The 401(k)lub POD
The 401(k)lub POD
401JA(k)E
Should we pay attention to PEP 401(k) Plans? Special Guest Brendon Moore
40 minutes Posted Jul 10, 2020 at 9:01 pm.
0:00
40:47
Download MP3
Show notes

The SECURE Act approved the new PEP or Pooled Employer Plan option for 2021. I wanted to explore this new option with Brendon Moore, and advisor  out of Hartford Connecticut. He is working to launch a PEP in January 2021. Listen in as we discuss the good and bad of this new plan option. We both agree if you are a 401(k) advisor, you better start talking about this option now even if you don't plan to offer them.

Make sure to get to the (k)lub Sesh!!

https://www.401jake.com/sesh

---
Send in a voice message: https://podcasters.spotify.com/pod/show/401klub/message