Group 401k Retirement Plan Programs 101 💸 Thursday, July 11

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Group 401(k) Retirement Plan Programs 101

Thursday, July 11th – 10.30 AM to 11.30 AM

REGISTER NOW

The value and distinctions of Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs) and Multiple Employer Aggregation Programs (MEAPs) to your clients and practice. During this presentation we will discuss:

  • Why group 401(k)s?
  • Understanding group 401(k) retirement plan programs
  • Identifying potential opportunities
  • Recognizing and assessing client perspectives
  • Determining the best fit for your client
  • Realizing the value to your practice

Presentation by Patrick Mulquin, Regional Director with Lincoln Financial.

Questions?  Contact Jim Moore, CPS VP of Retirement Services, at jmoore@cpsbenefits.com or (949) 225-7145.