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2022 AICPA & CIMA ENGAGE

ENG22SS03 - Leveraging the Pooled Employer Plan (PEP) to Grow Your Practice, presented by Paychex


Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am


Standard: $49.00

Description

Many retirement experts are calling the Pooled Employer Plan (PEP) 401(k) the most revolutionary change to the retirement market since the first 401(k) plan was launched in the 1970s. The PEP has the potential to be a game changer for millions of Americans who don’t currently have a way to save for retirement. Since the PEP makes it easier for more businesses to offer an employee 401(k), it could potentially expand your client base.

Learning Objectives:
  • Recall the key advantages of a PEP
  • Identify the types of clients who best benefit from a PEP
  • Compare the PEP 401(k) versus other retirement plan options
  • Recognize how a PEP can be leveraged to expand consultative opportunities

Speaker(s):

  • Alex Valdez, Accredited Retirement Plan Consultant, Director, Retirement Plan Sales, Paychex
Category: Concurrent Session Onsite and Online

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