New Retirement Plan Training Offers Help to Employers & Employees

JUPITER, Fla., Aug. 27, 2012 /PRNewswire/ -- The Retirement Advisor University® (TRAU®) announces the formation of The Plan Sponsor University (TPSU), which will offer corporate retirement plan sponsors an exclusive and unique training and certification program designed to improve their retirement plan. The Mission of The Plan Sponsor University® is 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 the very best plan advisors who can help them to accomplish these goals. 

TRAU, a collaboration with the UCLA Anderson School of Management Executive Education, revolutionized the retirement plan industry in 2010 by offering the prestigious 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. 

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.

"Managing retirement plans and helping plan participants has become increasingly complex. Plan sponsors need state-of-the-art training available online and created by a nationally recognized educational organization delivered in person by qualified professionals," said Fred Barstein, Founder and Executive Director, The Retirement Advisor University.

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. 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 December 4-5, 2012

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.

About TRAU

TRAU™, The Retirement Advisor University collaboration with UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating advisors and wholesalers can benefit by earning certification that has real meaning to plan sponsor clients, prospects, and the retirement industry as a whole. www.TRAUniv.com

About TPSU

The Plan Sponsor University (TPSU), an affiliate of TRAU™, offers the first comprehensive online and in-person workplace retirement plan certification program for business owners, benefits specialists and other employer fiduciaries. www.tpsuniversity.com

For more information about TRAU and TPSU, please contact Fred Barstein at [email protected] or 561.371.4902

Disclaimers:

TRAU Inc. owns the marks of Certified 401(k) Professional, C(k)P®

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CIMA^®, CIMC^®, and CPWA^® are registered certification marks of Investment Management Consultants Association Inc.

CFA® is a trademark owned by CFA Institute

This press release distribution was issued by PR Syndication.

Media Contact: Fred Barstein
Phone: 561-371-4902
Email: [email protected]

SOURCE The Retirement Advisor University