Replay Now Available! 

What You Need to Know About Pooled Employer Plans 

The SECURE Act created a new type of plan—a pooled employer plan known as a PEP. These plans will play a significant role in the retirement plan market, and financial professionals who get in on the ground floor could potentially benefit.

Join us to hear Fred Reish discuss:

  • What a Pooled Employer Plan (PEP) is and the role of the pooled plan provider (PPP).
  • The advantages of a PEP, including reduced investment and administrative costs and the ability to transfer away most fiduciary responsibilities.
  • How you can grow your business and efficiently service more plans



Featured Speaker:

Fred Reish

JD, Partner, Drinker Biddle & Reath LLP


Hosted By:

Rick Fuerman

Head of Defined Contribution Marketing
Hartford Funds


The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

The views expressed here are those of Fred Reish. They should not be construed as investment advice or as the views of Hartford Funds or the employees of Hartford Funds. They are based on available information and are subject to change without notice. The information above is intended as general information and is not intended to provide, nor may it be construed as providing, tax, accounting or legal advice. As with all matters of a tax or legal nature, please consult with your tax or legal counsel for advice. This material and/or its contents are current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Fred Reish.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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