Pentegra: Recent Episodes
Pentegra
Pentegra is a leading provider of retirement plan, fiduciary outsourcing and institutional investment solutions to clients nationwide
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/
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/
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/
Pete Swisher stops by to chat 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/