Pooled Employer Plan (PEP) options broadened for small business owners on January 1, 2020 through the SECURE Act. However with COVID-19 and the CARES Act, discussion around PEPs hasn’t seemed forefront.
Deb Rubin, VP and Managing Director at Transamerica, is here to help you understand the SECURE Act, new Pooled Employer Plan options available, and what you need to know for your clients.
Deb will discuss the various types of pooled asset arrangement retirement plans – the differences, advantages, and disadvantages of each. She will also touch on current proposed legislation, what to look for from record keepers, and tips for Advisors and TPAs on establishing these plans for their practice. The goal is to help you understand these plan types, how to discuss options with your clients, and if they are a good fit for your practice.
Deadline for registration is September 21st; attendance is free to PECA members and $25 to non-members.
2 hours of CE credit are available for ASPPA and NIPA. CE should be self-reported and Certificates of Participation will be provided. We will report CE for ERPA to the IRS on your behalf if requested. Each attendee must register and log in the webinar individually to watch and listen to the presentation to receive CE credit. Listening by phone or in a group will not qualify for CE credit.
Our webinar will be delivered via Zoom, courtesy of ERISApedia.com. Once you have registered on the PECA website for this event, a link will be sent to you for the ERISApedia.com platform. Please follow this link upon receipt so that you will later be sent the program attendance invitation in advance of the event.
Deb Rubin serves as Vice President and Managing Director of TPA and Special Markets at Transamerica. Deb’s commitment, like that of the company, is to help Americans save, invest, protect and retire and live life on a path that leads to financial security.
Deb has an undeniable passion for the retirement plan industry. She specializes in helping professionals and organizations build their brands, fine tune their messaging, expand leadership expertise, identify and execute on business development and improve efficiencies. Additionally, she has made it a personal commitment to help smaller employers find the technical, fiduciary and administrative support they need in order to offer a competitive retirement plan to their employees.
Deb is active in industry organizations including the American Retirement Association (ARA) and the National Institute of Pension Administrators.
Thank you to our Sponsor for this Event: