Case Study Why One Company Decided to Join a Pooled Employer Plan

March 20, 2024

Join us as we discuss the thought process and experience of one not-for-profit company as they explored pooled employer 401(k) plan (PEP) market. We’ll discuss the factors they looked at in analyzing the PEP marketplace, the rationale for why they ultimately decided to join a PEP, and how they believe this will help their governance structure moving forward. We will be joined by Kelly Fanella, Executive Director of the Conference of Consulting Actuaries.

Michael Clark
Managing Director
Kelly Fanella
Executive Director of the Conference of Consulting Actuaries

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