Revolutionizing Lifetime Income Options From Defined Contributions Plan

October 27, 2023

Are traditional retirement vehicles on their way out? With the advent of Pooled Employer Plans, employers are finding it easy to offload almost all their day-to-day duties with their retirement plan including much of their fiduciary risk. What’s more is that in many instances there is the opportunity for fee savings – direct and indirect. This 45-minute webinar will provide you with an independent view of and all the reasons why Pooled Employer Plans may be in your best interest.

David Rosenblum
Managing Director
Joe Anzalone
Managing Director

INVESTMENT ADVISOR:  Investment advisory services are provided by Agilis Partners LLC, an investment advisor registered with the US Securities and Exchange Commission.

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