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The MandMarblestone Group, llc
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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MAP Retirement
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Relationship Manager - Actuary Daybright Financial
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Regional Vice President, Sales MAP Retirement
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Daybright Financial
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MAP Retirement
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Retirement Relationship Manager MAP Retirement
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Goldberg, Swedelson & Associates
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The Pension Source
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MAP Retirement
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Selecting the Right Pooled Plan Provider: Due Diligence for Retirement Plan AdvisorsBroadridge |
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July 22, 2025 On-Demand Webinar |
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New research shows plan sponsors are highly satisfied with Pooled Employer Plans (PEPs). As the PEP market continues to evolve, what should advisors consider when helping clients evaluate PEP providers, including the Pooled Plan Provider (PPP)? Learn the roles and responsibilities of a PPP and how to effectively evaluate their services. Learning Objectives: By the end of the session, attendees will be able to…
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