TPSU - The Plan Sponsor University

?? TPSU Fiduciary Education Program Recap – Fordham University It was a full house of brilliant minds yesterday at Fordham University School of Law, where industry leaders and plan sponsors came together under the guidance of Adjunct Lecturer Burak N. Alpaslan, C(k)P?, CFP?, AIF? for an insightful day of peer-to-peer discussions and fiduciary education. ?? Key Takeaways from the Day: ? The evolving role of the retirement plan advisor ? Plan & participant trends shaping the future of retirement plans ? Industry panel discussion with top experts from T. Rowe Price, American Funds, and TransAmerica ? What’s working (and what’s not) in today’s 401(k) landscape A special thank you to our expert speakers and panelists for sharing their knowledge: ?? Speakers & Panelists: Burak Alpaslan, C(k)P? – Vital Planning Group Fred Barstein, C(k)P? – The Plan Sponsor University Sudipto Banerjee, Ph.D. - T. Rowe Price Monica Elvira – T. Rowe Price Jason Carlough – American Funds/Capital Group Mark Cywin, QKA – TransAmerica Robin Mellen (Coggins) – Paylocity Roy C. Bentzen, CRPC?, GFS?, AIF? – Fisher Investments Will Blackall , C(k)P? CPFA? – MFS Investments Bryan Blankenship - Capital Group Liam Grubb, CFA, CAIA – Franklin Templeton James Lagace – Fidelity Institutional A huge thank you to all attendees for your engagement and contributions—looking forward to the next TPSU session! #TPSU #401k #FiduciaryEducation #PlanSponsors #RetirementPlans #FinancialWellness #RetirementLeadership

?? TPSU Fiduciary Education Program Recap – Arlington, VA Yesterday, Virginia Tech – Arlington Campus became a hub for retirement plan innovation as we gathered for an insightful TPSU Fiduciary Education Program. From behavioral finance strategies to optimizing retirement outcomes, our expert speakers delivered valuable takeaways for today’s plan sponsors. ?? A special thank you to our incredible speakers & panelists: Fred Barstein, C(k)P? – The Plan Sponsor University Colin Clark MBA C(k)P? AIF? CPFA CBFA, – HUB Retirement & Wealth Management Jonathan Young – American Funds / Capital Group Thomas R. Leverone, C(k)P, CPFA, ChFC?, CLTC, M.Ed.? – HUB Retirement & Wealth Management (Moderator) Kellen M. Foley, CFA – FlexPath Glenn Godin – American Century Brian Lynch – Pentegra David Norris – T. Rowe Price James Fallon - Morgan Stanley Matt Vanaman, CFA – PIMCO ?? Check out the highlights! Thanks to everyone who joined the conversation—your engagement and insights continue to shape the future of fiduciary excellence. See you at the next TPSU session! ?? #TPSU #401k #FiduciaryEducation #PlanSponsors #RetirementReady #BehavioralFinance #FinancialWellness

#401ktvNews |?Misinformation is everywhere! ?? 71% of financial advice on social media is misleading, yet 80% of young adults rely on it. Employers & advisors—it's time to provide credible, expert-backed financial education! ???? #FinancialLiteracy #RetirementPlanning #KnowTheFacts #TPSU #FiduciaryEducation

?? 401k Café is Back! ?? Join us on April 2nd, 12:00 - 12:30 PM ET for "What You Don’t Know Could Hurt You" – a quick, insightful session for fiduciaries and plan sponsors to stay ahead of compliance risks. Learn key oversight strategies, best practices, and critical fiduciary updates because what you don’t know could hurt you! ?? Plus, get a digital gift card just for attending! How It Works: 1?? Register 2?? Attend the live webinar 3?? Receive your digital gift card within 48 hours of attendance. Don’t miss this opportunity to enhance your fiduciary knowledge and earn a reward! Register now: https://lnkd.in/eKd3wxzH Cindi Cohn Miguel Dorsan Jenny Dodson-Jenkins

?? TPSU Fiduciary Education Program Recap – Atlanta, GA What an incredible day at Invesco Ltd. Corporate Headquarters for our latest TPSU Fiduciary Education Program! A huge thank you to everyone who joined us—your energy, engagement, and thoughtful discussions made this session truly impactful. We covered the role of the advisor, retirement and healthcare litigation, financial wellness strategies, and industry trends, with valuable insights from some of the best minds in the field. A special shoutout to our amazing adjunct lecturer, speakers and panelists who made this event a success: ?? Speakers & Panelists: Shelly Horwitz – World Investment Advisors, LLC Miguel Dorsan – The Plan Sponsor University Jodi L. Green, Hillman & Powell Cynthia Ventura – Fidelity Investments James Vanke, CPA, AIF ? – World Investment Advisors, LLC (Moderator) DALE KORMAN, CFP?, CIMA? – Harbor Capital Sara Lowery, CIMA?, CRPC? – Nuveen Brian Munn, CFP?, CRPC?, AIF?, C(k)P? – American Century Douglas Shannon – T. Rowe Price Lauren Top - State Street Mark Conroy CIMA? AIF? – Franklin Templeton Chris Minton – Federated Hermes Tim Reuling – Allspring Amy E. Thomas MBA - Vanguard Thank you to all who attended and contributed to the conversations that help shape stronger, more informed fiduciary leaders. Looking forward to the next program—stay tuned! ?? Check out the highlights! Visit our website to see when we'll be in your area:https://lnkd.in/e4ZD_sPw #TPSU #401k #FiduciaryEducation #PlanSponsors #RetirementPlans #FinancialWellness

