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Brad Ferguson

Brad is the Executive Vice President 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 acts as the head of SWBC’s institutional practice, providing fiduciary services to retirement plan providers at an enterprise level.

Recent Posts

Retirement Planning

Navigating Excessive Fees in Retirement Plans: Why Sponsors Must Take a Proactive Approach

Retirement Planning Retirement & Succession Plans Plan Committee

The Surprising Ways Assumptions Impact Your Employees' Retirement Projections

Retirement & Succession Plans

5 Key Things to Look for in Retirement Plan Service Providers

Regulations & Compliance Retirement & Succession Plans

6 Rules for Retirement Plan Committee Meeting Minutes

Regulations & Compliance

Annual Due Diligence: Regulations and Disclosures

Regulations & Compliance Retirement & Succession Plans

Retirement Plan Sponsors: Avoid These 3 Conflicts of Interest

Retirement Planning Retirement & Succession Plans Plan Committee

How to Choose the Right Retirement Plan Advisor

HR Administration Retirement & Succession Plans

Learn the Ins and Outs of Retirement Plan Agreements, Practice Standards and Minutes

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