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The Americas 401(k)/403(b) Pooled Employer Plan - Is It Right for Your Organization?
Have you heard about the benefits of a Pooled Employer Plan (PEP) for 401(k) or 403(b) retirement plans, but aren’t sure if it’s right for your organization? Do you sign the Form 5500 for your organization? What does it mean to be an operational fiduciary? Do you know who holds fiduciary responsibility within your plan?
In this session, we’ll break down the core benefits of joining a PEP, including:
• Easy to administer
• Frees up internal resources
• Minimizes fiduciary liability
• Cost-competitiveness
• Reduced audit burden
• Compliance with regulations
The session will also explore how offering a modern retirement plan can help attract and retain valuable talent while helping your employees save for retirement and achieve financial wellness.
In this session, we’ll break down the core benefits of joining a PEP, including:
• Easy to administer
• Frees up internal resources
• Minimizes fiduciary liability
• Cost-competitiveness
• Reduced audit burden
• Compliance with regulations
The session will also explore how offering a modern retirement plan can help attract and retain valuable talent while helping your employees save for retirement and achieve financial wellness.
