Tools & Technology
NAPAFIRMPARTNERS
Jupiter, FL • TRAUniversity.com
Carlsbad, CA • vikingcoveinstitute.com
TRAU
Viking Cove Institute
Key Contact(s)
Key Contact(s)
Fred Barstein 561.371.4902 • Fred@TRAUniversity.com Daniel W. Hall 971.325.6566 • Dan@TRAUniversity.com Diane Barstein 561.308.7133 • Diane@TRAUniversity.com
Amy Glynn 617.834.0900 • amy@vikingcoveinstitute.com Bill Chetney 949.412.5653 • bill@vikingcoveinstitute.com Tyler Wunderlich 858.226.6360 • tyler@vikingcoveinstitute.com
Firm Profile
Firm Profile
In Business Since: 2010 Since 2010, The Retirement Advisor University, Inc. (“TRAU”), in collaboration with UCLA Anderson School of Management Executive Education designed the first retirement advisor certification program for advisors and wholesalers. TRAU confers the C(k)P Designation, the highest level industry accreditation for focused Defined Contribution (“DC”) advisors and professionals. TRAU includes online courses and programs presented in person by UCLA Anderson Professors on the UCLA campus in Los Angeles, California.
In Business Since: 2001 Established in 2001, Viking Cove Institute offers exclusive resources and consultancy to foster collaborative growth and advocacy within our member practices. Our primary focus encompasses diversified business lines, including Retirement Plan and Employee Benefits, Insurance, and Wealth Management. We address various facets, such as Financial Wellness, Small Market Solutions, fintech, and practice management tools, demonstrating our unwavering commitment to pioneering trends for genuine innovation and member firm value.
Product / Service Category
Product / Service Category
Other
Advice/Guidance, Consulting/Plan Design, Software, Other
Product / Service Description
Product / Service Description
TRAU C(k)P Designation: This comprehensive and highly specialized certification program requires academic aptitude, real-world experience and application of core competencies. TRAU, Inc. dba TPSU (“The Plan Sponsor University”): National fiduciary education programs for Plan Sponsors/Finance and HR Professionals who oversee their company’s 401(k) Plan. 401kTV: A leading resource for financial professionals responsible for creating and maintaining retirement benefit programs for their company employees. Written by leading experts and contributors we are focused on the areas of: Plan creation and optimization, compliance and collaborative resources. Timely articles and video interviews are updated daily, and our email newsletters provide a continuously active environment to assist the busy Human Resource professional or Financial Advisor stay up to date on: important issues, industry developments, investment strategies, legal affairs and continuing education topics essential to maintaining professional skills. See Fred Barstein’s “Real Talk”.
• ELITE ADVISOR NETWORK • CONSULTING • PRACTICE MANAGEMENT • MEMBER ADVOCACY • EXCLUSIVE PRODUCTS • START-UP & 5500 PROSPECTING TOOLS • ERISA HELP DESK • INSURANCE COUNSEL • CYBERSECURITY • VCI TOOLBOX • VCI WIRE • FINANCIAL WELLNESS • ADVISOR SUMMITS • WOMENS LEADERSHIP GROUP • FINTECH
The Retirement Plan Advisor Due Diligence Center (“rpaDD”): Help Plan Sponsors find new advisor or conduct due diligence on their current advisor.
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