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WEBINAR WEDNESDAYS

SHOULD WE JUMP INTO THE 401(k) POOL?

EVALUATING THE NEW POOLED EMPLOYER PLANS

April 14th, 2021  |  12pm - 1pm / Pacific Time

Pooled Employer Plans (PEPs) have burst onto the scenes in 2021. The promise and sizzle surrounding these programs sound very appealing.

 

How do you know if transitioning from your current single employer plan to a PEP would make sense for you? Join our timely webinar to find out! 

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WE PLAN TO COVER

  • What is a Pooled Employer Plan

  • How do they work

  • Pros and cons compared to a single employer plans

  • When PEPs don't make sense

  • How to determine a path forward

All registrants will receive a complimentary white paper about Pooled Employer Plans. 

 

Attendees will receive a workbook and decision matrix to evaluate whether to stay the course with a Single Employer Plan or look into a Pooled Employer Plan. 

ABOUT WEBINAR WEDNESDAYS

Webinar Wednesdays is a serious of webinars that provide new and timely updates for attendees on developments in the markets, economy, regulations, litigation or other events that impact 401(k) and other workplace retirement plans.

This webinar has been submitted for one hour of HR continuing education credits.

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RICK UNSER

Dad, Podcast Host, Workplace Retirement Plan Consultant

 

Rick has over twenty years of experience as a retirement consultant helping employers with their workplace retirement plans. 



He also hosts the 401(k) Fridays Podcast, a weekly podcast where he interviews an expert guest on a timely retirement plan topic or trend and writes on various retirement plan topics as a Forbes contributor. 

SAMUEL HENSON

Samuel Henson, JD, Senior Vice President of Legislative and Regulatory Affairs for Lockton Retirement Services.

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info@401kfridays.com   |   725 S. Figueroa St. 35th Floor, Los Angeles, CA 90017