ABOUT THE WEBINAR

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WHAT IS A PEP?
A Pooled Employer Plan (PEP) is a qualified retirement plan adopted by multiple employers, with a Pooled Plan Provider (PPP) acting as the lead sponsor. The government recognizes the PEP as if it were a single plan for tax and audit purposes, but each employer who adopts the plan has the flexibility to select its own individual plan design. Employers who participate are able to outsource — or in some cases, eliminate — many responsibilities that come with running a retirement plan, and often, help reduce costs.

ADVANTAGES OF THE IMA PEP
The IMA Pooled Employer Plan (PEP) is powered by the Lincoln Financial Group platform, bringing your company a retirement plan that offers:

• The ability to focus on your core business, with heavily reduced administrative burdens. 

• Competitive or reduced administrative costs, with improved productivity. 

• An easy approach to offering your employees a quality benefit that can help them prepare for retirement.

As you consider the advantages of joining a PEP, you may find the most powerful benefit is intangible — the confidence of knowing your plan is in capable hands.
 
Eliminate all the tiresome paperwork and give you and your employees more time to focus on what's important — your business. 

 
DETAILS
Date:   May 23, 2023
Time:  11 a.m. - 12 p.m. ET

COST
FREE TO IMA MEMBERS