California State University Sacramento, Sacramento, 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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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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The Plan Sponsor University (TPSU), offers the most comprehensive combination of online and live workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries with half-day live and virtual programs conducted by certified instructors. Since 2013, TPSU has conducted over 450 programs. The Plan Sponsor University is in existence to help plan sponsors in their understanding of both – establishing a firm foundation and the baseline measures of success for their plan. Most programs are being scheduled as in-person sessions on-campus. We encourage plan sponsor attendees to look for a program in their area. The in-person programs carry 5 hours of CE and they provide a more personalized experience with peer interaction. The TPSU Program content is a collaboration between The Plan Sponsor University, local professionals, and industry peers.

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