TPSU Hosts Certified 401(k) Fiduciary Training at Rice University

From The Plan Sponsor University

July 16, 2025

Press Release

FOR IMMEDIATE RELEASE
August 26th, 2025

TPSU Hosts Certified 401(k) Fiduciary Training at Rice University

Houston, TX — The Plan Sponsor University (TPSU) will host its in-person fiduciary training program on Tuesday, August 26th, 2025 , at Rice University , providing plan sponsors, HR professionals, and retirement committee members with critical fiduciary education.

The session will run from 8:00 a.m. to 2:00 p.m. CST and take place at the Rice Memorial Center – Farnsworth Pavilion . Attendees will receive comprehensive training on fiduciary responsibilities under ERISA and gain strategies to improve participant outcomes and plan oversight.

Adjunct Lecturers Presenting:

  • Jania Stout , President, Retirement & Wellness

  • Robert Massa , Managing Director
    ( Prime Capital Financial )

Agenda Highlights Include:

  • Session 1 – The Role of the Advisor presented by Jania Stout & Robert Massa

  • Keynote Presentation by Mike Dullaghan , Franklin Templeton

  • Panel Discussion: “Next Year’s Ideas Today” featuring industry leaders from BlackRock, MFS, American Century, and State Street

  • Working Lunch Roundtable: “What’s Working & What’s Not in Today’s 401(k) Plans” with discussion leaders from SEI Trust, Schwab, PIMCO, Empower, Vanguard, and more

  • Session 5 – The Ideal Plan – An Interactive Discussion

  • Attendees will earn the Certified 401(k) Plan Fiduciary (C(k)PF) Designation

Breakfast, lunch, and all materials are provided. The event is free of charge , and seating is limited to qualified plan sponsors and fiduciaries.

To register or learn more, visit: www.TPSUniversity.com

Contact:
The Plan Sponsor University
📧 [email protected]
📞 1-855-755-4015

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