Learn about the unique needs of governmental plan sponsors, opportunities for fiduciary advisors to serve this market, and the resources needed to get started.
Join Retirement Plan Advisors CEO Josh Schwartz on October 30 for a webinar that will reshape how advisors view the public sector retirement plan landscape.
During the hour-long session, titled “Governmental Plan Fiduciary Advisors: Unlocking Opportunities in an Underserved Market,” Schwartz will share proven strategies for serving state and local government plans – an area ripe with growth potential for forward-thinking advisors.
By the end of the session, attendees will be able to:
- Explain the essential role of fiduciary services in the governmental retirement plan market.
- Evaluate and address the specific fiduciary needs of public sector plan sponsors.
- Identify the diverse types of governmental retirement plan sponsors in their communities.
- Recognize the unique characteristics and challenges of working with governmental employers.
This live webinar is approved for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
Learn more and register here.
About Josh Schwartz: Josh Schwartz, AIF is a founding Principal and Chief Executive Officer of RPA. He leads the firm’s dynamic approach to retirement plan design and investment advisory services, with an emphasis on driving positive, measurable impacts on participant retirement outcomes. Full bio here.
About Retirement Plan Advisors (RPA): RPA is an independent federally registered investment adviser specializing in providing customized investment solutions to public sector retirement plans, helping their employees retire better. The firm provides plan and participant investment advisory and fiduciary services to employers of all sizes. Today RPA proudly serves more than 580 unique public sector employers with 95,000+ participants and over $5.8 billion in plan and individual assets under advisement.