Unlocking the Potential of Pooled Employer Plans (PEPs): Boost Productivity and Maximize Fiduciary Protection

Broadridge

As a financial professional, navigating the intricacies of retirement plans while staying compliant can be a daunting task. Enter Pooled Employer Plans (PEPs), a game-changing provision from SECURE 2.0 designed to simplify retirement plan management and elevate fiduciary protections. This compelling webinar will demystify PEPs, showcasing how they can drive efficiencies for your practice and your plan sponsor clients.

Join us for an in-depth exploration of this innovative approach while you discover strategies to leverage PEPs as a potential smarter, more efficient and compliant solution for your clients and prospects.  

Learning Objectives:

By the end of the session, attendees will be able to…

1. Comprehend the fundamentals of PEPs. Gain a thorough understanding of what Pooled Employer Plans are and their regulatory backdrop.
2. Identify tangible benefits of PEPs. Learn the key advantages plan sponsors may realize by joining a PEP, including increased administrative efficiency, reduced costs and enhanced fiduciary protection.
3. Clarify roles and responsibilities. Understand the roles and responsibilities within a PEP structure to better advise your clients and manage expectations.
4. Spot ideal candidates. Identify which clients and businesses are best suited for a PEP, ensuring a tailored fit that maximizes impact and satisfaction.

More Information, How to Register