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Is a PEP the Right 401(k) Solution for My Client?

Is a PEP the Right 401(k) Solution for My Client?

by Greg Snyder | Nov 12, 2021 | Advisor Articles, Advisors

First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest evolution in the 401(k) marketplace and was made possible through the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. A PEP allows employers to...
Paying Fees from Plan Assets

Paying Fees from Plan Assets

by Greg Snyder | Aug 30, 2021 | Employer Videos, Employers

How the CARES Act Applies to Your Retirement Plan

How the CARES Act Applies to Your Retirement Plan

by Greg Snyder | Aug 30, 2021 | Employer Videos, Employers

SECURE Act

SECURE Act

by Greg Snyder | Aug 30, 2021 | Employer Videos, Employers

Four Things to Know About ERISA Fidelity Bonds and Fiduciary Liability Insurance

Four Things to Know About ERISA Fidelity Bonds and Fiduciary Liability Insurance

by Greg Snyder | Aug 30, 2021 | Employer Videos, Employers

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