Brad Ferguson

Chief Executive Officer SWBC Retirement Plan Services

Brad is the Chief Executive Officer of SWBC Retirement Plan Services and also serves as a voting member of SWBC’s Investment Committee. He has more than twenty years of experience in providing fiduciary services to plan sponsors in the retirement plan industry and is committed to guiding retirement plan sponsors and providers through the evolving retirement plan landscape.

866-270-4874

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Target Audience

CEO’s
CFO/HR Executives
Retirement Plan Investment Committees
Boards

Experience

25+ years

Organizations

American RetirementAssociation’s National Association of Plan Advisors (NAPA)
Plan Sponsor Council of American (PSCA)
Dallas Junior Gardening Club
Volunteer and Event Committee member for AscendDallas
Volunteer and Event Committee for CelebratingWomen’s luncheons
Volunteer for the St. Thomas Aquinas school andchurch
Several organizations targeting feeding childrenlocally and around the world

License / Certifications

Series 65
CPFA

Education

2000 BSBA in Finance

Shippensburg University

Skills andExpertise

Service provider evaluations
Plan success
Participant outcomes
Fiduciary risk management
Custom platform fiduciary solutions
3(21) and 3(38) Investment Fiduciary Services
Service provider evaluations and RFP management
Fee and service benchmarking
Retirement committee construction
Investment Policy Statement development andmaintenance
Fiduciary training

MyPresentations

Sorting Through the Noise—Making Retirement Plan Vendor Calls Productive (vendor benchmarking and risk management)
New Regulations—How They Affect You and What’s Next (retirement plan regulatory update)
Covering the Bases—Agreements, Practice Standards, and Minutes (retirement plan committee education)
Investment Reviews—Effective Solutions for Universal Challenges (investment review education)
What to Expect When You’re requesting (RFP education)
A Case Study in Conducting an Investment Advisor RFP (RFP education)
From the Outside Looking In (retirement plan risk management)
What if…? Connecting the Dots Between Retirement Plan Questions, Answers, and Implications (general retirement plan sponsor education)

PublishedWorks

Contact Us

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Brad Ferguson

Target Audience

Experience

Organizations

License / Certifications

Education

Skills andExpertise

MyPresentations

PublishedWorks

Contact Us

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