TPSU Brings Live Fiduciary Education to Dallas: Plan Sponsors Invited to the August 12th Training at SMU

From The Plan Sponsor University

July 16, 2025

Press Release

FOR IMMEDIATE RELEASE
Contact:
[email protected]
1-855-755-4015
www.TPSUniversity.com

TPSU Brings Live Fiduciary Education to Dallas: Plan Sponsors Invited to the August 12th Training at SMU

Dallas, TX – The Plan Sponsor University (TPSU) is proud to announce its upcoming Certified 401(k) Plan Fiduciary Training Program at the prestigious George W. Bush Presidential Center on the SMU Campus in Dallas, Texas , on Tuesday, August 12th, 2025 , from 8:30 a.m. to 2:30 p.m.

This no-cost, in-person event is part of TPSU’s national initiative to elevate fiduciary knowledge and retirement plan governance among plan sponsors and administrators.

Kimberly Ellis of Fisher Retirement Solutions will serve as the program’s Adjunct Lecturer, bringing deep industry experience and practical insight to local plan sponsors.
The agenda includes:

  • Session 1: Driving Employee Engagement
  • Session 2: Legislative Update: Secure 2.0 , led by Scott Kennedy – Nova 401(k) Associates
  • Session 3: Industry Panel Discussion featuring:
    • Cameron Barghi – Nova 401(k) Associates
    • Scott Kennedy – Nova 401(k) Associates
    • Alex Queen – Fisher Retirement Solutions
  • Session 4 (Working Lunch): What Is Working in Today’s 401(k) Plans?
  • Session 5: The Ideal Plan – Interactive Discussion with Alex Queen

Fred Barstein , TPSU Founder, will also deliver a welcome and provide insights on fiduciary best practices.

Attendees are eligible for up to 7 hours of CE credit . Breakfast and lunch will be provided. Registration is required and space is limited.

Location:
George W. Bush Presidential Center
SMU Campus
2942 SMU Boulevard
Dallas, TX 75205
The Cabinet Room

About TPSU:
Since 2013, The Plan Sponsor University (TPSU) has delivered live and online training to over 12,000 plan sponsors nationwide. TPSU’s mission is to equip fiduciaries with the education and tools needed to better manage retirement plans and improve outcomes for employees.

Register Today: www.TPSUniversity.com
Media Contact:
[email protected] | 1-855-755-4015

 

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