Retirement Plan Consulting
Retirement Plan Consulting
Be the Fiduciary Outsourcing Expert
14 APR 2019 · Join us on a deep dive into how you can be a fiduciary outsourcing expert as we discuss fiduciary outsourcing trends and how you can take advantage of it. Learn: Who is a good 3(16) prospect Key 3(16) due diligence questions The 30 second sales opener.
Source: https://www.pentegra.com/videos/pentalk-be-the-fiduciary-outsourcing-expert-2/
Modernizing-the-403b-hear-what-plan-sponsors-are-doing-to-streamline-the-management
5 APR 2019 · Non-profit employers have a growing list of concerns associated with their 403(b) plans; fee litigation, illiquid annuity contracts, administration of legacy assets, diminishing on site participant education, fulfilling the fiduciary obligations and the list continues.
Know more at https://www.pentegra.com/videos/pentalk-modernizing-the-403b-what-plan-sponsors-are-doing-to-streamline-the-management-of-their-erisa-retirement-plans/
Multiple Employer Plan and Pooled Employer Plan Legislative Update
29 MAR 2019 · What is a MEP? What is a PEP? As an Advisor, why should I care? Pete Swisher joins me today to discuss all of these topics and more.
Know More at https://www.pentegra.com/videos/podcast-mep-and-pep-legislative-update-with-pete-swisher-the-401k-study-group/
The 7 Universal Fiduciary Principles
24 MAR 2019 · Pete Swisher stops by to chat with Chuck Hammond of the 401(k) Study Group about universal fiduciary practices and what Advisors should do to incorporate them into their daily work with Plan Sponsors.
Know more at https://www.pentegra.com/videos/podcast-the-7-universal-fiduciary-principles-featuring-pete-swisher-and-the-401k-study-group/
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