPSU!

🔗https://www.tpsuniversity.com/events/

03/25/2024

🌟 Are you equipped to navigate the complexities of fiduciary duties as an HR professional?

Elevate your fiduciary knowledge with the Certified 401(k) Plan Fiduciary Program at Nova Southeastern University. Engage in peer-to-peer learning alongside industry peers at no cost.

Join us on March 27th from 8:00 am - 2:00 pm for an enriching experience led by top industry professionals. 📈

Unlock your potential with sessions covering everything from fiduciary focus to practical retirement planning. The program starts promptly at 8:30 am, so arrive early to network over a complimentary breakfast. 🍳

📍 Location: Nova Southeastern University, Alvin Sherman Library, 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL 33314, The Gallery Room - Second Floor. 🚀
SHRM, HRCI, and designated attendees will earn 5 CE Credits for attending this complimentary session.

You may sign-up for the program here: https://lnkd.in/ecXAjatf

Questions or additional details please contact: Yany D or Agnes Lastowska

[email protected]
Phone: 1-855-755-4015

Adjunct Lecturer Presenting:
Shir Keidan McGettigan FSCP®, AIF®, CPFA®, C(K)P®, NQPA
BLS Wealth Management, a HUB International Company

The Plan Sponsor University – Agenda
The C(k)PF / The Certified 401(k) Plan Fiduciary Designation
8:00 – 8:30 Breakfast /
Registration
Registration & Sign-in
8:30 – 8:50 Introduction

Introduction to The Plan Sponsor University
Fred Barstein, C(k)P – The Plan Sponsor University

Presentation by Adjunct Lecturer
8:50 – 9:50 Session 1
Promoting Plan Success

9:50 – 10:05 Break

10:05 – 10:50 Session 2

Keynote Presentation
Look Below the Surface
American Funds – Tony Cannon

Panel Discussion with Industry Professionals
Moderator: Shir Keidan McGettigan
Panelists:
Joseph Edmonds – T. Rowe Price
Jim Gilligan – The Standard
Todd Howard – MassMutual
Greg Libby – Fidelity Investments
Carlos Lopez – Principal Financial Group

11:35 – 11:50 Break
Pick up your Lunch

11:50 – 1:15 Session 4 (Working Lunch)
What is Working in Today’s 401(k) Plans?
What is Not Working in Today’s 401(k) Plan?

Group Discussion Leaders:
Jennifer Hinrichsen, CLU®,ChFC® & Cameron Eck – Empower
Perry Lazarus
Kristin Rossavik, AIF® – Ascensus
Lauren Top - Golman Sachs

1:15 – 1:45 Session 5
The Ideal Plan - Interactive Discussion – sponsored by JP Morgan
1:45 – 2:00 Closing
The C(k)PF Designation and Closing Statements
Agenda is Subject to Change

11/22/2023

As we approach Thanksgiving, we reflect on the many blessings we've received throughout the year, and we want to extend our sincerest thanks to you, our esteemed supporters of TPSU - The Plan Sponsor University, TRAU - The Retirement Advisor University, and 401kTV.

Your support has played a pivotal role in our mission to advance excellence in fiduciary education. We appreciate your service, and we look forward to continuing our journey together.

May your Thanksgiving be filled with joy, gratitude, and the company of loved ones

Warm regards,
Fred

Fred Barstein, JD, C(k)P
Founder & CEO TRAU|TPSU|401kTV
Contributing Editor | WealthManagement.com’s RPA Edge
[email protected]

11/14/2023

Retirement planning has become a pressing concern in recent years, with many Americans facing inadequate savings for their post-career years. This concern is especially pertinent for Generation X, which is notably under-saved for retirement. On the flip side, there’s a growing need to ...

Read more: https://401ktv.com/personalization-bridges-retirement-savings-gap-multigenerational-workforce/

Retirement planning has become a pressing concern in recent years, with many Americans facing inadequate savings for their post-career years.

11/07/2023

With job openings 40% higher than pre-pandemic levels, job seekers have the upper hand when choosing opportunities. This trend emphasizes the importance for employers to offer more than just a good salary to attract and retain top talent. To stand out and meet employees’ needs, companies should...

With job openings 40% higher than pre-pandemic levels, job seekers have the upper hand when choosing opportunities. This trend emphasizes the

11/03/2023

Adjunct Lecturer Jeffrey Fountain, AIF®, CFS®, C(k)P®, CPFA™, RBJ Wealth Management led yesterday's TPSU - The Plan Sponsor University session in Timonium, MD.

