The Plan Sponsor University
The Plan Sponsor University is a private, Jupiter, Florida-based education company founded in 2010 that delivers online live certification programs for workplace retirement plan sponsors and the professionals who administer employer-sponsored plans.
- Company typePrivate
- Founded2010
- HeadquartersJupiter, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Plan Sponsor University does
The Plan Sponsor University is a private, for-profit education company founded in 2010 and headquartered in Jupiter, Florida. It provides online live workplace retirement plan certification programs, targeting retirement plan sponsors and the professionals responsible for administering, designing, or governing employer-sponsored retirement plans. The company operates at a small scale with 11-50 employees, suggesting a boutique professional education model rather than a mass-market platform.
The firm's core product is a structured certification curriculum delivered via live online instruction, addressing a regulatory and fiduciary subject area where credentialing carries occupational value for plan sponsors, HR/benefits leaders, and third-party administrators. The live online format distinguishes the offering from self-paced alternatives and supports cohort-based engagement around complex ERISA and plan governance topics. No pricing, curriculum tier, or platform architecture details are disclosed in the available data.
Commercially, the company operates without disclosed funding rounds, parent organization, partnerships, awards, named customers, or pricing transparency. Its 14-year operating history indicates durability in a niche vertical, but the absence of disclosed growth signals (hiring, geographic expansion, product extensions) suggests a stable, specialist posture rather than a scaling one. Revenue model specifics are not disclosed.
The Plan Sponsor University firmographics
Firmographics- Name
- The Plan Sponsor University
- Website
- https://tpsuniversity.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Plan Sponsor University is a private, Jupiter, Florida-based education company founded in 2010 that delivers online live certification programs for workplace retirement plan sponsors and the professionals who administer employer-sponsored plans.
- Ownership category
- akta.pro rank
The Plan Sponsor University industry classification
Industry- Product category
- Retirement Plan Training & Certification
- NAICS
- Colleges, Universities, and Professional Schools (611310), Colleges, Universities, and Professional Schools (6113)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Certification & Credentialed Creator Programs (MPACALAI), Academic & Education Conference Organizers (THAHACAE)
Keywords
Where The Plan Sponsor University is headquartered
LocationHeadquarters
- HQ city
- Jupiter
- HQ country
- United States
- HQ region
- North America
Markets served
The Plan Sponsor University business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
The Plan Sponsor University product offering
Product offeringCore offering
The Plan Sponsor University delivers an online live workplace retirement plan certification program for plan sponsors and retirement plan professionals. The program is structured to provide structured education and a credential to individuals responsible for administering, sponsoring, or advising on employer-sponsored retirement plans.
Differentiator
Problem solved
Functional benefit
Products and services
- Online Live Workplace Retirement Plan Certification Program An online, instructor-led live certification program designed for workplace retirement plan sponsors, administrators, and advisors seeking formal credentialing in retirement plan management.
Companies that use The Plan Sponsor University
Customer profileIdeal customer profiles1 record
The Plan Sponsor University technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Plan Sponsor University partnerships and signals
Strategic signalRecent moves1 record
The Plan Sponsor University competitors and assessment
Company assessmentBroad incumbents
- LIMRA (LL Global): Industry research and training organization for insurance and retirement services, delivering industry-recognized designations and live training. Larger incumbent in the same retirement-industry education space.
- CFA Institute: Global credentialing body issuing the CFA designation with supplementary retirement-investing content. A larger, broader incumbent whose retirement-related educational offerings partially overlap with TPS University's professional-upskilling audience.
- Smart Brief / Employee Benefit News (SDR Media): Media and event company covering workplace benefits including retirement plans. Operates broader events and content while serving overlapping plan sponsor / HR decision-maker audiences.
Direct peers
- International Foundation of Employee Benefit Plans: Membership and education provider offering certificates (CEBS, CMS, RPA) covering employee benefits including retirement plans. Direct overlap on workplace retirement plan certification delivered to plan sponsors/HR professionals.
- NAPA (National Association of Plan Advisors): Membership organization and conference organizer serving advisors and plan consultants focused on retirement plans. Comparable audience and live-event-based education model for retirement plan professionals.
- fi360 (an Broadridge company): Provides fiduciary training and the AIF®/Accredited Investment Fiduciary designation for 401(k) and other retirement plan fiduciaries. Closest direct competitor on retirement-specific certification content and live training format.
- ASPPA (American Society of Pension Professionals & Actuaries): National professional association that issues retirement plan credentials (QPA, QKA, QPFC) targeted at the same plan sponsor / plan administrator audience as TPS University. Directly competes for the same professional certification dollars in workplace retirement plans.
- Institutional Investor — PlanSponsor conferences & media: Publisher and conference organizer for plan sponsors with annual "PlanSponsor" events and content targeting the same 401(k) plan committee / HR audience that TPS University serves. Overlaps on live events and ongoing professional education.
Emerging players
- Schwab Center for Retirement Research / Schwab Moneywise: Broker-dealer affiliated research-and-education arm publishing 401(k)/retirement-plan decision tools and training content for plan sponsors and participants. Free/adjacent content competitor that overlaps with parts of the TPS curriculum.
- Center for American Progress Retirement Security Project: Policy and education-oriented initiative publishing retirement-security content aimed at employers and policymakers. Adjacent retirement-education provider with comparable topical focus but non-commercial delivery model.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
The Plan Sponsor University social profiles
Digital presenceThe Plan Sponsor University financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Plan Sponsor University leadership team
Management profileNumber of profiles
The Plan Sponsor University funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Plan Sponsor University M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Plan Sponsor University
What does The Plan Sponsor University do?
The Plan Sponsor University delivers an online live workplace retirement plan certification program for plan sponsors and retirement plan professionals. The program is structured to provide structured education and a credential to individuals responsible for administering, sponsoring, or advising on employer-sponsored retirement plans.
When was The Plan Sponsor University founded?
The Plan Sponsor University was founded in 2010. It employs 11 to 50 people.
Where is The Plan Sponsor University based?
The Plan Sponsor University is headquartered in Jupiter, United States, in the North America region.
Who are The Plan Sponsor University's main competitors?
Broad incumbents on record are LIMRA (LL Global), CFA Institute and Smart Brief / Employee Benefit News (SDR Media). Direct peers are International Foundation of Employee Benefit Plans, NAPA (National Association of Plan Advisors), fi360 (an Broadridge company), ASPPA (American Society of Pension Professionals & Actuaries) and Institutional Investor — PlanSponsor conferences & media. Emerging players are Schwab Center for Retirement Research / Schwab Moneywise and Center for American Progress Retirement Security Project.
Does The Plan Sponsor University have an API?
No public API is recorded for The Plan Sponsor University.
What industry is The Plan Sponsor University in?
The Plan Sponsor University's product category is Retirement Plan Training & Certification. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of MPACALAI, Certification & Credentialed Creator Programs. Its NAICS code is 611310 and its SIC code is 8200.