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Discover how Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs) offer cost-effective, low-risk retirement solutions for clients of all sizes to help close the retirement gap.

Pooled employer plans (PEPs) are a type of retirement plan designed specifically to eliminate some of the barriers that have traditionally kept smaller businesses from offering a retirement savings plan, and make it easier for more Americans to participate in an employer sponsored retirement plan. 

Help clients navigate state-mandated retirement programs and explore alternative qualified plan options to meet their business needs. 

Help clients evaluate retirement plan providers using a comprehensive checklist to ensure they choose the best fit for their business needs.

Managed account programs offer personalized solutions to improve retirement readiness for plan participants. Share the key aspects of managed accounts and how they can enhance retirement outcomes with plan sponsors, and learn how it can help you scale your practice. 

Expand your advisory practice by integrating retirement plans, leveraging the SECURE 2.0 Act and state mandates to meet growing demand and enhance client relationships.