TPSU Brings Fiduciary Education to Arizona State University on April 10, 2025

Press Release from The Plan Sponsor University

FOR IMMEDIATE RELEASE

TPSU Brings Fiduciary Education to Arizona State University on April 10, 2025

Tempe, AZ – The Plan Sponsor University (TPSU), a national leader in fiduciary education for retirement plan sponsors, is proud to host its next comprehensive training program on Thursday, April 10th, 2025, at Arizona State University, Memorial Union, La Paz.

This full-day educational event is designed for HR professionals, finance executives, and other fiduciaries who oversee employer-sponsored retirement plans. Attendees will gain valuable insights into improving participant outcomes, understanding regulatory changes, and strengthening their fiduciary oversight responsibilities.

Shawn West, C(k)P®, Founder and ERISA Director at CuraFin Advisors, will serve as the Adjunct Lecturer for the day, bringing years of expertise in retirement plan consulting and fiduciary standards.

Agenda Highlights:

  • Retirement Readiness & Participant Outcomes
    Led by Shawn West, C(k)P® – CuraFin Advisors
  • Keynote: SECURE 2.0 Plan Considerations
    Presented by Annie Messer – Pension Resource Institute
  • Panel Discussion with Industry Professionals
    Moderated by Shawn West, featuring:
    • Travis Jack – Metz CPA
    • Shawn Parker & Stargret Thompson – Matthews Gold Kennedy & Snow
  • Working Lunch Group Discussions:
    What’s Working and Not Working in Today’s 401(k) Plans
    Led by:
    • Rory Camardello – Harbor Capital Advisors
    • Matthew DeMarco – PIMCO
    • Brian Nocera – Voya Financial
  • Interactive Session: The Ideal Plan
    A collaborative discussion aimed at helping plan sponsors define and design their optimal retirement plan.

All attendees will receive the Certified 401(k) Plan Fiduciary (C(k)P®) Designation upon program completion.

Event Details:

Date: Thursday, April 10, 2025
Time: 8:30 a.m. – 2:30 p.m.
Location: Arizona State University, Memorial Union – La Paz, 301 E Orange St, Tempe, AZ 85281

About TPSU:

The Plan Sponsor University (TPSU) is a division of TRAU, Inc., providing employer-sponsored retirement plan fiduciaries with the education needed to properly oversee and manage their plans. With over 600 programs conducted nationwide, TPSU is the only independent training provider unaffiliated with any investment advisory or recordkeeping firm.

For more information or to register for an upcoming TPSU program, visit www.TPSUniversity.com.

Media Contact:
TPSU Registration
[email protected]
1-855-755-4015