From MEPs to PEPs & More: What Advisors Need to Know
The SECURE Act is the most significant retirement legislation since PPA 2006. SECURE is designed to help more people save for retirement, but what exactly are the changes and what is the impact of these changes for advisors and employers?
Register today for a SECURE Act presentation predicated on helping Financial Advisors prepare their clients on the new retirement platform landscape!
Trey Galuppi, TRA’s MEP Specialist and John Markley, TRA’s Industry Relations Director, will address the impact recent legislation on existing retirement plan platforms, new opportunities and why you should partner with an independent TPA like TRA.
Director of Industry Relations
Please join us Wednesday, March 25th, as we discuss how specific types of group plans are impacted by the SECURE Act, which include:
- MEP’s (Multiple Employer Plans)
- PEPs (Pooled Employer Plans)
- Aggregation Plans
Our focus is on helping advisors determine which plan platform is right for which clients.
