Carla Lomack, Consultant, Class Management Group
Other | 10/3/2024
I recently had the opportunity to attend an exceptional TPSU event which helps consultants like myself to deliver superior products and resources to our clients. From the moment I arrived, it was clear that this was more than just a typical industry gathering; it was a hub of innovation, collaboration, and learning. The event featured a diverse lineup of speakers, each sharing their expertise and insights on emerging trends and tools that can transform consulting practices. I was particularly impressed by the sessions that highlighted cutting-edge technologies and methodologies, which sparked new ideas for how I can better serve my clients. The practical workshops allowed for hands-on experience with various resources, making it easy to visualize how these tools could be integrated into my offerings. Networking was another highlight of the event. Engaging with industry colleagues provided fresh perspectives and the chance to exchange best practices. Overall, this event was a game changer for me. I feel more equipped and inspired to offer innovative solutions and resources that will enhance my clients' experiences. I highly recommend attending this event to any consultant looking to elevate their practice and stay ahead in an ever-evolving industry.
Sarah Staley HR Director, Wycliffe Golf & Country Club
Other | 9/25/2024
I had an excellent experience at the TPSU event! The content and speakers were engaging, and I loved the group discussions as well. In addition, the food was amazing. They really put on a wonderful event from start to finish that exceeded by expectations. It's also worth mentioning the incredible guitarist they had performing live during the event! I mean, wow! You outdid yourself TPSU! Can't wait for the next event.
Emily Gilbert, Director, Benefits, Shedd Aquarium
Customer | 9/25/2024
Awesome training and a great way to connect with local colleagues in similar situations. I would highly recommend this training to anyone who is involved in a 401k plan.
Sandra Hardeman Prince William County Schools
Other | 9/20/2024
Excellent training and content for anyone in the industry. Highly recommended!
Sabrina Boothe, HR Manager, Clark Land Resources, Inc.
Customer | 8/29/2024
Personally, I welcome opportunities to participate in TPSU's Fiduciary Educational events. It is beneficial to connect with colleagues who have similar responsibilities and challenges. The host and the instructors are highly qualified, and the topics covered are current and relevant. They are all approachable and want to respond to your questions. As a result of this experience, I believe I've become more effective in my role as an HR Manager for a small company by applying what I learned. I highly recommend these events to others looking to improve their skills and better fulfill their fiduciary duties for 401(k) Plan sponsors.
Susan Gallop, HR Manager, Trans-Bridge Inc.
Customer | 6/14/2024
I attended the Fiduciary Education Program on at DeSales University in Center Valley, PA. I was extremely pleased to find that not only were the presenters top notch, but also there was no sales pitch. The speakers represented very reputable financial firms. The presentations provided enough detail to allow novice fiduciaries to gain a solid foundation, while allowing more experienced professionals to gain greater depth of knowledge. Each presenter and panelist provided insight and responded to questions for practical application upon return to the office. Enjoyable, informative and presented well by experienced financial experts. I am recommending TPSU to colleagues.
Mike Ribaudo, Retirement Plan Manager
Customer | 6/14/2024
I attend TPSU's Fiduciary Educational Program and found it supremely beneficial. Not only did Fred and company do an excellent job at present relevant and useful material, but it was also an excellent opportunity to connect with my peers and learn about what is working in various industries. I would highly recommend attending the program if you have an opportunity.
Michele Hulbert, Director HR/Payroll Operations
Customer | 5/8/2024
I attended TPSU's Fiduciary Educational Program and enjoyed the session while learning from expert speakers about 401K Fiduciary responsibilities. We were grouped with peers, and it is always comforting to know you aren't the only one struggling with like issues around 401K tasks. There is a certification opportunity for the C(k)PF which is a great added benefit.
Natalie C. Torres, SHRM-CP, Human Resources Director, BCA Financial Services, Inc.
Customer | 3/29/2024
I attended TPSU's Fiduciary Educational Program and it was amazing. It's evident that TPSU puts a lot of thought and care into the development of their educational programs. The information presented was extremely valuable and easy to understand. I really enjoyed the level of interaction incorporated into this program, and the ability to connect and learn from peers. I walked away feeling more confident in my role as a 401k Fiduciary.
