Videos and Webcasts

PENTalk™ – What is Your Strategic Vision to Grow Your Retirement Practice Over the Next 5 Years

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Pete Swisher By Pete Swisher

“Benchmark your strategic vision: How are you and other retirement advisors planning to grow over the next 5 – 10 years? We’ll discuss the rumblings about group trusts, MEPs, PEPs, 3(16), robot-advisors, Collective Investment Funds (CIFs), managed model portfolios as default investments, tactical models, and more. Learn how Pentegra can help you stand out from the crowd and grow.”

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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