Learning to Swim: Introduction to Pooled Employer Plans

Worldwide Employee Benefits Network [WEB] - Northeast Ohio Chapter

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