“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”
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 firstname.lastname@example.org.