Time for a PEP Talk: Advisor’s Guide to Pooled Plans

National Association of Plan Advisors [NAPA]

Group retirement plans are reshaping how advisors serve their clients, and Pooled Employer Plans (PEPs) are at the center of that shift. This session is built for advisors managing employer-sponsored retirement plans who want to add value, reduce administrative friction, and uncover a repeatable growth opportunity.

If you've wondered how PEPs differ from traditional Multiple Employer Plans (MEPs)—or how to identify the right employer clients for them—this webinar gives you the clarity and the playbook to act with confidence.

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