The audience of plan fiduciaries who serve as a plan fiduciary for their company's retirement plan received retirement plan industry insights and updates from various retirement plan professionals covering a broad spectrum of issues, ideas and new proposed legislation.

One of the highlights of the event was the group discussion: What Is and Is Not Working in Today's 401(k)Plan? The group discussion leaders were David Frost, OneAmerica and Charles Reichelt, John Hancock.

Attendees, after completing their half-day program — and earning 5️⃣ CE credits for various Accounting, HR and Payroll associations — with the highly skilled and certified TRAU - The Retirement Advisor University adjunct lecturer, program attendees may take online courses to further their knowledge base.

For more details and to sign-up for a complimentary class near you click here: https://lnkd.in/ewef_5-c

You can also contact: Yany D or Agnes Lastowska

10/30/2023

https://401ktv.com/embracing-artificial-intelligence-in-retirement-plans-is-imperative/

Artificial intelligence (AI) has emerged as a transformative force, offering numerous opportunities to enhance efficiency, accuracy, and

10/23/2023

Writing for 401kTV Fred Barstein suggests a recent article published in Employee Benefit News sheds light on the financial predicament faced by Generation X.

This generation, born between 1965 and 1980, is often referred to as the “sandwich generation” because they are caught between caring for their aging parents and supporting their own children. Unfortunately, this dual responsibility often leaves little room for adequate retirement savings.

The article highlights results from a recent Prudential Financial survey, which found that a staggering 35% of Gen Xers have less than $10,000 saved for retirement. The data suggests that many individuals in this age group are at risk of facing financial insecurity in their later years.

Employers should take these survey findings as a call to action, recognizing that supporting employees’ financial wellness is not just a matter of altruism but an essential business imperative. Employees who fail to accumulate adequate savings for retirement may remain on the payroll for longer, potentially incurring additional costs for employers as they age, such as increased health insurance premiums and medical claims.

https://401ktv.com/personalization-bridges-retirement-savings-gap-multigenerational-workforce/

Retirement planning has become a pressing concern in recent years, with many Americans facing inadequate savings for their post-career years.

10/19/2023

Tuesday's TPSU - The Plan Sponsor University session led by Adjunct Lecturers Kim Cochrane, QPA, TGPC and Eduardo Gimenez,CFP®, AIF® from HUB International was held on the campus of the University of Maryland.

Plan Sponsors and Human Resources Professionals were treated to Kim's presentation: "The Next Level Fiduciary – What You Can do as a Plan Sponsor to Help Your Employees Get Retirement Ready".

Mike Dullaghan, AIF®, Putnam Investments delivered an extremely informative and insightful keynote address titled: "Planning For Healthcare and Engaging Multiple Generations of Employees".

Ed led a panel discussion on recent developments in the retirement plan industry made up of retirement plan industry professionals: Robert Lee, J.P. Morgan, Matt Buccigrosso, Guggenheim Investments, Denise D'Antuono, Lincoln Financial Group, Tim Harkleroad, CRPS®CRPC®AIF®, Amundi, David Norris, T. Rowe Price, Robert Janisko, The Standard.

An interactive discussion was held on "The Ideal Plan". Those in attending this complimentary session earned 5 hours of CE Credit - SHRM, HRCI, APA.

If you are interested in attending one of the TPSU sessions near you please click here: https://lnkd.in/ewef_5-c

10/17/2023

Last week's TPSU - The Plan Sponsor University session on the campus of UCLA was moderated by Adjunct Lecturer Rick Unser, Creative Planning Retirement Services. Rick presented on the topic of Fiduciary Review which was followed by Tom Armstrong, Voya Financial delivering the keynote on Fiduciary Decision Making through Behavioral Finance.

Plan sponsor attendees, earned 5 CE Credits - SHRM, HRCI, APA - and listened to a panel discussion moderated by Rob Whited, Creative Planning Retirement Services with panelists Christopher Castro, Transamerica, Rick Unser and David Wilkins, Fidelity Investments. Panelists dug deep into Plan Sponsor Peers: Compliance/Admin, HR, and Legal Professional.

Scott M. Adams, Transamerica, Staci Baker, J.P. Morgan, Mike Foy, CFP®, Putnam Investments, Benjamin Leger CFA ®, Fidelity Investments,Sam Mielnik, American Century Investments, Dayla C., T. Rowe Price and Michele Giangrande were our group discussion leaders and led a lively session covering what is and isn't working in today's 401(k) plans?

If you would like more information about the TPSU complimentary half-day program please visit us at; www.tpsuniversity.com