Press Release

TPSU Celebrates Over a Decade of Empowering Retirement Plan Sponsors with Industry-Leading Education Programs

Issued by The Plan Sponsor University [TPSU]

Dec. 17, 2024

Jupiter, FL – The Plan Sponsor University (TPSU), the nation’s premier provider of fiduciary training for retirement plan sponsors, is celebrating its continued success in revolutionizing retirement plan education. Since its inaugural program in 2013, TPSU has hosted 594 programs, reaching more than 12,800 attendees representing 10,639 organizations and plans totaling $1.1 trillion in assets.

TPSU’s innovative model — partnering with local Retirement Plan Advisors (RPAs) and hosting interactive half-day programs at colleges and universities across the country — sets it apart in delivering impactful, independent training. These sessions provide a unique, peer-to-peer learning experience with no sales or product pitches, helping plan sponsors fulfill their fiduciary obligations and enhance plan outcomes for participants.

2024 Highlights

The demand for independent fiduciary education continues to grow, with 2024 seeing significant increases:

• A 15% rise in companies attending TPSU programs compared to the previous year.
• A 16% increase in individual attendees, reflecting the growing interest in advancing fiduciary knowledge and best practices.

Over the years, TPSU has equipped plan sponsors overseeing retirement plans of all sizes with tools and resources to navigate the complexities of managing retirement plans effectively. 

Fred Barstein, Founder and CEO of TPSU, Shares His Vision

“The appetite by 401k and 403b plan sponsors to get independent third-party education is growing as plans wake up to the awesome opportunities and challenges of running their organization’s retirement plan,” said Fred Barstein, Founder and CEO of TPSU. “The most important decision a plan can make is hiring the right advisor, which is why we partner with only the best ones to deliver the training in collaboration with their partners and help them conduct due diligence required by law. What separates TPSU is the interactive format where adults learn from peers with no sales or product pitches allowed.”

Looking Ahead

As TPSU continues to expand its reach, the organization remains committed to its mission of empowering retirement plan sponsors with critical fiduciary training and practical tools. By fostering a collaborative and engaging learning environment, TPSU ensures that plan sponsors are equipped to manage their responsibilities effectively and drive better outcomes for participants.

For more information on TPSU programs or to register for an upcoming session, visit www.TPSUniversity.com.

About The Plan Sponsor University (TPSU):

TPSU is the nation’s leading provider of fiduciary training for retirement plan sponsors, offering interactive and peer-driven programs at colleges and universities across the country. In collaboration with local Retirement Plan Advisors, TPSU delivers independent education that helps plan sponsors meet their fiduciary obligations and optimize retirement plan outcomes for participants.

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