Register Today! PEPs & The Future of 401(k)

Hosted by: Michael Abate AIF®, CRPS®

Date: Wednesday, October 28th

Time: 12:00pm ET

PEPs & The Future of 401(k)
Webinar 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.

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Investment Management

Investment Management

United Asset Strategies is dedicated to consistently advocating for our clients' best interests and financial well-being through prudent and sound investment strategies customized to achieve desired investment and financial goals. At United, our Portfolio Managers can create customized portfolios to meet specific investment objectives, such as the promotion of charitable goals, socially conscious investing or mitigating tax burdens. We want to work with you to solve any financial challenges you may face and we look forward to helping you achieve your financial goals.

Services:

  • Active Money Management
  • Disciplined Buy/Sell Strategies
  • Portfolio Stress Testing
  • Tax Efficient Transition Management
  • Tax Harvesting
  • Proprietary Legacy Holding Tracking Process
  • Concentrated Position Strategies

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