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Retirement Committees — Lost Without TRCE
TRCE | Retirement Committees — Lost Without TRCE

DOL Fiduciary Rule Heightens Need
for Retirement Committee Education
The demand for education by 401(k) and 403(b) plan sponsors is growing exponentially — accelerated by concerns about fiduciary liability, growing DOL and IRS scrutiny, the rash of lawsuits and retirement readiness. The Plan Sponsor University (TPSU) has conducted over 400 half-day education programs since May 2013 with almost 5,000 DC Plan Sponsors.
While HR and finance professionals regularly attend TPSU programs, very few plan sponsors are able to send their entire retirement committee. Most committee members have little to no experience or training even though they have personal liability over decisions they make.
To meet demand, TPSU is launching Retirement Committee Education (TRCE) for DC plan sponsors.

Plan sponsors get access to 3 online courses which includes an educational session delivered by a trained advisor who holds the C(k)P Designation from TRAU. The online and in-person courses, which carry CE credits along with a "Certificate of Completion", cover:
  • Why DC plan sponsors should have a Retirement Committee
  • How to form and empower the Committee
  • Who should sit on the Committee
  • What are their functions and responsibilities
  • Best practices
Do you have what they’re looking for?
Become a Trained Retirement Committee Educator
Trained Retirement Committee Educators (TRCErs) will deliver TRCE education in person using authorized material. TRCE will be marketed directly to plan sponsors through 401kTV which reaches over 55,000 HR & finance executives daily. TRCErs will be assigned to those interested.

To conduct TRCE education sessions, advisors must receive training and either hold the C(k)P Designation or be enrolled to attend C(k)P Training at UCLA within 12 months.

TRCE will partner with DC wholesalers to provide training to advisors. TPSU has educated almost 5,000 401(k) & 403(b) plan sponsors since 2013 and expects to train an additional 1,500 during 2019. TPSU will make 75,000 contacts with plan sponsors in 2019.
Sign up today for an upcoming TRCE Training Session or contact Jeff Weber ( / 855-755-4015 ext. 120) for a complimentary subscription!