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View More Worldwide Employee Benefits Network [WEB] - Northeast Ohio Chapter Webinars, Podcasts and Conferences

Learning to Swim: Introduction to Pooled Employer Plans

Worldwide Employee Benefits Network [WEB] - Northeast Ohio Chapter

Jan. 13, 2022
Recorded Online

Learn how to swim with "pooled employer plans."

In this program, industry experts will cover the basics of pooled employer plans (PEPs), including:

  • background on the SECURE Act legislation, 
  • benefits of PEPs, 
  • design considerations, 
  • how to build and customize the plan, 
  • due diligence of adopting employers and service providers, and 
  • ongoing services and participant education.

Featured Speakers:

  • Patrick Hayes – Partner, Calfee, Halter & Griswold
  • Terrance Power – President and CEO, The Platinum 401k
  • Philip Scott – Strategic Capital Advisers
  • Joel Baker – Highland Consulting Associates

Continuing Education:

This program has been submitted for the following continuing education credits:  1.25 hours Ohio CLE (legal), 1.25 hours HRCI and SHRM credit, and 1 hour Ohio insurance CE credit.  Attendees may also self-submit for CEBS, ASPAA and accounting CPE credit, as appropriate.

More Information, How to Register

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