Current Programs Offered by United Asset Strategies
Pooled Employer Plans (PEPs) & The Future
Session explores the future of 401(k) plan management and the growing role of Pooled Employer Plans (PEPs). We’ll discuss how employers view the challenges of managing 401(k) plans and how PEPs can help reduce fiduciary risk, streamline administration, and lower costs.
-- COMING SOON --
Field of Study: Specialized Knowledge
Prerequisites: Basic knowledge of corporate retirement plans & fiduciary responsibilities
Who Should Attend: Professionals with Business Owner, C-Suite, HR Management, Director clients; professionals interested in learning about PEPs
- Develop foundational knowledge of Pooled Employer Plans (PEPs)
- Compare differences between single-employer plans & PEPs
- Determine when PEPs may be appropriate for 401(k) plan fiduciaries
Participants will earn 1.0 CPE credit
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Questions? Contact Marisa Smith at marisas@unitedasset.com
No course fee; refunds not applicable. For concerns, and/or program cancellation policies please contact Robert Murphy at 516.222.0021.
United Asset Strategies, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.