University of San Diego, San Diego, CA – Certified 401(k) Plan Fiduciary Program

Publisher: The Plan Sponsor University

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University of San Diego, San Diego, CA – Certified 401(k) Plan Fiduciary Program

📍 San Diego Plan Sponsors — Don’t Miss This Exclusive Opportunity! Join us May 15th on the beautiful University of San Diego campus for the Certified 401(k) Plan Fiduciary Program. Led by Adjunct Lecturer Ryan Stover, CFP®, AIFA®, this half-day session will equip you with real-world strategies on fiduciary oversight, behavioral finance, and improving participant outcomes. ✅ Designed for plan fiduciaries ✅ Earn HRCI & SHRM recertification credits ✅ Walk away with knowledge you can apply immediately Space is limited—register today here: https://lnkd.in/eTxQrGvB

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📍Sacramento, CA – You're Invited! Join us at California State University Sacramento on May 21st for a Certified 401(k) Plan Fiduciary Program designed exclusively for Plan Fiduciaries. 🕗 Time: 8:00 AM – 2:00 PM (Program starts promptly at 8:30 AM) 🏛️ Location: Harper Alumni Center, Capital Room 🎙️ Adjunct Lectuer: Sheldon Nix, RICP®, WMCP®, C(k)P®, QPFC® – CEO of Exceed Wealth & Retirement Group ✔️ Learn how to improve retirement outcomes for your employees ✔️ Earn SHRM & HRCI continuing education credits ✔️ Get real-world strategies from an industry expert 📩 Open to company retirement plan fiduciaries. 🎯 Space is limited – https://lnkd.in/ecsnF488 to secure your seat!

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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.

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