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Benefits of moving your 401(k) to a pooled employer plan

4.20.22 | Recording

Is your business looking to reduce its time-consuming administrative duties, fiduciary liability and expenses related to its employee retirement plan? A Pooled Employer Plan (PEP) offers the flexibility to implement plan features that fit your organization while limiting your risk and cost associated with an individual custom plan. In this webinar, Chris Wagner of Lutz Financial and Mike Lyons and David Lipscomb of Newport help companies understand the benefits of moving to a pooled employer plan.

Key Takeaways:

  • Overview of a PEP
  • Benefits of a PEP
  • Is a PEP Right for You?

Seminar Level: GENERAL EMPLOYEE BENEFIT PLAN KNOWLEDGE AND UP

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