Cage Match 2024: MEP/PEP/GOP Showdown

ASPPA [American Society of Pension Professionals & Actuaries]

Speakers:

• Pete Swisher, CFP®, CPC, QPA, TGPC, Managing Partner, Group Plan Systems
• Annie Messer, AIF®, CPFA®,NQPATM, QKA®, RCCTM, Vice President, Fiduciary Services, Group Plan Systems

Description: Whether you work with them, sell against them, or contemplate building a program, you’ve probably encountered group solutions (MEP/PEP/GOP). As the retirement plan industry increasingly embraces multiple employer plan designs, it’s important to understand these plans, how they work, and what happens if they don’t. In this session, group plan solutions square off in the ultimate feature showdown (for nerds). We’ll look at their stats, strengths, weaknesses, structures, and how they stack up to the competition. Which employers are a good fit, and which should steer clear? How to judge the program? It’s all on the table

Learning Objectives:

• Wrestling with design, full-contact contracts, and grappling with pricing
• Audit punch and counterpunch- the audit blow-by-blow
• Combatting errors- lessons from the referees and coaches

More Information, How to Register