21
Governmental Plan Fiduciary Advisors: Unlocking Opportunities in an Underserved Market
Date: October 21, 2025
Time: 2:00 pm - 3:00 pm EST
Governmental retirement plans are an underserved market in every community. Josh Schwartz will introduce webinar participants to the unique needs of governmental plan sponsors, opportunities for fiduciary plan advisors to serve this market, and the resources needed to get started.
By the end of the session, attendees will be able to:
- Articulate the need for retirement plan fiduciary services in the governmental retirement plan market.
- Assess the plan fiduciary needs of governmental plan sponsors.
- Identify the wide range of governmental retirement plan sponsors in their communities.
- Understand the unique characteristics of working with governmental employers.
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
