This event has passed. Contact lindsayluketic@advokateadvisors.com if you are interested in this webinar replay or attending future webinars.
About the Webinar:
Pooled Employer Plans are changing how employers approach retirement plan management. Join Advo(k)ate Advisors and Transamerica for a live webinar exploring the Advo(k)ate Nexus PEP and what it means for advisors and their clients.
What We’ll Cover:
- What a PEP is and how it works
- Why PEPs are an increasingly attractive option for plan sponsors
- How fiduciary outsourcing reduces liability for employers
- The roles of Advo(k)ate Advisors and Transamerica in delivering a pooled plan solution
- How advisors can position PEPs as a competitive advantage for their clients
Presenters:
