Your Top 3 Reasons Plan Fiduciaries Choose The Plan Sponsor University for Fiduciary Education

Retirement Plan Fiduciaries are charged with a variety of tasks and projects when executing their daily function.  Unfortunately, in today’s fast-paced, just-in-time business environment all workers are expected to do more, faster and better.

The role of serving as a Retirement Plan Fiduciary is complicated – so what can a plan Sponsor do to make the job duties associated with serving as a Plan Sponsor less complicated?   Enter The Plan Sponsor University (TPSU), the full-service education organization dedicated to assisting plan sponsors in fulfilling their own and their company’s fiduciaries responsibilities!

Describe the Day at a TPSU Program

There are 5 distinct Sessions delivered at every TPSU Program.  Topics addressed during these sessions include Auto enrolment, Auto Escalation of the Contribution Levels of the Plan Participants, Behavioral Finance, Preparing Employees for Retirement, Investment Structures (i.e.TDFs, Common Funds), and Plan Design.

The day includes audience participation, lectures, breakout groups and case-study examples from actual 401k plans.  Topics and subjects are timely and the presenters are top-notch leaders within their respective fields.

Why Would a Plan Sponsor Attend a TPSU Program?

Reason # 1 – To learn the features associated with each company’s Ideal Retirement Plan.  All companies are not structured the same.  All companies are not funded the same.  And, certainly all companies do not have equal resources to expend on their company retirement plan.  TPSU Fiduciary Education Programs will show attendees how to personalize plan features to their own needs, budgets and preferences.

Reason # 2 – To learn the importance of preparing a workforce for retirement at the normal retirement age.  This is more important than most employers realize – and until you have a representative attend a TPSU Program – most employers will likely not be exposed to the big-picture.

Reason # 3 – To Network.  Meeting employers who have similar and dissimilar experiences as yours, and interacting with them is highly valuable.   TPSU Programs provide a safe environment where such conversation and associated learning can take place.

Visit www.TPSUniversity.com to view our upcoming programs in your area or to register for a Fiduciary Education Program in your area .

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