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

Group 401(k) Retirement Plan Programs 101

Thursday, July 11th – 10.30 AM to 11.30 AM


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 or (949) 225-7145.