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

  • 25 Apr 2017
  • 8:00 AM - 2:00 PM
  • University of California, Irvine (UCI) … Student Center, Room: Doheny Beach CD, A311 Student Center, Irvine, CA 92697

Tuesday, April 25, 2017

8:00 AM - 2:00 PM

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

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


Continuing Education Credits
5 SHRM PDC / 5 HRCI General Credits

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. TPSU 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. After successfully completing this Program, an attendee will improve their understanding of:

  • Responsibilities of a Plan Fiduciary
  • Effective retirement management strategies
  • Plan improvements with a high impact on plan outcomes
  • Behavioral finance solutions to improve retirement readiness
  • Key regulations - including the new DOL rule
  • Structure and oversight of a retirement plan committee
  • Internal communication strategies
  • 401(k) and 403(b) Plans require special attention

What will you receive by attending?

  • Continuing Education Credits of 5 SHRM PDC / 5 HRCI General Credits
  • Certificate of Attendance
  • Complimentary access to the TPSU Learning Management System including the following topics:
    • ERISA
    • Fundamentals of 401(k) Plans
    • Understanding Participant Behavior
    • Retirement Plan Health
    • Retirement Readiness
  • Networking with colleagues responsible for retirement plans
  • Interaction with industry leaders
  • Breakfast and Lunch


Online Registration:

 Proceed to the Program Schedule TAB, and Select your program or Call 855-755-4015 and Select Option 2

For more information regarding the session, contact: 


See the event flyer at: TPSU-R1_UC Irvine 4.25.17 (Spach).pdf

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