The Plan Sponsor University (TPSU)
for business owners, benefits specialists
and other employer fiduciaries
The Plan Sponsor University exists to support plan sponsors in two essential aspects - firstly, by helping them establish a solid foundation for their retirement plan, and secondly, by defining baseline measures of success for their individual plans.
MISSION AND FOCUS
Incorporate academic research, specifically behavioral finance, into employer-sponsored retirement plans.
TPSU aims to provide concentrated continuing education on established practices and new concepts in retirement plan oversight through interactive and thought-provoking classroom sessions.
TPSU ADJUNCT LECTURERS
Esteemed practitioners within the retirement industry, recognized for their expertise and excellence in the field.
They are top professionals invited to train fiduciaries at TPSU after receiving education through The Retirement Advisor University (TRAU) in collaboration with UCLA Anderson School of Management Executive Education.
EDUCATIONAL ZONES AND GROWTH
In 2023, TPSU expanded its Educational Zones, offering a range of in-person, virtual, and hybrid programs.
This expansion is supported by the doubling of their recruiting call center. The growth of TPSU is evident in the significant attendance figures - approximately 10,000 plan sponsors have participated in 550 TPSU programs. These programs represent nearly $725 billion in plan assets and have impacted the retirement benefits of 16 million employees.
VIRTUAL TPSU SESSIONS
TPSU also offers Virtual TPSU sessions, attracting attendees such as Plan Sponsors, Plan Fiduciaries, and Company Retirement & Benefit Committee members. These sessions provide a dynamic platform for discussions and knowledge-sharing among industry professionals.
COLLABORATION WITH 401(K) MARKETING
We are excited to announce that TPSU has partnered with 401(k) Marketing, the leading provider of retirement plan content, to provide 401(k) advisor with business development campaigns.
This partnership allows TPSU advisors to stay top-of-mind with their plan sponsor relationships by providing timely, expert information.
Retirement plan topics include:
Fiduciary plan governance
Employee eNgagement initiatives
Total reward strategies
Proactive planning & insights
ABOUT TPSU FIDUCIARY DILIGENCE
TPSU Fiduciary Due Diligence, a part of The Retirement Advisor University (TRAU) and The Plan Sponsor University (TPSU), is dedicated to educating and training advisors as qualified plan specialists. TPSU Fiduciary Due Diligence specifically focuses on educating plan sponsors about the benefits of collaborating with a Certified 401(k) Professional (C(k)P). Attendees of TPSU Fiduciary Due Diligence have the opportunity to participate as keynote speakers or panelists, facilitating discussions on effective retirement plan strategies. It serves as a cost-effective alternative to the traditional TPSU Program.