For EMPLOYERS - The Plan Sponsor University
About The Plan Sponsor University (TPSU)
The Plan Sponsor University, an affiliate of The Retirement Advisor University (TRAU) in collaboration with the UCLA Anderson School of Management Executive Education, is the nation’s leading executive education platform for retirement plan fiduciaries.
Each TPSU session combines academic instruction, industry insights, and practical tools to strengthen fiduciary governance and participant outcomes.
As an Adjunct Lecturer, Andy has led TPSU programs for employers nationwide, guiding hundreds of plan fiduciaries toward higher standards of compliance and performance.
TPSU INFORMATION
TPSU delivers accredited training to plan sponsors, HR executives, CFOs, and business owners, empowering them to manage 401(k) and 403(b) plans responsibly and confidently.
Capital Investment Co. of Virginia
Next TPSU Event
Upcoming Event:
Date: August 19, 2026
Location: NC State University – Park Alumni Center, Raleigh, NC
Program: The Role of the Retirement Plan Advisor & Building Audit-Ready
Governance
Eligible Credits: SHRM, HRCI, CPE, PayrollOrg (5 CE Hours)
Limited availability for HR leaders, plan sponsors, and fiduciary committee members.
Founder, Capital Investment Co. of Virginia
J. Andy Ingram, AIF®, QPFC®, CPFA™, C(k)P®, Ri(k)™
Join Andy and TPSU for the next Certified 401(k) Plan Fiduciary (C(k)PF) Program, an interactive half-day workshop designed to elevate your governance process.
FAQs
Frequently Asked Questions
Why is TPSU training valuable for our committee?
TPSU training is nationally recognized and CE-accredited, offering formal education that meets ERISA’s “prudent expert” expectations and improves governance quality.
Do we need to attend a TPSU event to receive training?
Not necessarily. On-site or virtual fiduciary sessions can be delivered directly by Andy as part of your ongoing governance consulting.
How often should committees train or refresh their education?
At least annually, or any time membership changes—ensuring each fiduciary understands their duties.
Does TPSU training apply to non-401(k) plans?
Yes. The curriculum applies broadly to all ERISA-governed defined contribution and defined benefit plans.
Capital Investment Company of VA
Schedule Your Fiduciary Education Session or TPSU Plan Review
Strengthen your governance process with nationally recognized
training and the expertise of a TPSU Adjunct Lecturer.
Contact J. Andy Ingram, AIF®, QPFC®, CPFA™, C(k)P®, Ri(k)™
contact
It All Begins with a Conversation.
Have questions or need assistance? Reach out to us through our contact form below. We're here to help you connect and collaborate!
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