Please note when logging in—Your username is now your email address. If you need assistance, call (888) 334-3327 and follow the menu options or email membership@ifebp.org.

Webcast

Pooled Employer Plans (PEPs): Mitigating Fiduciary Risk While Reducing Administrative Burden
Webcast
Free to International Foundation and ISCEBS members

Pooled Employer Plans (PEPs): Mitigating Fiduciary Risk While Reducing Administrative Burden

Tuesday, December 12, 2023|3:00-4:30 p.m. ET

Pooled employer plans (PEPs) are gaining popularity as a retirement plan option that helps improve retirement outcomes while controlling costs. What questions should plan sponsors ask before putting the PEP into their benefit plan step? Tune in and:

• Discover how PEP features differ from those found in single employer plans

• Learn why (and how) PEPs are gaining popularity

• Recognize how PEPs may reduce expenses and how plan sponsors can evaluate the cost

• Find out whether PEPs can really eliminate plan audits—Is it too good to be true?

• Understand the effects of offloading roles to outside administrators

• See how adopting a PEP typically reduces fiduciary risk and administrative burden.

Speaker: Robert Whited, II, CFA, CEBS Managing Director,  Creative Planning Retirement Services Los Angeles,  CA
Speaker: Samuel A. Henson, J.D., CEBS, ASPPA-APM Chief Legal Officer,  Creative Legal Planning Kearney,  MO
Watch Now More Webcasts
×

In order to achieve a more secure and compliant experience, we no longer support Internet Explorer. Please use one of the browsers listed below:

  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari

View our system requirements for more details.