A Powerful Partnership: How Advisors Can Create a "Partner" PEP with Newport 

Feb 23, 2021

Pooled employer plans (PEPs) are poised to revolutionize the retirement industry in 2021. And Newport can partner with advisors to offer what are known as "partner" PEPs. 

During our PEP webinar series, Newport Executive Vice President Mike DiCenso and Vice President, Key Accounts and Conversions Lisa Lacayo answered questions from advisors  about “partner PEPs,” in which an advisor acts as the plan’s 3(38) while Newport serves as the Pooled Plan Provider (PPP).
 

Learn More About PEPs

You can learn more about our PEP solutions with the resources below:

Watch the full presentation here: 

• Watch the first webinar in our PEP series: Introducing the Newport PEP: A Powerful New Tool for You and Your Clients.
• Download slides from the presentation.
• View our PEPs brochure.

Ready to Get Started with Newport?

Find out how you can partner with Newport.