Pete Swisher, CFP, CPC is a pension consultant and financial planner known nationally for his work on retirement plan governance. He is the author of 401(k) Fiduciary Governance: An Advisor’s Guide, a handbook on fiduciary law and practice for retirement plan specialists and fiduciaries. The Guide is the final textbook in ASPPA‘s Qualified Plan Financial Consultant curriculum. Pete is a prolific writer and speaker for the financial community, having published over thirty white papers and articles and delivered over fifty addresses to the retirement plan, financial planning, and business communities in the past decade.
Pete is a passionate advocate for the private pension system and national retirement security, and is actively involved with the National Association of Plan Advisors (NAPA), ASPPA, and ASPPA’s Political Action Committee. He supports a transparent, universal, and effective private sector retirement system. Pete is currently the Chair of NAPA’s Government Affairs Committee.
As Senior Vice President and National Sales Director for Pentegra Retirement Services, Pete leads the development of fiduciary outsourcing solutions and custom multiple employer plans (MEPs) for retirement plan advisors, service providers, and employers nationwide.
In 1988 he graduated with a degree in Linguistics from the University of Virginia, where he was selected for the prestigious Echols Scholar Program. He accepted a commission in the U.S. Marine Corps and served in the first Gulf War as Executive Officer of an infantry company. He left the Marines as a Captain in 1993.
Pete is Past President of the Lexington Employee Benefits Council and is an active member of the Financial Planning Association, NAPA, and ASPPA. He lives with his wife, Shannon, and three children, Jettie, David, and Andrew, in the horse country of Central Kentucky.