The landscape of the retirement plan industry is quickly evolving. Staying on top of the latest trends means knowing what tools you have at your disposal. Enter Pooled Employer Plans, or PEPs. PEPs are a compelling option for employers and advisors seeking efficient, cost-effective recordkeeping solutions.
The Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, is ushering in a new era for retirement plans. But what are PEPs? What are the factors to consider when determining if PEPs are right for them? Let's dive in to learn more.
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