Jan 11, 2022
Josh Null and Will Steih of Gulf Coast Financial Advisors
discuss Pooled Employer Plans, commonly known as a “PEP”. A PEP is
a way for a smaller 401k plan to “pool” their investments with
other businesses in an effort to improve the buying power of the
plan as well as spread administrative costs over a wider base. Will
and Josh discuss how the SECURE Act made certain rule changes
designed to make PEPs more attractive to small business owners, as
well as giving more flexibility in the types of companies that
associate in a pool. Will and Josh also discuss how their
connection to Qualified Plan Advisors gives them access to a Pooled
Plan Provider, sometimes referred to as a “P3”.
Want To Know More About Will and
Josh?
If you would like to
continue the conversation with Josh and Will, make an appointment
on our website at https://gulfcoastfa.com/, or feel free to call
251-327-2124 or email jnull@gulfcoastfa.com.
Want More Wealth In Waves?
You can find all episodes of Wealth In Waves by
visiting https://gulfcoastfa.com/podcast.