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Discover PEPs: Your Key to Cutting Audit Costs

Get ready to indulge in fine wines, delectable appetizers, and innovative insights at an exclusive wine-tasting happy hour event!

By 401k Extra

Date and time

Thursday, May 2 · 4 - 6pm MDT

Location

Cafe Vino

1200 South College Avenue Fort Collins, CO 80524

Agenda

4:00 PM - 4:15 PM

Networking & Apps

4:15 PM - 5:00 PM

Wine Tasting

5:00 PM - 5:30 PM

PEP Talk with Ted

5:30 PM - 6:00 PM

Networking

About this event

  • 2 hours

Join us for an exclusive wine-tasting happy hour event at Café Vino, featuring insights on Pooled Employer Plans (PEPs) from our presenter and former practicing ERISA attorney Ted Schmelzle, JD, CIPP, VP of Standard Retirement Services. Ted will be discussing a game-changer in the world of 401(k) plans, Pooled Employer Plans (PEPs). Discover how PEPs are helping to reshape the retirement plan landscape and empowering businesses to:


  • Cut the costs and time of an annual plan audit
  • Reduce significant amounts of fiduciary liability
  • Simplify plan management
  • Provide administrative relief
  • Lower plan fees via economies of scale


Don't miss this opportunity to elevate your retirement planning strategy and network with industry leaders. Spouses, partners, co-workers, and friends are more than welcome to join in the fun as well. Secure your spot now for an evening of enlightenment, networking, and fun!

Frequently asked questions

What is the cost to attend?

This is a free event open to all!

What is a PEP?

A PEP is a new type of retirement plan that many industry experts believe will transform the retirement plan services marketplace over the next decade. Join us to learn more about how PEPs are reshaping the retirement plan landscape while indulge in fine wines and delectable appetizers!

What type of business can benefit from a PEP?

Any company that is offering or looking to offer a 401k plan can benefit from a PEP. Especially if the business is subject to an annual 401k plan audit, a PEP can help a business avoid many of the the hassles and costs of an annual plan audit and streamline plan management.

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