Quinnipiac U., North Haven, CT – Certified 401(k) Plan Fiduciary Program

On Thursday, October 9th, 2025, TPSU will host a full-day Certified 401(k) Plan Fiduciary Program at Quinnipiac University in North Haven, CT.

The session will be led by Michael Del Re III, ChFC®, REBC®, AIF®, Northeast Managing Partner at Prime Capital Financial, alongside TPSU Founder Fred Barstein.

Highlights of the Agenda:

• Opening Session: Michael Del Re and Jania Stout will share best practices for retirement committees and strategies to boost employee financial wellness.
• Keynote Presentation: Sue Walton from Capital Group/American Funds will deliver insights on the latest DC plan trends and how to elevate defined contribution plans.
• Panel Discussion: A diverse group of experts, including Jerry Bonnabeau (Pontera), Robert Hunt (Fidelity Investments), Andrew Laskowski (Capital Group), and Alan Valença (T. Rowe Price), will discuss evolving plan strategies and fiduciary oversight.
• Interactive Discussions:
• • Convergence of Wealth & Retirement at the Workplace (Jerry Bonnabeau, Pontera)
  • What is Working—and Not Working—in Today’s 401(k) Plans? featuring group leaders from Calamos, Fidelity, Capital Group, and MFS.
  • The Ideal Plan — an interactive closing session designed to help sponsors identify and implement effective fiduciary practices.

This program offers plan sponsors, HR leaders, and committee members a unique opportunity to strengthen fiduciary knowledge, network with peers, and earn continuing education credits—all while gaining actionable strategies to improve retirement plan outcomes.

Host or Publisher The Plan Sponsor University (TPSU)