What You'll Learn

• How PEPs reduce administrative responsibilities and provide compliance relief by shifting fiduciary duties to a Pooled Plan Provider
• What type of companies benefit the most from switching to a PEP
• The different asset allocation approaches and customized investment strategies that adapt to your organization's needs
• Cost efficiencies driven by economies of scale
• Considerations for selecting and monitoring a PEP provider

Who Should Attend

• Business owners
• HR & Finance leaders
• Plan administrators
• Organizations looking to simplify 401(k) management
• Employers considering switching or starting a retirement plan

If you know colleagues or peers who would benefit from learning about Pooled Employer Plans, please feel free to forward this invitation. 

Bonus Takeaways

Following the webinar, all attendees will receive a:

• Side-by-side comparison of PEP vs. traditional 401(k) plan responsibilities
• Step-by-step PEP conversion guide