Videos and Webinars

PEPs: Is Last Year's Rookie This Year's All-Star?

Jan 06, 2022

If you haven't considered PEPs for your 2022 playbook, take another look.

A year ago, there was both enthusiasm and skepticism about how the Pooled Employer Plan (PEP) would fit into the market and your practice. In this advisor-only webinar, Newport's experts revealed: 

How PEPs have fared after just one year

  • How advisors are using PEPs to build their business
  • When PEPs are appropriate for clients
  • Everything we know about the impact of pending legislation, including state mandates
  • Answers to the PEP questions advisors and their clients are asking

Click here to download the slides from the presentation

Want to learn more about PEPs?

Visit newportpep.com to see a brochure or explainer video, or get in touch with Newport.

Copyright © 2015-2023 Newport Group, Inc.  All rights reserved.
Unauthorized access is prohibited. This site is designed for U.S. residents only.

Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. 

Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser. Securities are offered through Newport Group Securities, Inc., a dually-registered investment advisor and broker dealer, member FINRA. Securities in California are offered through Newport Securities Insurance Services. For more information about Newport Group Consulting and its services, Newport Group Securities, Inc. or Newport Securities Insurance Services and services offered, please refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905, visit our website at www.newportgroup.com, or advisorinfo.sec.gov.  

Newport Trust Company is a New Hampshire state-chartered trust company Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

Newport Group Consulting, LLC, Newport Group Securities, Inc., and Newport Trust Company are subsidiaries of Newport Group, Inc., an Ascensus Company.