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.