Please join us for our February virtual meeting
A Conversation on PEPs
Join us for a discussion on Pooled Employer Plans (PEPs). Our presenters will discuss where things stand with PEPs and where this new type of plan may be headed.
Tuesday, February 23, 2021 10:00am-11:15am Location: Webinar (registration link will be sent prior to the meeting) Fees: Members - free, Non-Members - $20
Sponsored By:
About Our Presenters:
Rich Rausser Senior Vice President, Client Services Pentegera
Rich Rausser leads Pentegra’s Consulting, Product Development, Marketing & Communications, BOLI and Non-qualified Plan Sales and Actuarial and Technical Services teams. Besides that, he’s an all-around good guy and Pentegra SmartPathTM champion. Since joining Pentegra in 1997, he’s traveled the country to visit over 1,000 clients, helped develop and launch new and exciting products and services, and has continued to add to his more than 30 years of experience in the retirement benefits field.
Troy Tisue President TAG Resources, LLC In 2001, Troy Tisue founded TAG Resources to address the 401(k) product gap in the small business sector. Troy is a pioneer in the multiple employer industry: The Open MEP®, the 3(16) model, and many of the aggregated plan structures being offered throughout the country today were born from TAG’s approach to pooled structures. Troy is one of the industry’s leading experts on both multiple employer plans and fiduciary outsourcing. He is regularly invited to Washington DC to share his knowledge on the retirement industry with legislators and contributes to retirement focused articles for a number of national publications.
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Kristen SanchezChapter Administratorinfo@wpbcdenver.org
Address: PO Box #13 Parker, CO 80134