WP&BC Denver Chapter: Pooled Employer Plans
Tuesday, June 13. 2023
Michael Clark, Managing Director and Consulting Actuary in Agilis’s Denver office, will discuss Pooled Employer Plans, which became an option for plan sponsors on January 1, 2021 as a result of provisions in the SECURE Act. These arrangements allow plan sponsors to become a participating sponsor of an otherwise larger defined contribution plan (401(k) or 403(b)). This luncheon will go through the details of how Pooled Employer Plans are setup in terms of record keepers, investment options, administration, plan design, fees, and ultimately fiduciary risk and responsibility.
Attendees will gain an understanding of:
Chapter members $25, non-members $35
A boxed lunch will be served.
Deadline to register is 12:00pm on June 12, 2023
Graciously made possible by our sponsoring partners:
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Kristen SanchezChapter Administratorinfo@wpbcdenver.org
PO Box #13
Parker, CO 80134