Pooled Employer Plans: Background and Benefits for Private Equity and Other Financial Services

Calfee, Halter & Griswold LLP

Please join Calfee attorneys Steven W. Day (Partner, Employee Benefits and Executive Compensation practice), and moderator Patrick D. Hayes (Senior Counsel, Investment Management and Corporate and Capital Markets practice) for a discussion of Pooled Employer Plans (PEP) with Terrance P. (Terry) Power, ERPA, CFP®, QPA®, CRPS®, (President and CEO, The Platinum 401k) and Philip S. (Phil) Scott (Registered Representative, Private Client Services, Investment Advisor Representative, Strategic Capital Advisers).

During this discussion, participants will:

• Learn how recent federal legislation provides a new opportunity for separate employers who sponsor 401(k) plans to band together and form a single PEP
• Understand the significant benefits many private equity and financial service firms will gain by participating in a PEP:
  • More tailored investment options
  • Lower fees and expenses
  • Reduced company risk and liabilities
  • Time and resource savings of senior officers
• Identify the PEP option best suited for incorporation based on business operations and how the PEP can enhance the firm’s own service offering

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