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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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July Business Services
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ESOP Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Managing Director - Operations, Benefits Daybright Financial
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Strongpoint Partners
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Mergers & Acquisition Specialist Compass
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Anchor 3(16) Fiduciary Solutions
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Retirement Plan Consultants
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BPAS
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Combo Retirement Plan Administrator Strongpoint Partners
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Compass
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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View More Broadridge Webinars, Podcasts and Conferences
Pooled Employer Plans; Reduce Work and Maximize Fiduciary ProtectionsBroadridge |
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Nov. 1, 2023 On-Demand Webinar |
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PEPs have changed the landscape of retirement plans. We’re going to discuss the current state of the marketplace, how SECURE and SECURE 2.0 have changed how advisors and employers should look at pooled arrangements, and how Advisors are using PEPs to create efficiency in their own practice while creating value for the employers they serve. Learning Objectives: By the end of the session, attendees will be able to…
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