Plan Sponsor Attitudes Toward Retirement Plan Management and Fiduciary Outsourcing

May 23, 2024 - 2 PM

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About the Webinar

In January 2024, Pentegra conducted a survey of retirement plan sponsors and their perspectives on retirement plan management and fiduciary outsourcing. The survey measured how sponsors are using fiduciary outsourcing to help better manage their retirement plans. It also captured their perspectives on what outsourcing does to help them better position their plans and drive improved retirement plan outcomes.

Key Takeaways:

  • What is the full scope of your responsibilities as a plan sponsor?
  • What is fiduciary outsourcing and how does it work?
  • How does fiduciary outsourcing help reduce workloads and minimize risk?
  • How can a credit union best position its plan to drive improved outcomes?

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Presented By

John Schafer
John Schafer

VP, National Leader, Financial Institutions Channel | Pentegra

As National Leader of Pentegra’s Financial Institutions Sales Channel, John is responsible for Pentegra’s business development efforts to community banks and credit unions nationwide. With more than 25 years of experience built working with the financial community, John has developed a deep understanding of their needs. His unique perspective and expertise help financial institutions develop retirement plan and fiduciary outsourcing solutions designed to attract, reward and retain top talent.

Prior to joining Pentegra, John was the leading Sales Representative for a private business. Before that he worked in the banking industry for a number of years.

John graduated from Purdue University in West Lafayette, IN, where he earned his B.A. in Finance. He is also a Certified Financial Planner (CFP) and holds FINRA Series 6 & 63 licenses.