TPSU to Host Virtual Fiduciary Training on August 13th, Empowering Plan Sponsors Nationwide

From The Plan Sponsor University

July 16, 2025

Press Release

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


TPSU to Host Virtual Fiduciary Training on August 13th, Empowering Plan Sponsors Nationwide

Jupiter, FL – The Plan Sponsor University (TPSU) invites retirement plan sponsors and fiduciaries to attend its upcoming Virtual Certified 401(k) Plan Fiduciary Training Program on Wednesday, August 13th, 2025 , from 8:30 a.m. to 12:00 p.m. EST .

This no-cost virtual event delivers real-world education to help plan sponsors fulfill their fiduciary responsibilities and optimize plan outcomes for participants.

Shelly Horwitz, C(k)P® , Managing Director at World Investment Advisors , will serve as Adjunct Lecturer, leading discussions on today’s most pressing fiduciary topics, including:

  • Session 1: 5 Key Focus Areas for Plan Sponsors in 2025

  • Session 2: Keynote Presentation – Target Date Suitability or Navigating Secure 2.0 Legalities
    Featuring Jennifer Miller of Capital Group / American Funds

  • Session 3: Retirement Income Solutions Panel
    Moderated by Shelly Horwitz , with panelists:

    • Sara Lowery – Nuveen

    • Lauren Top – State Street Global Advisors

  • Session 4: The Ideal Plan – Interactive Discussion

Fred Barstein , Founder of TPSU, will open the program with an introduction to TPSU’s nationally recognized fiduciary education model.


Why Attend?

  • Gain actionable insights from seasoned professionals

  • Earn your C(k)PF Designation

  • Learn how to better support your participants' retirement readiness

  • Stay current on evolving fiduciary standards and regulations


How to Register:
Visit TPSUniversity.com to secure your spot. Space is limited and registration is required.


About TPSU:
Since 2013, The Plan Sponsor University (TPSU) has educated over 10,000 plan sponsors through live and virtual training programs. As an independent, provider-neutral organization, TPSU equips fiduciaries with the knowledge and tools needed to improve retirement outcomes for American workers.


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

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