TPSU - The Plan Sponsor University

🎉 Recap: Certified 401(k) Plan Fiduciary Program: Maryland 🎉 Yesterday, TPSU hosted a successful day of learning and networking at the Samuel Riggs IV Alumni Center at the University of Maryland, College Park. Attendees gained valuable insights into fiduciary responsibilities and strategies for optimizing their organization's retirement plans. 🌟 Key Highlights of the Program: Session 1 – Balancing Fiduciary Duties and Financial Wellness: The Pillars of a Perfect Retirement Plan Led by Adjunct Lecturer Kim Cochrane, QPA, TGPC, attendees explored the essentials of fiduciary duties and how financial wellness initiatives can enhance retirement outcomes. Session 2 – Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights This session focused on using behavioral insights to foster better decision-making among plan participants, enhancing their retirement readiness. Attendees were also able to earn HRCI and SHRM credits, gaining valuable professional development and practical insights for their roles as plan fiduciaries. Thank you to everyone who joined us and made this event a success! We look forward to continuing our mission of empowering plan sponsors through education. For those who couldn’t attend, check out our website for when we'll be in your area: https://lnkd.in/e4ZD_sPw #TPSU #FiduciaryEducation #RetirementPlanning #ProfessionalDevelopment #FinancialWellness #UniversityOfMaryland #SHRM #HRCI Jennifer Miller Eduardo Gimenez,CFP®, AIF® Dave Sargent, CFA Sarah Zaikowski Matt Buccigrosso Stephen Carrera John Uricchio CRPS® iC(k)P® AIF® Matt Vanaman, CFA Chad Stewart Marty Smith James Polito, CIMA®, C(k)P®, ARPC Daniel Kretz Rick Cortellessa Stephen Carrera Fred Barstein

#401ktvNews | 🚨 New IRS Guidance: Boosting Retirement Savings While Paying Off Student Loans 🚨 The IRS has issued guidance allowing employers to match student loan repayments with 401(k) contributions under the SECURE 2.0 Act. This innovative provision helps employees pay down debt and build their retirement savings simultaneously. Employers can now treat student loan payments like 401(k) deferrals, matching them with contributions to the employee’s retirement account. A win for financial wellness and retirement readiness! 💼💰 #StudentLoans #RetirementSavings #401k #SECUREAct #IRS #FinancialWellness #EmployerBenefits

📍Certified 401(k) Plan Fiduciary Program Highlights: Houston, TX 📍 Yesterday TPSU, delivered yet another impactful program, empowering plan fiduciaries with essential insights and tools for success! 🎓 Attendees delved into important topics such as The Role of the Retirement Plan Advisor and Legislative Updates on Secure 2.0, led by adjunct lecturer Kimberly Ellis, Head of Strategic Partnerships at Fisher Retirement Solutions. The discussions were lively, with fiduciaries gaining valuable insights to enhance their retirement plan management expertise. 💼 A big thanks to the team and everyone who contributed to making this session so impactful! 💪 Interested in joining us for our next program? Check out the upcoming dates on our website! 📅 Learn More Here: https://lnkd.in/e5NaTs-7 #TPSU #RetirementEducation #PlanFiduciaries #Houston #ProfessionalDevelopment #RetirementIndustry Russell Hooker Nathan Fisher Alex Queen Fred Barstein Jenny Dodson-Jenkins

📍 Certified 401(k) Plan Fiduciary Program Highlights: Indianapolis, IN 📍 Our recent TPSU session at Butler University was a huge success! 🎓 Attendees explored key topics like The Role of the Retirement Plan Advisor and Why Plan Sponsors Continue to Face Lawsuits & The Importance of Process, expertly presented by adjunct lecturer Zachary S. Chavira, C(k)P®, AIF®, Retirement Plan Lead Advisor at Donaldson Capital Management. A big thanks to everyone who participated and contributed to the dynamic discussions! It's always a pleasure seeing plan fiduciaries enhance their expertise in retirement management. 💼 Want to join us at our next event? Check out the upcoming programs on our website! 📅 Learn More Here: https://lnkd.in/e4ZD_sPw Fred Barstein | Jenny Dodson-Jenkins | Jay Killgore | Jeff Allen | Leeanne Lollar, CFP® | Andrew Payne #TPSU #RetirementEducation #PlanFiduciaries #ButlerUniversity #ProfessionalDevelopment #Indianapolis #RetirementIndustry

#401ktvNews | As fee compression reshapes the retirement landscape, major players are introducing innovative, cost-effective income solutions. With lower-cost annuities and competitive fee structures, asset managers are meeting the growing demand for guaranteed retirement income, making it crucial for advisors to stay ahead in this evolving market. #RetirementPlanning #Annuities #FeeCompression #FinancialAdvisors #IncomeSolutions #401k #RetirementIncome

