- Speaking Hosting
- Presentation Slides: Is a Pooled Employer Plan (PEP) Right for Your Company?
- Recording: Is a Pooled Employer Plan (PEP) Right for Your Company?
In this on-demand webinar, we examine a key provision of the SECURE Act: the Pooled Employer Plan (PEP) 401(k). This new type of retirement plan allows unrelated employers to opt into a group plan arrangement, reducing administrative, reporting, and compliance burdens. We discuss how these arrangements are structured, potential benefits to employers, and limitations/potential pitfalls of adopting into this new type of plan.
Who should view:
This session is designed for business owners, HR professionals, finance professionals, employee benefit managers, and plan sponsors.
- Crystal Coleman, Principal
- Rachel Mahmood, Manager
- Chip Logan, Retirement Plan Consultant, CliftonLarsonAllen Wealth Advisors, LLC