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PENTalk™ – Be the Fiduciary Outsourcing Expert

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Pete Swisher By Pete Swisher
“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”

Author

Pete Swisher
Pete Swisher

Pete Swisher is the author of 401(k) Fiduciary Governance: An Advisor’s Guide, a textbook for the ASPPA Qualified Plan Financial Consultant credential, and serves as Senior Vice President and National Practice Leader for Pentegra, where he can be reached at pete.swisher@pentegra.com.

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