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The Plan Sponsor University (TPSU), offers the most comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries with half-day programs held at local colleges and universities around the country. In 2015, TPSU will conduct almost 70 programs.

The Plan Sponsor University is in existence to help plan sponsors in their understanding of both – establishing a firm foundation for the plan; and the baseline measures of success for their own plan.




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The Retirement Advisor University (TRAU) in 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.

Curriculum is a combination of onsite classes at the UCLA campus, virtual classroom courses E-Learning and self study. By combining world class professors with retirement industry leaders TRAU has created the most comprehensive retirement training program for financial advisors in America.

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