Sabrina Chamblee SHRM-CP, HRBP, Ace Relocation Systems
Customer | 3/19/2024
Most robust 401k content I've received as an HR professional. This is training that actually prepares you for real life HR. You'll leave more confident in your role each time. The peer to peer portion of the content is exceptional as well.
Carrie-Ann Lukas-Brady, Chief People Officer, Veterinary Healthcare Associates
Customer | 3/15/2024
TPSU provided an excellent educational seminar that gave me a new perspective and many new tools to help me be a better 401K plan partner and advocate for our team and their future retirement goals.
Westgate Resorts
Customer | 3/15/2024
Fantastic and fun class for anyone that administers a 401k plan for their company. Great tips, clarification on confusing terms and much more.
Jill Saverine, Chief People Officer, Aircastle
Customer | 12/12/2023
TPSU ran an excellent educational seminar for anyone who is responsible for managing retirement plans. The information was relevant, current and well presented. As you can imagine this type of information can be somewhat dry. However, the TPSU team kept the conversation engaging and encouraged interaction from participants. I particularly appreciated being able to attend virtually! Great job and I look forward to attending additional TPSU events.
Lou Ellen Miler, Benefits Specialist
Customer | 11/30/2023
This was a very helpful seminar from TPSU. I attended virtually which is the only way I would be able to participate based on my schedule. The keynote speakers and the panel were experienced, knowledgable professionals that presented easy to understand, relevant information for Plan Fiduciaries. Would highly recommend TPSU.
Lauren Baus, Director - Human Resources, Southern Regional Education Board (SREB)
Customer | 9/25/2023
At my first TPSU seminar in 2019, I learned a lot about retirement plans and fiduciary responsibilities and implemented new practices and procedures. I was thrilled by the difference it made for us. After attending the seminar again in September of 2023, I experienced additional valuable takeaways in plan design and administration. I recommend this seminar to everyone that is involved in 401k or 403b activities at their organization. It is interactive and engaging. Presenters are not just trying to sell you something.
Tom Terry, VP HR, Hansen & Adkins Auto Transport
Customer | 7/3/2023
This was an excellent seminar from TPSU. Good refresh on what's important to think about in plan design and mitigating risk. Definitely got value out of the content and collaboration with peers.
Karen Giannone, Premier Dental Products Company
Customer | 4/26/2023
I attended the session yesterday at Villanova. It was terrific! The speakers made the subject interesting, fun and informative.
Tiffany McDaniel-HR Benefits & Safety Coordinator- Fowler Holding Company
Other | 4/14/2023
I was invited to go to the Secure 2.0 Training at OSU in Tulsa OK. I was very impressed with the presenters and information that was given. I would highly recommend HR professionals to attend.
Carl Bell, VP Finance, The Winters Group
Customer | 4/12/2023
The program from TPSU was fun, informative and a great opportunity to meet and converse with other 401k fiduciaries in our area. The presenters, including Whitney Jones from Premier Wealth Management, were great and I look forward to more great content from TPSU.
Caeli Holcombe, Director of People Operations, Clutch
Other | 2/9/2023
I just attended a TPSU training session and it was hands down one of the best training sessions I've ever attended. The main presenter, Mark Laughton, was knowledgeable, engaging, and really cares about making meaningful progress within the retirement planning and saving realm. The keynote speaker and panel discussion were also extremely impactful. Overall the whole program was impressive and exceeded expectations. The information was presented well for attendees who are new to retirement plan administration as well as for those more experienced professionals. I appreciated the emphasis on best practices and resources for making meaningful improvements.
Karla Schwan, Director of Payroll and Benefits
Customer | 2/9/2023
The half-day program from TPSU was informative, interactive and the time went by so fast. The staff was professional and kept to a schedule. The expert panel was very knowledgeable and reputable in their fields. Any and all questions were answered and guidance provided. Excellent experience.
Candace Doon, HR Manager, CCSF
Customer | 11/18/2022
Program was excellent - enjoyed the material and presentation from Shir and her team.
Raj Kumar Parihar
Other | 11/17/2022
It was such great experience to learn about Fiduciary Investment Plans at TPSU program at Alpharetta, GA. TPSU is highly recommended to all who are searching consulting and learning about Retirements and Benefits plans/designing with deep learning about the subject. I surely will recommend TPSU in my network.
