Thursday April 29, 2021 | 10 – 11 a.m. CT | Webinar
Recommended CPE: 1 CPE credit, Specialized Knowledge
In this complimentary 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 will discuss how these arrangements are structured, potential benefits to employers, and limitations/potential pitfalls of adopting into this new type of plan.
At the end of this session, you will be able to:
- Identify the benefits and limitations of the new arrangement
- Outline considerations for evaluating whether a PEP arrangement is right for your company
Who should attend
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
Please register by April 28, 2021
Recommended CPE: 1 credit, Specialized Knowledge
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based