TPSU Brings Fiduciary Education to Florida Atlantic University on August 20th

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

TPSU Brings Fiduciary Education to Florida Atlantic University on August 20th

Boca Raton, FL – The Plan Sponsor University (TPSU) is proud to announce its next in-person Certified 401(k) Plan Fiduciary Training Program , to be held at Florida Atlantic University on Wednesday, August 20th, 2025 , from 8:00 a.m. to 2:00 p.m. This no-cost training is designed specifically for retirement plan sponsors, HR professionals, and fiduciaries seeking to enhance their plan oversight and improve participant outcomes.

Shir McGettigan, C(k)PF®, Director of Employer-Sponsored Retirement Plans at HUB Retirement and Wealth Management , will lead the program as Adjunct Lecturer, sharing actionable insights and field-tested strategies.

Program Highlights Include:

• Session 1: The 10 Things You’re Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary
  Presented by Shir McGettigan – HUB Retirement and Wealth Management

• Session 2: Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights
  Presented by John Doyle – Capital Group / American Funds

• Session 3: Panel Discussion with Industry Professionals
  Moderator: Mitch Starr – HUB International
  Panelists include:

  • Paylocity

  • Hector Aguillila – Berkowitz Pollack Brant

  • Alex Kahn – flexPATH

  • Mike Shammon & Jim Gilligan – The Standard

  • Shir McGettigan – HUB Retirement and Wealth Management

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

  • Mica Fisher – Fidelity

  • Carlos Lopez & Lindsey Zimmerman – Principal

  • Charles Sosa – Capital Group / American Funds

  • Amy Thomas – Vanguard

• Session 5: The Ideal Plan – Interactive Discussion

The session will conclude with the awarding of the Certified 401(k) Plan Fiduciary (C(k)PF) Designation .

Why Attend?

• No cost to attend

• 6+ CE hours

• Peer networking with local professionals

• Breakfast (sponsored by Empower) & lunch (sponsored by Alliance Bernstein)

Register Today:
Seats are limited. Reserve your spot now at TPSUniversity.com

About TPSU:
Since 2013, The Plan Sponsor University has educated over 10,000 plan sponsors through its industry-leading live and virtual programs. TPSU’s trusted, independent curriculum empowers fiduciaries with the knowledge and confidence to navigate plan oversight and ensure better outcomes for participants.

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