Videos and Webcasts

CE – 3(16) Fiduciary Outsourcing

10 views
By David Barrer
Retirement plan management has become increasingly complex. Plan sponsors must navigate evolving regulatory requirements, administrative responsibilities, and fiduciary obligations—often while pressured by resource constraints. As key stakeholders in retirement plan oversight, financial advisors often serve as the first line of defense for plan sponsors. Sponsors and their advisors can address plan administrative complexities, mitigate fiduciary liability, and improve plan outcomes with the help of a professional outsourced 3(16) fiduciary. Attend this course to understand the ins and outs of an outsourced 3(16) fiduciary arrangement, when it makes sense for a plan and how to prudently select and monitor the 3(16) provider.

*Disclaimer: This recording is not eligible for Continuing Education Credits

Author

David Barrer

As the National Director of TPA Markets, Dave manages our TPA sales. His focus is to promote Pentegra as the “go-to” expert for 3(16) fiduciary outsourcing and TPA services, as well as a large case  Multiple Employer Plan (MEP) partner for advisors and recordkeepers. He serves as a resource for the organization in expanding Pentegra’s TPA footprint and in working with our advisor-partners nationwide to market Pentegra’s unique fiduciary services platform.