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Event Sponsor: Calfee, Halter & Griswold LLP

Calfee attorneys Steven W. Day (Partner, Employee Benefits and Executive Compensation practice), and moderator Patrick D. Hayes (Senior Counsel, Investment Management and Corporate and Capital Markets practice) were joined by Terrance P. (Terry) Power, ERPA, CFP®, QPA®, CRPS®, (President and CEO, The Platinum 401k) and Philip S. (Phil) Scott (Registered Representative, Private Client Services, Investment Advisor Representative, Strategic Capital Advisers) for a discussion of Pooled Employer Plans (PEP). 

During this discussion, particpants will:

  • Learn how recent federal legislation provides a new opportunity for separate employers who sponsor 401(k) plans to band together and form a single PEP
  • Understand the significant benefits many private equity and financial service firms will gain by participating in a PEP:
    • More tailored investment options
    • Lower fees and expenses
    • Reduced company risk and liabilities
    • Time and resource savings of senior officers
  • Identify the PEP option best suited for incorporation based on business operations and how the PEP can enhance the firm’s own service offering

For additional details on pooled employer plans and how they can help your firm, please see the attached factsheet. 

Watch the full webinar recording. 

View a transcript of this webinar. 

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