The Retirement Advisor University (TRAU) has formed The Plan Sponsor University (TPAU) to educate and train employers to better manage their corporate retirement plan(s) on behalf of their participants, help improve outcomes and to introduce plan sponsors to plan advisors who can help them to accomplish these goals.
TPSU offers employers charged with the responsibility of company retirement plan oversight the opportunity to increase their knowledge and expertise in areas such as retirement plan design and operation, management of their fiduciary obligations, improving outcomes for those who participate and, upon completion of the program, awards the enrollee certification as a C(k)PS - Certified 401(k) Plan Specialist.
The university is a collaboration with the UCLA Anderson School of Management Executive Education that launched in 2010 by offering the C(k)P - Certified 401(k) Professional designation for plan advisors. TPSU follows suit by offering the first comprehensive and national online and in-person workplace retirement plan certification program to business owners, financial professionals, benefits specialists and other plan fiduciaries.
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TPSU courses and curriculum will be offered regionally around the country conducted by local plan advisors starting in the spring of 2013. Advisors that present the curriculum and train those who enroll in The Plan Sponsor University must meet strict criteria established to ensure that only the most experienced and qualified retirement plan professionals become Adjunct Lecturers at TPSU.
TPSU is currently recruiting adjunct lecturers to teach in several regions that remain available. Financial professionals who are interested and feel they meet the criteria may apply at www.TPSUniversity.com.
The criterion to become a TPSU Adjunct Lecturer includes:
- Hold the TRAU C(k)P designation or are currently enrolled;
- Carry a CFP, CIMA or CFA designation;
- Have a minimum of five years of retirement industry experience as a plan advisor;
- Have a minimum of $60 million in retirement plan assets under management with at least five plans or manage at least 25 plans;
- Complete the two-day TPSU on-site training program held at the UCLA Anderson Campus in Southern California on Dec. 4-5, 2012.
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