The Power of Pooled Employer Plans

Webinar Hosted by the First Western Trust Retirement Team and Ameritas

Wednesday, August 13

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10:30 AM – 11:30 AM

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Zoom Webinar

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Simplify Your Corporate Retirement Planning

Offering a retirement plan doesn’t have to be costly or complex. Thanks to SECURE Acts 1.0 and 2.0, PEPs now offer employers a simplified, cost-effective way to manage retirement plans. The Wealth Creator PEP is designed to reduce administrative burden, lower costs, and eliminate many fiduciary responsibilities.

In this webinar, we’ll explore how Pooled Employer Plans (PEPs) can help reduce costs, ease administrative responsibilities, and deliver strong retirement benefits.

What You’ll Learn:

• How a PEP can relieve you of key fiduciary duties—like filing Form 5500, maintaining ERISA bonds, and managing plan documents.
• Why the Wealth Creator PEP offers strong governance with no conflicts of interest.
• How your organization can benefit from reduced fees, no annual audits, and access to low-cost institutional funds.

Retirement Services Services are Not FDIC Insured, Not guaranteed by the Bank, May Lose Value

An overhead shot captures a colorful group of professionals in a modern office, gathered around a large table, discussing ideas and working together in an innovative environment.

Smarter retirement solutions start here. Join us to learn about Pooled Employer Plans.

This webinar is ideal for HR leaders, CFOs, business owners, and anyone involved in managing or overseeing your organization’s retirement plan.

Reserve your spot today and discover a smarter way to offer retirement benefits.