Anonymous
Customer | 11/8/2022
The content is relevant and valuable, the presenters are knowledgeable, and the commitment to quality is high. I recommend this program to everyone involved in any aspect of retirement plan administration at their organization. The information is critical for attendees who are new to retirement plan administration but is also engaging for more experienced professionals due to the inclusion of industry updates and trends, emphasis on best practices, and resources for making improvements.
Anonymous
Customer | 10/31/2022
I enjoyed the program with its 401k training. It was very informative and easy to follow. They checked in with the class a lot which was helpful to ensure we were following along and understanding what we were learning, which I found to be super helpful. They also provided great resources.
Myles Reed
Other | 10/26/2022
TPSU is a great opportunity to expand your knowledge on fiduciary responsibility and plan management.
Jean Delbridge, SVP HR, Primeritus Financial Services, Inc.
Customer | 9/19/2022
I recently attended a TPSU event in Nashville, TN. This was the best sessions of fiduciary education that I had ever attended. The presenters and keynote presentation were exceptional. I enjoyed the panel discussions with industry professionals both in the 401K space and benefit space. If you are concerned about your level of experience or education around your fiduciary responsibility, I urge you to attend one of these sessions that TPSU offers. Not only will you walk away with solid education and understanding, you will also have the opportunity to meet like minded professionals from other companies that have been invited alongside you.
Mick Anderson, Assoc. HR Administrator
Customer | 7/21/2022
I heard about the TPSU Fiduciary Education Program through a local SHRM chapter. I'm so glad I decided to attend. I learned so much about retirement program administration. The team was phenomenally kind and helpful and I left feeling empowered to help my organization make healthy decisions for the benefit of our employees and their families.
Tawny Green, HR Specialist Regional West
Other | 3/22/2022
Talk about a wealth of knowledge! Today's my first time attending the TPSU Fiduciary Training Program and it's filled with so much information! The presenters were friendly, engaged, and interesting. I'm looking forwarding to attending future sessions.
Christina Pastor, Pitcairn Trust Company
Other | 11/18/2021
I attended the TPSU Fiduciary Education Training yesterday and it was extremely informative and very energetic, with great speakers who were able to share not so interesting information, in a very interesting way! The presenters were knowledgeable and shared relevant information, so that all participants were able to walk away learning something new or interesting to share with their organizations. This was my first year attending the TPSU seminar and I would definitely attend again! Thank you to all who hosted and presented.
Carol Swanson, HR Director, Winter Construction
Customer | 8/4/2021
I attended TPSU Fiduciary Education Training yesterday and even for people a little zoomed out, it was informative, interesting and engaging. The TPSU presenters were knowledgeable and friendly and worked to make sure all attendees understood acronyms and concepts that might be new. I have attended this event several times and always learn something new that might enhance our company's 401(k) plan. Yesterday's presentation on target date funs and how to determine what options might work best for your company was outstanding.
Erika Berglund
Other | 4/23/2021
Have attended in-person and web-based educational sessions from TPSU, most recently 4/22/2021. The speakers and presentations are always informative, relevant, and up-to-date. A very worthwhile investment of time for plan fiduciaries.
Donna Brooks, Human Resources Manager, Geographics, Inc.
Customer | 6/26/2020
Very informative presentation. The presenters were very knowledgeable and explained things in an easy to understand dialogue. I learned more about the Fiduciary responsibilities required of me and feel more comfortable with that duty now. Would definitely recommend this class.
Latasha Hines, Human Resources Analyst, Grady Hospital
Customer | 6/24/2020
The program was extremely informative!! I enjoyed all of the presenters. The group discussion was great and allowed you to receive insight from other companies on what works for them in managing their 401k. The presenters gave tons of advice on how to improve the management of your company's 401k. I would highly recommend TPSU and look forward to attending more of their sessions.
Melisa Morrison, HR Manager, Latex Construction Co.
Customer | 6/24/2020
I attended the half-day Fiduciary Education Program on 6/23/2020. I appreciated the extra effort and attention to the appropriate set-up and accommodations in light of COVID-19. Most of all, though, I got answers to questions I didn't even know I had! Excellent content and top-notch, knowledgeable presenters.
Mary Hansen MBA, SHRM-CP, Turn Key Office Installation LLC
Other | 6/24/2020
This is the second training session that I have attended with TPSU. I learned more about the fiduciary responsibilities of 401k management from the speakers and I appreciate their insights.
