Why you should be outsourcing your 401(k) plan responsibilities
Join us to learn more about Pooled Employer Plans
and how they're revolutionizing the industry.
When: May 26, 2022 | 2:00pm EST
Ideal candidates are credit unions that:
- Have stretched resources with a need to offload work
- Risk averse with desire to outsource responsibilities and limit liability
- Are looking to reduce plan expenses and eliminate the plan's audit fees
- Limited retirement plan knowledge or experience
Meet our Speakers
Bob Edgar, Regional Vice President, Securian
Bob has been in the financial services industry since 1995, with a focus on the credit union market since 2008. He joined Securian in 2017 and specialized in supporting intermediaries with sales of Securian’s qualified retirement plan products and services to credit unions. Bob offers plan design expertise, on-site sales presentations, and plan conversion assistance to credit unions seeking a flexible, highly customized retirement plan program.
Graham Adams, Regional Vice President, Securian
Graham began his career in the financial services industry in 2009 and joined Securian Financial in 2010. He specializes in supporting financial professionals with the sale of the qualified retirement plan products and services offered by Securian to credit unions. He offers plan design expertise, on-site sales presentations, and plan conversion assistance to credit unions seeking a flexible, highly customized retirement plan program.
Can't join live? All registrants will be emailed the recordings and handouts within 2 business days after the live webinar airs, meaning you won't miss a thing! Register to be on the list to receive the recording and handouts!Register Here