The Future of National Retirement Policy (Moderator)

The industry is reeling from a downpour of fiduciary initiatives that are destined to change the way retirement plans business is consummated. While it appears that we are in the midst of major reform, we are not. When compared to retirement income adequacy, the current obsession with fees, transparency and conflicts seem far less important. The major issues are simple, coverage and savings rates. Other core issues include chronic underfunding, the future of Social Security, systemic fiduciary governance and the proper role of government. These building blocks are essential to workforce security and national retirement policy, something that does not currently exist. What should our national retirement policy be? Given human nature and political realities, what future changes are likely and/or unlikely? Equally as important, what should you do to prepare for these changes? Join the most influential people in the industry for a spark-generating debate on the future of national retirement policy and the subsequent impact on the retirement plans industry.

Segments

Segment One
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Guest

Pete Swisher
Sr. Institutional Consultant
Unified Trust Company, NA

Pete Swisher, CPC, QPA, CPC, is Senior Institutional Consultant for Unified Trust Company, NA, in Lexington, Kentucky. An Echols Scholar at the University of Virginia and a former U.S. Marine Captain, Pete is the author of 401(k) Fiduciary Governance: An Advisory's Guide, a fiduciary textbook for the ASPPA QPFC credential. He has spoken nationally on fiduciary management of qualified plans for groups that include ASPPA, the Financial Planning Association (FPA), NIPA, ABA, and others. As the principal author of the "ERISA Boot Camp" workshop series, he delivers 401(k) advisory workshops across the country annually. His articles on revenue sharing, automatic 401(k) and fiduciary issues affecting 401(k) advisors have appeared in Financial Planning Magazine, the Journal of Financial Planning, The ASPPA Journal, Employee Benefits News, ABA Trust & Investments, and other industry publications. His paper, "Post Modern Portfolio Theory," won first prize in the 2005 Annual Call for Papers of the Journal of Financial Planning. Pete is a Certified Financial Planner and Certified Pension Consultant.

For more information, call (859) 608-9920 or email: pete.swisher@unifiedtrust.com


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