6 Criteria to Benchmark Your Credit Union’s 401(k) Plan


About the Webinar

Your retirement plan is a key tool for attracting, retaining and rewarding top talent—the talent that credit unions need to compete effectively. How does your plan stack up? A benchmarking report can provide insight into actionable items in areas such as fees, investments, plan design and best practices.  It can also help ensure you are meeting your fiduciary obligations as a plan sponsor.

Join us on August 3rd as we explore the 6 criteria you need to know to benchmark your credit union’s retirement plan.

Watch the Webinar On-Demand

Presented By

Wade Connor
Wade Connor

Regional Director | Pentegra

Wade leads Pentegra’s business development efforts across the Eastern Seaboard. With more than 17 years of experience, Wade is an accomplished industry veteran. Prior to joining Pentegra, Wade worked as a business development officer for Regions/Morgan Keegan Trust where he  consulted with both Commercial and Corporate leaders as well as Financial Advisors to help their clients find the best solutions to meet their needs. Wade earned a B.S. in Marketing, with a Minor in Finance from  Clemson University. Additionally, Wade holds FINRA Series 6 and 63 securities licenses.