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PEP Talk: Helping Businesses Save on Retirement Offerings

If you want to offer or improve retirement savings plans for your employees, or if your business operates in a state where retirement planning is now mandated, what advantages could a Pooled Employer Plan (PEP) provide? Longtime retirement planning consultant Kelly Michel shares how a PEP plan can reduce your costs, minimize your fiduciary liability, and may even garner business tax credits, while still offering your workers the traditional benefits of a 401(k) plan.

Topics include:

2:33 - Kelly's background in Multiple Employer Plans

4:12 - What's a Pooled Employer Plan (PEP)?

5:24 - How the…

The skinny

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