Pentegra Retirement Services is the NAFCU Services Preferred Partner for qualified retirement plans for credit unions and their employees.
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? Discover how a benchmarking report can provide insight into actionable items in areas such as fees, investments, plan design and best practices, and can also help ensure you are meeting your fiduciary obligations as a plan sponsor.
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Presented By
Wade Connor
Regional Director | Pentegra
Wade leads Pentegra’s business development efforts across the Southeast. Wade enjoys working with financial advisors who are either retirement plan specialists or looking to make retirement plans a growing part of their practice. He guides advisors and plan sponsors on how best to design retirement programs that produce better outcomes for participants while mitigating risk for the sponsor.
With more than 20 years of experience, Wade is an accomplished industry veteran. Prior to joining Pentegra, Wade worked as an advisor for Regions/Morgan Keegan Trust where he consulted with both financial advisors and plan sponsors to help clients find the best solutions to meet their goals and objectives.
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.