Retirement Plan Training Available for Plan Sponsors

The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, has formed The Plan Sponsor University (TPSU). 

The mission of The Plan Sponsor University is to educate and train employers to better manage their corporate retirement plans on behalf of their participants, help improve outcomes and introduce plan sponsors to plan advisers who can help them accomplish these goals.    

TPSU offers employers responsible for 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, and improving outcomes for participants. Upon completion of the program, the enrollee receives certification as a C(k)PS – Certified 401(k) Plan Specialist.   

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TPSU courses and curriculum will be offered regionally around the country, and will be conducted by local plan advisers beginning in spring of 2013.  

More information is here.

 

Transamerica Hosts Retirement Legislation Webinar

Next month, Transamerica Retirement Plan Services will host a legislative outlook webinar for third-party administrators (TPAs) and advisers.

Transamerica Vice President and Director of Federal Government Affairs Jeanne de Cervens will host “Legislative Landscape for 2012 and Beyond” on Wednesday, September 18, at noon (EST). Retirement plan legislative issues including tax reform, multiple employer plans, mandatory plan coverage proposals, workplace initiatives, and what the insurance and retirement plan industries are doing to protect tax incentives are among the covered topics.

“Transamerica’s Speakers Bureau is a wonderful opportunity to hear from thought leaders in the retirement plan arena,” said Stig Nybo, president of Transamerica Retirement Services. “I anticipate this webinar will be popular with TPAs and financial advisers, as Jeanne is sure to provide engaging and insightful commentary on a wide range of issues facing policymakers in the months to come.”

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TPAs and financial advisers can register for the webinar by calling Transamerica at (888) 401-5826 and selecting option one, Monday through Friday, 9 a.m. to 7 p.m. EST.

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