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Use PEPs to Leverage the Change Energies of the U.S. Retirement System


July 1, 2020
2:00 p.m. EDT

PEPs and other group structures have the potential to rapidly reshape the retirement industry. The trend has begun and is gaining momentum. Evolving technologies, the convergence of business lines, and the mass transfer of fiduciary duties from employers to service providers are change energies to be leveraged in new go-to-market strategies.

Join Pete Swisher (Waypoint Fiduciary) and Lucas Soucy (Congruent Solutions) for a 40-minute discussion on how your organization can leverage these change energies to advance your brand and business model.

This web event is part of a series of special series presented by Congruent Solutions to help industry partners leverage change to grow their businesses.

More Information, How to Register

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