Tanya Dusek, HR Manager, Davis Development.
Other | 6/23/2020
It was a really great session, even remotely. Thank you for this great presentation.
Sara Savastano, HR Consultant, Orcus, LLC
Customer | 2/26/2020
Attended the half day Fiduciary Education program. The sessions were very informative and kept everyone engaged. Presenters were top-notch, and I learned quite a bit about the responsibilities of a Fiduciary.
Anonymous
Customer | 2/14/2020
I love going to the TPSU workshops they are always informative and I come back with so much more knowledge and understanding to help improve our retirement plans.
Anonymous
Customer | 1/10/2020
Excellent content! Wonderful accommodations! Well done!
Anonymous
Customer | 12/11/2019
The Fiduciary Training program on Dec. 10, 2019 was informative, engaging, and helpful. The lecturer was an industry expert and very knowledgeable. The panelists were experts and provided valuable information.
Patricia Gallagher, HR Director, Empower RF Systems
Other | 10/25/2019
The Plan Sponsor University (TPSU) is an invaluable resource for anyone who administers 401k Plans. I, like many at the seminar, have no specific training in this very important responsibility with huge financial impact. TPSU provides basic and practical information from industry professionals to assist in improving Plans and complying with laws. The speakers were knowlegeable and actively engaged the group. Kameron Jones was especially effective. Also, it's a great opportunity to connect with peers at other companies to see what works or doesn't work in their 401k Plans. I highly recommend TPSU.
Jamie Krakow, VP Business Manager, Private Market Connect
Customer | 10/17/2019
I attended the Fiduciary Education Program delivered by TPSU this week and found the program to be extremely informative and worthwhile. As an HR professional specializing in smaller offices (under 50 employees), I've often been the primary contact for my company's 401K plan. Although we've always had an advisor, this program greatly enhanced my knowledge about and understanding of definite contribution plans. The program was interesting, the instructors and panelists were knowledgeable and I found it to be completely worthwhile.
Lauren Smalley, Senior Benefit Specialist, Fuerst Group/KEEN Footwear
Other | 9/25/2019
I'll be honest - I wasn't super excited about attending a 5.5 hour fiduciary training, however, this was super engaging and informative. It was nice knowing that I wasn't the only individual in the room who wasn't sure of his/her fiduciary responsibility in their role and also refreshing that the room seemed free of judgment for "silly" questions. Everyone was very supportive. I took away a TON of helpful information - what the "prefect" retirement plan should look like, ways to improve current practices and increase participation, etc. Highly recommend for anyone who works in retirement plan administration.
P. Allen-Blythe
Other | 8/15/2019
The session at the USF Tampa campus on 8/15/19 was very informative. As a new person to this piece of HR, I must say I got enough information to have an idea of what to look for and how to keep employees in the know. Thank you, TPSU.
Nayda I Hernandez, SHRM/CP, HR Manager at Prime Construction Group, Inc.
Other | 8/9/2019
I attended their seminar on Fiduciary Designation. It was very well organized and provided clear and updated information on retirement benefits for employees.
Pamela Sachs, Dir of HR, Robinson Bradshaw
Other | 8/9/2019
Attended the 8/8/19 seminar in Charlotte, NC. The program moved at the right pace, was informative and it is very valuable to allow the attendees to interact with each other in small groups to discuss best practices! I look forward to another session in the future as I left believing I had spent my time wisely at this program.
Anonymous
Other | 8/8/2019
I attended today’s program and thoroughly enjoyed it! It was informative, interactive, interesting, and fun. The TPSU/TRAU team was friendly, inclusive, knowledgeable and incredibly professional. Thank you to all for a great and productive day!
Brian Koons, ADP LLC
Other | 8/8/2019
Attended the half day Fiduciary Education program. Although I'm not a plan admin, I found the class extremely informative. I learned about the "10 Things You Might be doing wrong", Longevity, Retirement Income and the Public Policy Shaping the Future and "what's working/not working with today's 401k plans. All the presenters were highly knowledgable and engaging. It was easy for me to follow along to understand the issues. The interaction with the speakers and attendees was very nice. I now have "contacts" to help me when I have questions on the topics discussed.
Anonymous
Customer | 5/17/2019
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.
Anonymous
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.
Janica 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.
Sam 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.
Valerie 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.
Lina 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.
