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PENTalk™ – Modernizing the 403(b): What Plan Sponsors are Doing to Streamline the Management of Their ERISA Retirement Plans

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By Pete D’Angio
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.

What are 403(b) plans sponsors doing today to address these issues? Join Pete as he describes how non-profit employers are taking control of their plans and tackling all of these issues simultaneously.

Author

Pete D’Angio

Pete D’Angio, CFP, CRPS is National Director, Not-for-Profit Markets, responsible for Pentegra’s business development efforts in the not-for-profit marketplace. He has more than 15 years of industry expertise—with a background that includes business development specific to the not-for-profit markets, along with significant experience in working with not-for-profit plan sponsors as well as their financial advisors. He joined the Pentegra organization in early 2012. Prior to joining Pentegra, Mr. D’Angio was with not for profit retirement giant TIAA-CREF, where he was Southern Regional Sales Director, responsible for business development in 17 states. During that time he was responsible for over $100 million in new retirement plan business. Mr. D’Angio graduated from Clemson University, where he received his Bachelors of Science in Economics. He then attended the University of Colorado, Denver where he earned his Masters Degree in Organizational Behavior and Management.

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