Pentegra Names National Director of TPA Markets
WHITE PLAINS, NY, October 18, 2016 -- Today, Pentegra Retirement Services announced the promotion of David Barrer to National Director of TPA Markets. Reporting to Pete Swisher, Pentegra Senior Vice President of National Sales, Barrer will lead the company's business development efforts in the TPA market.
With more than 30 years of experience in the industry, Barrer will focus on promoting Pentegra as the "go to" 3(16) fiduciary service provider for advisors and recordkeepers nationwide. Said Pete Swisher, "Dave is a very talented, dedicated and accomplished industry professional. He will be an exceptional resource for the organization in expanding Pentegra's TPA footprint and in working with our advisor-partners to market Pentegra's unique fiduciary services platform. As the National Director of TPA Markets, Dave will manage our TPA sales and will be a powerful force in helping our partners realize Pentegra's potential as a 3(16) TPA, including our potential as a large case 3(16) and a Multiple Employer Plan (MEP) partner."
Barrer began his career in the financial services industry with American United Life in 1983, where he helped a client install a 401k plan for the first time in 1985. As a Financial Advisor, he formed Allegiant TPA Services, Inc. in 1995 to provide retirement plan design, consulting and administration. Allegiant merged with Advanced Pension Solutions (APS) in 2000 and as a Vice President at APS, he played a key role in the growth of the organization. Since Pentegra's acquisition of APS in 2013, Barrer has played an integral role in the organization's business development initiatives in the TPA market. He holds the Accredited Plan Administrator (APA) designation and FINRA Series 7 and 63 licenses.
Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to organizations nationwide. Founded by the Federal Home Loan Bank System in 1943, Pentegra offers a broad array of qualified and non-qualified retirement plan solutions, TPA services and benefits financing solutions using BOLI. In addition, Pentegra, through Pentegra Investors, Inc., also serves the needs of institutional investors, offering partial or complete investment outsourcing capabilities. For more information, go to www.pentegra.com.
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