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Fiduciary Training Program - No cost to attend, space is limited.

  • 26 Oct 2016
  • 8:00 AM - 2:00 PM
  • University of California, Irvine (UCI) … Student Center, Room: Doheny Beach A, A311 Student Center, Irvine, CA 92697

Join Us For An Exclusive Half-day Fiduciary Training Program

Learn how to better manage & optimize your company’s retirement plan


No cost to attend, space is limited.

Wednesday, October 26, 2016

8:00 AM - 2:00 PM

University of California, Irvine
Student Center (University of California, Irvine
Student Center (Room: Doheny Beach A)
A311 Student Center
Irvine, CA 92697

          Adjunct Lecturer:  John Spach, C(k)P®


This program has been pre-approved for
5 SHRM PDC Hours and 5 Hours HR HRCI Re-certification Credit

Top industry professionals will be presenting a TPSU 401(k) educational program in your area. The Mission of TPSU is to enable plan fiduciaries to improve their retirement plan through education and training.  This half-day program covers essential topics pertaining to retirement plan leadership and welcomes HR professionals, benefit specialists, business owners and retirement plan committee members who serve in any of the following capacities for their company retirement plan - Plan Fiduciaries, Plan Trustees and Plan Administrators. Core areas of study during the on-site training program will   include:

  • Oversight of fiduciary liability
  • Improvement of plan outcomes
  • The roles of service providers/advisors
  • Effective retirement plan management
  • Design and oversight of a plan benefit committee
  • Simple to implement improvements that have a high impact
  • Comprehending key regulation — including DOL requirements

What you will receive by attending?

1.       Certificate of Attendance
2.       Access to TPSU online courses covering the topics mentioned above
3.       Network with professionals responsible for retirement plan duties

4.       Complimentary access to the Learning Management System
5.       The opportunity to interact with top industry leaders
6.      Breakfast and Lunch will be provided


Online Registration

           Proceed to the Program Schedule TAB, and

           Select “CA - Irvine 10/26/16” or

           Call 855-755-4015 and Select Option 2


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