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Join us for a presentation about
Pooled Employer Plans (PEP) - Not only for 401(k)
By: Ryan Coole, Wheeler
Let’s Add Some PEP to the Employer Workspace ⚡… I don’t mean Monster Energy drink!
This webinar will cover:
- What is PEP?
- The benefits/risks
- 2021 Secure Act introduced the 401(k) market to the Pooled Employer Plan structure.
- 403(b) have been in line for the club and its time to let them in
- How is it different than other Multiple Employer Plans?
Tune in to this interactive discussion on how the average PEP is saving HR departments hours of time to devote to their core business.
About the Speaker
Ryan Coole, Chartered Retirement Plans Specialist®, helps employers build retirement plans that actually work - for the business and the people behind it. As Qualified Plan Director at Wheeler Retirement Plans since 2014, helps plan sponsors strengthen fiduciary processes, translate ERISA complexity into plain English while providing employee engagement that goes beyond check-the-box education. He and his team’s commitment to clarity of outcomes earned him recognition as one of the Financial Times “Top 500” 401(k) Advisors in the U.S. (October 2020) and his team a NAPA Top Advisor Team since 2024. Ryan graduated from the University of Minnesota Duluth with a B.A. in Accounting while playing four years for the UMD Bulldog hockey team - numbers by day, slap shots by night. A Duluth native, he and his wife, Jodi, live in Lakeside with their three daughters - Madison, Bailey, and Nora - and the family’s Black Lab, Juno (who firmly believes she runs the household).
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While this event is FREE for HHRAM Members, we ask that you register so that we can get an estimate on how many people will be attending!
Non-Member fee is $25. If you become a member, in the same month of the Lunch Bytes session, then your $25 fee will be deducted from your membership total (one-time use, only). To receive this discount on membership, please email hhram@teamwi.com.
Please note that AFTER you register, you will receive a confirmation email with the Zoom link to the event.
