Loading Events
Jun 18

Fiduciary Academy: Understanding Pooled Employer Plans

Tuesday, June 18, 2024 3:00pm - 4:00pm EDT


About the Event

Employers today more than ever are tasked with providing a robust retirement plan offering. This can be difficult for a variety of factors including expenses, administrative burden, or potential risks. A pooled employer plan or PEP is now becoming a more realistic and attractive offering for many employers. To understand the potential optimizations of a pooled employer plan, please join our session where our experienced advisers discuss the in’s and out’s of this unique plan type.

Presented By

Joe Capela, QKA, QPA Vice President of Operations, OneDigital Retirement + Wealth
David Montgomery, CPFA, AIF®, CRPS®, C(k)P® Senior Vice President, OneDigital Investment Fiduciary Services



Tuesday, June 18, 2024
3:00pm - 4:00pm EDT


Virtual Event