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Selecting the Right Pooled Plan Provider: Due Diligence for Retirement Plan Advisors
Date: July 22, 2025
Time: 2:00 pm - 3:00 pm EST
New research shows plan sponsors are highly satisfied with Pooled Employer Plans (PEPs). As the PEP market continues to evolve, what should advisors consider when helping clients evaluate PEP providers, including the Pooled Plan Provider (PPP)? Learn the roles and responsibilities of a PPP and how to effectively evaluate their services.
By the end of the session, attendees will be able to:
- Leverage market research and trends to determine how Pooled Employer Plans can fit into your practice.
- Understand the role and key responsibilities of the Pooled Plan Provider.
- Effectively analyze and assess a Pooled Plan Provider.
Sponsored by:
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
