TPSU to Host Fiduciary Training Program at North Carolina State University on August 19th

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

TPSU to Host Fiduciary Training Program at North Carolina State University on August 19th

Raleigh, NC – The Plan Sponsor University (TPSU) will host an in-person Certified 401(k) Plan Fiduciary Training Program at NC State Park Alumni Center on Tuesday, August 19th, 2025 , from 8:00 a.m. to 2:00 p.m. This no-cost educational event is designed for retirement plan sponsors, committee members, HR professionals, and fiduciaries who want to better understand their responsibilities and improve outcomes for their organizations and plan participants.

Andy Ingram , Lifestyle Plan Consultant at Capital Investment Company of Virginia , will serve as the Adjunct Lecturer for the day, delivering actionable insights tailored to the needs of today’s plan sponsors.

Program Agenda Includes:

• Session 1: The Role of the Advisor
  Presented by Andy Ingram – Capital Investment Company of Virginia

• Session 2: Keynote Presentation
  Featuring Jonathan Young – Capital Group / American Funds

• Session 3: Industry Panel Discussion
  Moderator: Andy Ingram
  Panelists:

  • Hunter DeHart – Paylocity

  • James Holland – Millennium Investment & Retirement Advisors LLC

  • Paul Villeneuve – 401GO

• Session 4 (Working Lunch):
  What’s Working and Not Working in Today’s 401(k) Plans?
  Group Discussion Leaders:

  • Jennifer Bryant – Pension Assurance

  • Mark Robinson & Joe Edmonds – T. Rowe Price

  • Matthew Stubblefield – Allianz

  • Sarah Zaikowski – Vanguard

• Session 5: The Ideal Plan – Interactive Discussion

The day concludes with the awarding of the Certified 401(k) Plan Fiduciary (C(k)PF) Designation .

Why Attend?

• No cost to attend

• 6+ CE hours

• Networking with local industry experts

• Complimentary breakfast & lunch sponsored by Allianz

Registration:
Register now at TPSUniversity.com to secure your seat. Space is limited.

About TPSU:
TPSU has delivered fiduciary education to over 10,000 plan sponsors across the country through in-person and virtual programs. Backed by a faculty of experienced retirement plan advisors, TPSU empowers fiduciaries to confidently navigate their responsibilities under ERISA and support their participants’ financial wellness.

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