Psst! Here are some quick secrets to boost 401k plan engagement: 1. Automatic Enrollment: Automatically enroll employees to increase participation. 2. Personalized Communication: Tailor messages to highlight personal benefits. 3. Incentives: Offer rewards like wellness perks or financial coaching. 4. Simplify the Process: Use simple language and limit investment options. 5. Education: Host fun workshops or webinars to teach saving tips. 6. Behavioral Nudges: Set higher default contribution rates and auto-escalation. 7. Celebrate Milestones: Recognize savings achievements to motivate employees. 7. Leverage Peer Influence: Encourage employees to share their positive experiences. These strategies make engagement easier and more rewarding! #401kEngagement #RetirementPlanning #FinancialWellness #EmployeeBenefits #InvestInYourFuture #RetirementReady https://lnkd.in/eBv_njrB

?? TPSU Fiduciary Education Program Recap – Villanova University Another impactful session in the books! Today at Villanova University, plan sponsors and industry experts came together for a deep dive into fiduciary best practices, 401(k) plan optimization, and error prevention strategies. A huge thank you to our outstanding speakers and panelists for sharing their insights: ?? Adjunct Lecturer, Speakers & Panelists: Derek Fiorenza - CFP?, C(k)P? – Summit Group Retirement Advisors Jenny Dodson-Jenkins – TPSU - The Plan Sponsor University Michael Cook - Groom Law Firm, P.C. Maria Hurd, CPA – Belfint Lyons Shuman Roy C. Bentzen, CRPC?, GFS?, AIF? – Fisher Investments Matt Leeper PPC? – Capital Group / American Funds Glenn Macdonald, CFP? – New York Life Matthew May - Fidelity Investments James Polito, CIMA?, C(k)P?, ARPC – Nuveen Anthony Fiorenza Group Retirement Planners Nancy Tassiello Gerstner – Franklin Templeton Brendan K. – North Square Investments Jordan McLain – T. Rowe Price Justin Muni, CFA, CFP? – JP Morgan ?? Swipe through the highlights! Thank you to everyone who attended and engaged in these critical discussions. Looking forward to the next TPSU session! Visit: https://lnkd.in/e4ZD_sPw to learn more! #TPSU #401k #FiduciaryTraining #RetirementPlans #PlanSponsors #FinancialEducation #FiduciaryResponsibility Fred Barstein

?? TPSU Fiduciary Education Program Recap – Quinnipiac University Yesterday’s program was a huge success! We gathered with plan sponsors and industry leaders to dive into best practices for retirement committees, employee financial wellness, and the latest DC trends. ?? Key Takeaways: ? How plan sponsors can enhance employee financial wellness ? Industry trends shaping 401(k) plan strategies ? Insights on DC plan design and fiduciary best practices ? Interactive discussions on what’s working (and what’s not) in today’s retirement plans ?? A special thank you to our incredible adjunct lecturer, speakers & panelists: Michael Del Re, III – Prime Capital Financial, Fred Barstein, C(k)P? – The Plan Sponsor University Jania Stout, C(k)P? – Prime Capital Financial, Retirement and Wellness Robert Hunt – Fidelity Investments Andrew Laskowski – Capital Group / American Funds Michael Smoots, J.D., AIF?, J.D. – Prime Capital Financial Alan Valen?a, CFP?, CIMA?, RMA? – T. Rowe Price John Doyle – Capital Group / American Funds Paul Giovanniello, CIMA CETF – Calamos Funds Keith Neal – MFS ?? Check out the highlights! Visit our website to see when we'll be in your area: https://lnkd.in/e4ZD_sPw #TPSU #401k #RetirementPlans #FiduciaryEducation #PlanSponsors #FinancialWellness

#401ktvNews |?Financial literacy can’t wait! ?? Over 50% of young adults lack key money skills, and many delay retirement savings until 30 or even 40. Employers & advisors—let’s bridge the gap! ???? #FinancialLiteracy #RetirementReadiness #PlanForTheFuture

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