University of Denver, Denver, CO – Certified 401(k) Plan Fiduciary Program

Certified 401(k) Plan Fiduciary Program – University of Denver
📅 Date: Tuesday, May 13, 2025
🕗 Time: 8:00 AM – 2:00 PM (Program begins promptly at 8:30 AM)
📍 Location: University of Denver, Community Commons – Grand Forum Room

Description:
The Certified 401(k) Plan Fiduciary Program, hosted by The Plan Sponsor University (TPSU), is designed to equip Plan Fiduciaries with the tools, insights, and best practices needed to manage their company’s retirement plan in a compliant and effective manner. This interactive one-day training includes sessions on behavioral finance, participant outcomes, retirement readiness, and fiduciary oversight.

Participants will gain actionable strategies to improve employee financial wellness and ensure effective governance of their retirement plans. The program includes opportunities for live Q&A, networking, and practical takeaways to implement immediately.

Learning Objectives:

Understand fiduciary roles and responsibilities

Apply behavioral finance principles to improve plan outcomes

Identify risk management strategies for retirement plan oversight

Explore real-world case studies and proven participant engagement methods

Speakers:

Sean Clancy, CPWA®, AIF®, Managing Director, Prime Capital Financial

Jania Stout, President, Retirement & Wellness, Prime Capital Financial

Credits:
This program is approved for SHRM and HRCI recertification credits.

Eligibility:
Open to professionals serving as fiduciaries for their company’s retirement plan.