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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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