Exclusive Fiduciary Training Program

You are invited to attend in-person or virtually, an employer plan education session with a national organization, The Plan Sponsor University (TPSU). 

Speakers, Panelists, Facilitators: Local subject matter experts- 

• Brian Thompson, President & Retirement Plan Advisor, of RockWay Wealth Partners- Adjunct Lecturer & Moderator for the event.  
• BrownWinick Law Firm, Caleb Brus, ERISA  Attorney - Keynote Speaker  
• Other contributors include: 
• ARS - Retirement Plan Lifetime Income Solutions  
• FORVIS MAZARS – Retirement Plan Auditor 
• State Street Global Advisors – Plan Investments 
• Capital Group American Funds – Plan Investments 
• Qualified Plan Consultants - Plan Administration 
• Plan Sponsor University - CEO, Fred Barstein

CE CREDITS: This training program will include CE credits for SHRM, HRCI and CPE for CPAs.

WHO SHOULD ATTEND: HR Professionals, Owners, Executive Officers/Directors, Plan Sponsors, Plan Fiduciaries, Retirement & Benefit Committee Members, benefits specialists, and other employer fiduciaries. 

AGENDA/REGISTRATION