Excellent program! Was able to get a lot of great information, feedback and ideas in a short amount of time. I would definitely recommend attending, and I would even attend if they extended the program to a full day or 2 day seminar.
Customer | 5/17/2019
I attended a recent Fiduciary Education program and it was very informative. The presenters were very knowledgeable and overall setup was excellent. I am looking forward to attending more of their programs.
4Janica McEndollar, Human Resources Manager, Kozeny & McCubbin
Customer | 4/3/2019
I attended this 6 hour course yesterday and learned quite a bit about the responsibilities of a fiduciary. The presenter was knowledgeable and personable. I felt he was easily able to get the attention of the attendees and engage us in discussion. I liked the small group discussions and appreciated that they were divided by company size as we found there were several things we had in common for our businesses, plus that is a great way to network. A couple suggestions I have would be to include a sheet in the folder of acronyms as I know some us were not familiar with the 401(k) terms being discussed. Additionally, I think the program needs to be 30-60 minutes longer by adding in 10-15 minutes for a few of the sessions. Some sessions were rushed and breaks were shortened to accommodate. The timeline was very strict in order to get everyone out on time, which I appreciate not running over but feel could have been better utilized if the course was 7 hours from the beginning. As an attendee, with such heavy material, a minimum 15 minute break is ideal with 20-30 minutes for lunch. I did not like the working lunch and would have rather had the downtime to process all the covered material prior to meeting with individual groups.
5Sam Kantrowitz, Systems Analyst & HR Business Partner, Boca Raton Regional Hospital
Other | 3/27/2019
I recently attended a half day Fiduciary Education Program delivered by TPSU and found myself pleasantly surprised and interested in the informative content and the high level of engagement of the presenters and guest speakers. I highly recommend this provider, this session, and am looking forward to more of their content.
5Valerie Lawrence, VP Staffing, Accurate Placement
Customer | 3/18/2019
Very informative program. They were very good at keeping all of the attendees involved with the material and interacting with each other.
4Lina Nieves, Benefit Specialist, Craig Zinn Automotive Group
Other | 3/15/2019
They did an excellent job of engaging the attendees and making sure we all understood the material.
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