Applying to attend TRAU™ does not obligate you to enroll in the program. Please fill out the application as completely as possible. You will be contacted within two business days to discuss the program and enrollment opportunities

Fields marked with * are required.  Mouse over the field descriptions for more details

     


Contact Information
GroupID  
Ameriprise ID  
*I am a  
Referred By  
*Company Name  
*First Name (Please use your full legal name)   Middle Initial  
*Last Name  
*Title  
*Address  
Address 2  
*City State, Zip          
Broker Dealer Affiliation  
*Phone      
Fax  
   
Assistant Name  
Assistant Email  
Assistant Phone  

*Email Address  
*Confirm Email  
*Password   Must be 5-20 Characters in Length
*Confirm Password  

Professional Profile
*Business Model  
*Total Asset Under Management    *DC Assets Under Management   
*Year Started in the Financial Services Industry   *Year Started With DC Plans  
*Plans Under Management  
*Percent of Business that is Fee Based
 
*Plans Sold in the Last 12 Months   *Total Participants in Plans Managed  
 
*Top Three Provider Affiliates  
 
 
*Retirement Plan Type and Services Offered *Investment Types Supported





 





 
*Professional Designations Presently Held *Licenses Presently Held

















 








 
*Primary Market Served   *Defined Contribution Experience