About Us

Plan Sponsor Workshop is a premier national series of in-person and online events for retirement professionals and fiduciaries. It's a place where you can learn how to tackle fiduciary responsibilities like a pro, connect with industry experts, and get the strategies and tools you need to take your retirement plan to new heights! With thousands of plan sponsors across the nation attending our workshops and certified quality, we've become one of the industry's leading sources of training for 401(k), 403(b), and Defined Benefit Plans.

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Why We Do it?

We know juggling the responsibilities of the retirement plan isn't the only part of your job, but you are in the position to have a major impact on the retirement of your participants. It's through YOU that we together can improve retirement for everyone.

Who Should Attend?

•Human Resources, Benefits, Finance, Owners, and Fiduciaries
•Plan Sponsors with 401(k), 403(b) or Defined Benefit Plans


Our Workshops



Certified quality training that makes sense


Network with industry experts and peers


Actionable ideas and tools for immediate impact
Fiduciary education must be a priority for plan sponsors. It will help them navigate the complexities of fulfilling fiduciary responsibilities.
— David Donaldson CEO, ERISA SMART, Inc. Former Department of Labor Investigator


Are you a plan sponsor and don't see a workshop in your area?


Are you interested in being a speaker or partner for a workshop?

Please subscribe and reach out!

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