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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Wei Lee

Director, Portfolio Management & Equity Research

Wei Lee earned his BA in Psychology from Stony Brook University in 2005. He started his career in financial services as a portfolio associate for a registered investment advisor, where his duties included client service, investment research, and portfolio management for the firm's high net worth clients. He worked with lead equity strategists to develop and implement All Cap and Large Cap equity models for the firm’s clients. His responsibilities at United Asset Strategies include investment research, security selection, and portfolio management. Leveraging his equity experience, he developed and manages the firm’s Dividend models as well as options strategies. Wei passed Level I of the Chartered Financial Analyst designation exam.

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