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Webinars
and Podcasts
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Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

View More Worldwide Employee Benefits Network [WEB] - Northeast Ohio Chapter Webinars, Podcasts and Conferences

Learning to Swim: Introduction to Pooled Employer Plans

Worldwide Employee Benefits Network [WEB] - Northeast Ohio Chapter

Jan. 13, 2022
On-Demand
Webinar

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