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 Company of VA
Why Plan Sponsors Play a Critical Role in Retirement Readiness
Capital Investment Co. of Virginia
Next TPSU Event
Upcoming Event:
Date: March 10 2026
Location: Wake Forest University Charlotte Center 200 N College St #150 Charlotte, NC 28202 Classroom 124
Program: Agenda - Speaker(s) - Driving/Parking Directions
Eligible Credits: Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan. TPSU Program is not a function of the host institution
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.
Capital Investment Co. of Virginia
Past Events
Upcoming Event:
Date: August 19, 2025
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
What is The Plan Sponsor University (TPSU)?
TPSU is a nationally recognized retirement plan education program focused on governance, fiduciary responsibility, and best practices. It helps plan sponsors improve oversight and decision-making.
Who should attend TPSU training?
Plan committee members, HR leaders, finance teams, owners, and anyone involved in plan decisions. It’s especially valuable for new committee members or organizations undergoing vendor or plan changes.
Is TPSU considered fiduciary education?
Yes. TPSU supports fiduciary best practices by providing structured training and credible documentation of education efforts.
How often should plan sponsors attend training?
Ongoing education is recommended, with formal training at least annually. Regulatory expectations and market complexity make continuous learning a best practice.
How does TPSU complement advisor services?
TPSU builds governance knowledge; advisors execute monitoring, plan design, and documentation. Together they strengthen fiduciary process and improve outcomes.
Is TPSU training available in Virginia?
Yes—TPSU events are hosted in various locations, including opportunities in Virginia depending on the calendar. Local events make it easier for committees to attend together and apply training consistently.
How do local TPSU events benefit plan sponsors?
They enable full committee participation, improve governance alignment, and support documentation for fiduciary best practices. Local attendance also encourages follow-up action with your advisory team.
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)™
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