Better Business, Better Life: Building on Your Success with Terry DuPont Episode 50 Maximizing Efficiency: Implementing Pooled Employer Plans with Paul Salamon and David Schlageter.

Paul SaIamon, CPFA has been a Financial Services professional for over 30 years.

As an Independent Advisor and Retirement Plan Specialist, focusing on the unique needs of each corporate client and works to create plan efficiency and reduce fiduciary risk.

David Schlageter is Regional Vice President Ameritas Southeast Region with 30+ years in qualified plan experience. He is a Specialist in Pooled plan consulting.

Listen to this informative Better Business, Better Life episode with Paul Salamon and David Schlageter about Pooled Employer Plans

Here is what to expect on this week’s show:

● PEPs enable companies to outsource fiduciary and administrative responsibilities, reducing individual burdens and audit costs. By streamlining these processes, employers can redirect their focus on essential business tasks.

● Employers are encouraged to thoroughly analyze key documents related to PEPs to ensure they align with the best interests of plan participants and beneficiaries. Understanding the plan's features, provisions, fees, and service agreements is crucial in making informed decisions.

● It's highlighted in the episode that employers must act in the best interests of plan participants and beneficiaries, as part of their fiduciary obligation. Evaluating PEPs as a platform upgrade and comparing them against single employer plans is essential for making informed choices.

Connect with David:

LinkedIn: https://www.linkedin.com/in/drschlageter/

Microsite: https://mypepconnection.com/clearvantagepep/

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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