Pooled Employer Plans; Reduce Work and Maximize Fiduciary Protections

Broadridge

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…

1. Better understand the current retirement plan landscape.
2. Know how SECURE and SECURE 2.0 created and impacted pooled arrangements.
3. Learn a basic understanding of Pooled Plans and their benefits.
4. Better understand who is a good fit for a PEP – and who isn’t.

More Information, How to Register