What to Know About PEPs vs. State-Run Plans

August 27, 2024

JULY’s COO, Blake Willis, covers some of the ins-and-outs of state-run retirement plans and how they compare to Pooled Employer Plans (PEPs).

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State of PEPs: Q&A with Theresa Conti

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With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.