Pooled Employer Plans (PEPs) + 401k Collective On-Demand Recording, August 2025

Pooled Employer Plans are one option for your organization’s retirement plan benefit. This webinar, hosted by our advisor - Jenna Witherbee - is a 30-minute overview of PEPs aka Pooled Employer Plans. Jenna also discusses the recently launched 401k Collective PEP that provides a solution to work with our team as an alternative to the state mandate program.

Today’s agenda includes:

1. Pooled Employer Plans (PEPs)

2. State Mandated Programs

3. Ideal PEP Candidates and Success Stories

4. Additional Resources for Retirement Plan Sponsors

Note: Please feel free to share this recording with any retirement plan sponsor / fiduciary to an organization’s retirement plan. Our education series is meant to be shared.

If you’d like to learn more about the 401k Collective PEP that gives you access to our team and service model, click the button below.

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