Ascensus’ Kate Whitmore and Fiducient Advisors’ Tyler Polk provide a timely update on Pooled Employer Plans. Discussion topics include:
• Regulatory history of PEPs
• Plan Sponsor, fiduciary and employee benefits of entering into a PEP arrangement
• Details about the Fiducient Advisors’ PEP
• A case study discussion of PEPs vs single plan structures
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