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TPSU Program Areas of Study The TPSU training and curriculum is both informative and robust, covering the most essential topics of importance pertaining to improved retirement plan stewardship for business owners, benefits specialists and other employer fiduciaries. Core areas of study during the...

401(k)s and 403(b)s (Defined Contribution Plans)

Retirement Plan Advisor Due Diligence

The RPADD (Retirement Plan Advisor Due Diligence) service is designed to assist plan sponsors in making one of their most critical decisions: selecting the right retirement plan advisor. Under ERISA regulations, 401(k) and 403(b) plan sponsors are required to conduct documented due diligence on all...

The demand for education by 401(k) and 403(b) plan sponsors is growing exponentially — accelerated by concerns about fiduciary liability, growing DOL and IRS scrutiny, the rash of lawsuits, and retirement readiness. The Plan Sponsor University (TPSU) has conducted over 600 half-day education...

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