Browsing Tag
Pete Swisher
5 posts
SECURE 2.0 Startup Tax Credits Explained in New Resource
Pete Swisher and the team at Group Plan Systems and sister company Pension Resource Institute release guide to help advisors understand the highly impactful provision
Great SECURE 2.0 Advice for Advisors: VCI Industry Leaders Summit
Pete Swisher, Bonnie Treichel and Laurel Taylor dish out timely tips during a weekend session at the Viking Cove Advisor Alliance Industry Leaders Summit
Swisher, Roberts Joint Venture Launches its First PEP
A key differentiator is that employers retain the exclusive right to hire investment professionals of their choosing
Group Plan Systems’ Pete Swisher on a Major Fiduciary Gap that Must be Closed
Anyone who knows Pete Swisher knows that he’s the go-to resource for anything fiduciary and pooled plan-related. His…
Pete Swisher, Jason Roberts Launch New Fiduciary Services Firm
'We look at their contract with the recordkeeper, and invariably there are holes'