Wednesday, June 9th, 2021 from 12:00 PM to 1:00 PM PST
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Rick Unser 
Lockton Retirement Services 

Time To Jump into the 401(k) Pool? Understanding & Evaluating The New Pooled Employer Plans

Pooled Employer Plans (PEPs) have burst onto the scenes in 2021. The promise and sizzle surrounding these programs sound very appealing. How do you know if transitioning from your current single employer plan to a PEP would make sense for you? Join our timely webinar to find out! 

Joining me will be Samuel Henson, JD, Senior Vice President of Legislative and Regulatory Affairs for Lockton Retirement Services.

  • What is a Pooled Employer Plan
  • How do they work
  • Pros and cons compared to a single employer plans
  • When PEPs don't make sense
  • How to determine a path forward
All registrants will receive a complimentary white paper about Pooled Employer Plans. 

Attendees will receive a workbook and decision matrix to evaluate whether to stay the course with a Single Employer Plan or look into a Pooled Employer Plan. 


This webinar has been submitted for one hour of HR continuing education credits.

Based on feedback we are going to host a regular webinar series on Wednesdays. Each webinar will provide new and timely updates for attendees on developments in the markets, economy, regulations, litigation or other events that impact 401(k) and other workplace retirement plans.

We will also have an open Q&A at the end of each webinar. Be sure to bring your questions, we will either answer them or find answers for you.

Hope to see you virtually on a Wednesday in the near future!
Rick Unser
Lockton Retirement Services
Mobile - 310-922-3544 | Email - runser@lockton.com