📅 Save the Date! 📅 Join us on Wednesday, November 20, 2024, at Sacramento State University in Sacramento, CA, for our Certified 401(k) Plan Fiduciary Program. We're excited to have as our Adjunct Lecturer Sheldon Nix, RICP®, WMCP®, C(k)P®, QPFC®, from Exceed Wealth & Retirement Group, Inc., leading insightful sessions on key topics: TOPICS: Session 1: Proven Methods to Help Your Employees Visualize, Plan, and Reach Retirement Successfully Session 2: Stop Playing Mind Games What is Working in Today’s 401(k) Plans? 🕒 Time: 8:00 AM - 2:00 PM (Program starts promptly at 8:30 AM) 📍 Location: Harper Alumni Center, Sacramento State University, Capital Room 💼 Why Attend? Gain practical insights from industry leaders Network with other plan sponsors and professionals Earn SHRM and HRCI recertification credits Enjoy a complimentary breakfast Don't miss out on this opportunity to enhance your understanding and leadership in retirement plan management. Click the link to register now! 🔗 https://lnkd.in/ePehV45r For more information, contact Agnes Lastowska or Yany D. #RetirementPlanning #FiduciaryResponsibility #EmployeeBenefits #PlanSponsors #TPSU #SacramentoEvent Jonathan Young Blake Bandani, QKA, C(k)P®Matthew Fraisse Richard Merson, CFA, CFP®Zach Carstensen Christopher Dunham Danielle McDonald, MBA

📍 Certified 401(k) Plan Fiduciary Program Recap: Marquette University 📍 It was an insightful and engaging day at our recent TPSU program hosted on the campus of Marquette University in Milwaukee, WI! 🎓 Our plan fiduciaries had the opportunity to delve into critical topics like The Role of the Retirement Plan Advisor and Examining Retirement Income Solutions during sessions led by adjunct lecturer Todd Barden, CFP®, C(k)P® , Founding Partner at Great Lakes Retirement Plan Consultants. Special thanks to all who attended and actively contributed to the discussions. It's always inspiring to see industry professionals come together, enhancing their knowledge and leadership in retirement plan management. 💼 Want to join our next program? Check out our website to see where we’ll be next! 📅 Visit here: https://lnkd.in/e4ZD_sPw Fred Barstein Ned McNally Jonathon Dues Joe Fazio, CRPS®, RICP® Eric Milano, QPFC David (Dave) Bedrick Jim Lowery, CFS®, CRC® David Foley Greg Handrahan Luke Szafranski ARPC, CRPS #TPSU #RetirementPlans #PlanFiduciaries #ContinuingEducation #MarquetteUniversity #RetirementAdvisor #ProfessionalDevelopment

Yesterday, TPSU hosted a successful Certified 401(k) Plan Fiduciary Program at Endicott College’s Wylie Inn and Conference Center, Beverly, MA! 🙌 The event brought together plan fiduciaries for a day of insightful sessions led by our expert adjunct lecturer, Michaela F. Scott, MSFS, CFP, C(k)P®, and covered critical topics such as: ✅ Producing Outcomes & Staying Compliant ✅ Fiduciary Fundamentals – Demystifying Your Obligation to Retirement Plan Participants A big thank you to everyone who attended and contributed to the engaging discussions. If you missed this session, check our upcoming events or contact us to learn more about our programs. 📅 For future program details, visit: https://lnkd.in/e4ZD_sPw #TPSU #RetirementPlanning #FiduciaryEducation #401k Sue Walton Allen Ehling Ryan S. Fay Todd M. Mann, CIMA® Alan Valença, CFP®, CIMA®, RMA® Jeffrey Beauregard CRPS®, C(k)P® Seth Masters, Michael Pisano Dan Zibaitis Fred Barstein

🚨 Join Us for Our Fiduciary Education Program in #Richmond! 🚨 Ready to deepen your fiduciary expertise? Come join us on the campus of The University of Richmond for an in-depth education session where our Adjunct Lecturer will guide you through key topics, including: Session 1: Role and Responsibilities of Your Advisor and Advisor Team Session 2: Stop Playing Mind Games Our Fiduciary Education Program is designed for plan sponsors and advisors, helping you confidently navigate fiduciary duties and responsibilities. 📅 Date: Thursday, November 14, 2024 8:00 AM - 2:00 PM (Program begins at 8:30 AM) 📍 Location: University of Richmond Tyler Haynes Commons 270 Richmond Way, Alice Haynes Room Richmond, VA 23173 📚 Adjunct Lecturer: J. Cory Hoffer, MS, CIMA®, CFP®, President of Hermitage Wealth Management, Inc. Enjoy a complimentary breakfast, earn up to 7 CE credits, and network with peers. Secure your spot today! 🚀 For more information, contact Agnes Lastowska or Yany D. 👉 Register here: https://lnkd.in/dYbNZegr #FiduciaryEducation #RetirementPlanning #Networking #RetirementPlans #FinancialWellness #ContinuingEducation #PlanSponsors #ProfessionalDevelopment #FinancialPlanning #TPSU

🚨 Join Us for Our Fiduciary Education Program in Center Valley, PA! 🚨 Ready to deepen your fiduciary expertise? Come join us on the campus of #DeSales University for an in-depth Fiduciary education program. Our Program is designed for plan sponsors and advisors, helping you confidently navigate fiduciary duties and responsibilities. 📅 Date: Tuesday, November 19, 2024 8:00AM - 2:00PM (Program begins promptly at 8:30AM) 📍 Location: DeSales University DeSales University Center 2755 Station Avenue Center Valley, PA 18034 Commonwealth Room 📚 Adjunct Lecturer: Brendan P. Speers, AIF®, CPFA™, C(k)P® Partner | Director of Retirement Plan Services Legacy Planning Partners Enjoy a complimentary breakfast, earn up to 7 CE credits, and network with peers. Secure your spot today! 🚀 For more information, contact Agnes Lastowska or Yany D. 👉 Register here: https://lnkd.in/dvZmJDBC #FiduciaryEducation #RetirementPlanning #Networking #RetirementPlans #FinancialWellness #ContinuingEducation #PlanSponsors #ProfessionalDevelopment #FinancialPlanning #TPSU