The Plan Sponsor University Brings Certified 401(k) Plan Fiduciary Program to Rollins College on June 3, 2025
Winter Park, FL — The Plan Sponsor University (TPSU) is excited to announce its upcoming Certified 401(k) Plan Fiduciary Program at Rollins College on Tuesday, June 3, 2025 . This exclusive half-day program is tailored to retirement plan fiduciaries looking to strengthen their knowledge, oversight practices, and compliance strategies.
Program Details:
📅 Date: Tuesday, June 3, 2025
🕗 Time: 8:00 AM – 2:00 PM (Program begins promptly at 8:30 AM)
📍 Location:
Rollins College
Faculty Club – Faculty Club Room
1000 Holt Ave, Winter Park, FL 32789
🎓 Adjunct Lecturer:
Sue Perez, C(k)P®, QPFC
First Vice President, Financial Advisor – Wells Fargo Advisors
With decades of experience in retirement planning, financial consulting, and fiduciary education, Sue Perez brings a deep understanding of plan design, sponsor education, and regulatory trends. She is committed to helping fiduciaries improve outcomes and manage their plans with clarity and care.
Why Attend?
✔️ Understand the evolving role of the advisor in fiduciary oversight
✔️ Learn about governance, investment strategies, and compliance risks
✔️ Network with peers and learn from a seasoned industry expert
✔️ Earn continuing education credits (HRCI & SHRM pre-approved)
Eligibility:
Open to professionals who serve as fiduciaries for their organization’s retirement plan.
Note: This program is not affiliated with or endorsed by the host institution.
📩 Contact:
The Plan Sponsor University
📧 [email protected]
📞 855-755-4015 (option 2)
