TRAUniversity

TRAU™, The Retirement Advisor University at UCLA Anderson School of Management Executive Education

TRAU™, The Retirement Advisor University at UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating advisors and wholesalers can benefit by earning certification that has real meaning to plan sponsor clients, prospects, and the retirement industry as a whole.

The Retirement Advisor University is the product of a collaboration with UCLA Anderson Executive Education. Curriculum is a combination of onsite classes at the UCLA campus, virtual classroom courses E-Learning and self study. By combining world class professors with retirement industry leaders TRAU has created the most comprehensive retirement training program for financial advisors in America. Individuals attending TRAU, are instructed by both World Class UCLA Anderson faculty members, and some of the most accomplished financial advisors in the retirement plan industry. This approach combines the academic excellence and the practical applicability needed to produce a highly skilled and knowledgeable retirement plan advisor. Recognizing that access to a skilled retirement advisor is becoming increasingly critical to the average American, The Retirement Advisor University has been designed to empower financial advisors with the skill sets they need to assist their clients in retiring successfully. Development:
The Retirement Advisor University was developed in conjunction with UCLA Anderson Executive Education and is designed to provide executive education and certification for financial advisors and other professionals in the retirement industry. The program and its curriculum are developed in accordance with core goals, competencies, and purposes identified by TRAU, UCLA Anderson Executive Education, and many of the most accomplished and experienced financial advisors in defined contribution. The curriculum content is designed with the goal of empowering financial advisors to help companies and individuals prepare for a successful retirement. TRAU Partners and Contributors:

UCLA Anderson Executive Education:
A leader in executive education since 1954, the school offers more than 40 programs, including open enrollment programs that focus on leadership, general and functional management, and strategic vision, as well as custom programs designed in collaboration with leading organizations to meet their specific business objectives. Knowledge Anywhere:
Knowledge Anywhere has developed the Learning Management System (LMS) for TRAU. The firm provides learning and performance support solutions and consulting to organizations around the globe. Knowledge Anywhere implements solutions ranging from Web-based learning solutions to context-sensitive help systems on state of-the-art medical instruments. Their customers represent a variety of industries including medical, telecommunication, technology, manufacturing, distribution and finance.

09/19/2022

Retirement Plan Participants and Plan Fiduciaries are Confused

09/16/2022

| "Retirement plan participants and plan fiduciaries at Marsh & McLennan Cos. Inc. and Microsoft Corp., have some things in common these days. At this time, when retirement plan processes and procedures are under scrutiny and review by the legal community – all plan service providers and fiduciaries seem to be in the cross-hairs …"

https://401ktv.com/retirement-plan-participants-fiduciaries-confused/

Retirement Plan Participants and Plan Fiduciaries are Confused Retirement plan participants and plan fiduciaries at Marsh & McLennan Cos. Inc. and Micr...

401(k) Participant Needs Have Been Elevated

09/15/2022

| "401(k) participant needs are now on the radar of institutional investment houses and recordkeeping firms. 401(k) participant needs have morphed into what appears to be the endgame in what used to be a stodgy institutional industry. Some providers are actively pursuing and leveraging 401(k) plan participants. Other providers are less aggressive, but are equally interested in 401(k) participant needs."
https://401ktv.com/401k-participant-needs-have-been-elevated/

401(k) Participant Needs Have Been Elevated 401(k) participant needs are now on the radar of institutional investment houses and recordkeepi...

09/14/2022

Do you practice mindfulness? Why, as advisors, should we care about it, and how can we use it to help ourselves and our clients?

Catch this episode of 401(k) Real Chat as TRAU CEO & Founder Fred Barstein gets REAL with Lauren K. Loehning CFP ® CIMA ® AIF®, RPA at Retirement Impact and meditation and mindfulness coach at corporate financial wellness provider Rise Excel - about the importance of mindfulness & meditation in the workplace.

Click here: https://www.youtube.com/watch?v=Pcb5tqlGe4E&t=6s

09/12/2022

| "Founder and CEO of TRAU Fred Barstein, opines that there are three dominant drivers-of-change which contribute to Retirement Plan Advisors’ opportunities on the horizon..."

Click the link to find out what they are: https://401ktv.com/retirement-plan-advisors-at-the-helm-of-opportunity/

09/14/2020

We are excited to be a Strategic Partner at the Retirement Plan Advisory Group National Conference. If you are attending, please stop by our booth for great TRAU/RPAG discounts!