APB Retirement’s Post

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The introduction of Pooled Employer Plans (PEPs) has disrupted the retirement industry, with the number of registered PEPs increasing by 76% between 2021 and 2022. While this poses a threat to some financial advisors, it also presents an opportunity for growth. By understanding the advantages of PEPs and finding the right partner, advisors can thrive in this changing industry.

How Retirement Plan Advisors Can Redefine Their Place In A PEP World

How Retirement Plan Advisors Can Redefine Their Place In A PEP World

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