Education and Training Delivered through TPSU

Available from The Plan Sponsor University

Product Details

Education and Training Delivered through TPSU (Click to enlarge image) 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 live TPSU programs will include:

Improving participant outcomes;
Understanding the roles of advisors and service providers;
Navigating the regulatory environment and meeting DOL requirements;
Limiting fiduciary liability;
Effective retirement plan management;
Plan funding;
Making plan improvements while minimizing costs;
Investment selection, monitoring and running an investment committee.

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