Description

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. 

Speakers: Crystal Coleman, Principal Rachel Mahmood, Manager Chip Logan, Retirement Plan Consultant, CliftonLarsonAllen Wealth Advisors, LLC 

Please register by April 28, 2021

Fee: Complimentary 

Register here: Is a Pooled Employer Plan (PEP) Right for Your Company? : 2021 : Events : CLA (CliftonLarsonAllen) (claconnect.com)