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Pooled Employer Plans: Background and Benefits for Private Equity and Other Financial Services

Calfee, Halter & Griswold LLP

Aug. 18, 2020
3:00 - 3:45 PM

Please join Calfee attorneys Steven W. Day (Partner, Employee Benefits and Executive Compensation practice), and moderator Patrick D. Hayes (Senior Counsel, Investment Management and Corporate and Capital Markets practice) for a discussion of Pooled Employer Plans (PEP) with Terrance P. (Terry) Power, ERPA, CFP®, QPA®, CRPS®, (President and CEO, The Platinum 401k) and Philip S. (Phil) Scott (Registered Representative, Private Client Services, Investment Advisor Representative, Strategic Capital Advisers).

During this discussion, participants will:

  • Learn how recent federal legislation provides a new opportunity for separate employers who sponsor 401(k) plans to band together and form a single PEP
  • Understand the significant benefits many private equity and financial service firms will gain by participating in a PEP:
    • More tailored investment options
    • Lower fees and expenses
    • Reduced company risk and liabilities
    • Time and resource savings of senior officers
  • Identify the PEP option best suited for incorporation based on business operations and how the PEP can enhance the firm’s own service offering

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