Exploring the Benefits: Pooled Employer Plans

  • 07 Nov 2024
  • 12:00 PM - 1:00 PM



In this presentation, we delve into the compelling reasons why organizations should consider embracing Pooled Employer Plans (PEPs). With the retirement landscape evolving rapidly, PEPs offer a strategic approach to retirement savings and investment management. We'll explore how PEPs provide enhanced efficiency, reduced administrative burden, cost savings, improved fiduciary oversight, and access to a broader range of investment options. Additionally, we'll discuss how PEPs promote retirement readiness and financial wellness for employees while offering employers a competitive edge in attracting and retaining top talent. Join us as we unpack the advantages and considerations of embracing Pooled Employer Plans.

About our Speaker:

Kate Whitmore is the Vice President of Business Development, Pooled Plans at Ascensus, where she spearheads initiatives to expand pooled retirement plans by collaborating with advisors to drive adoption of existing programs and forge new partnerships. With 19 years of financial services expertise, Kate has cultivated a network of trusted alliances with numerous advisory and consulting firms.

She holds a Bachelor of Business Administration degree from Ithaca College. Outside of her professional endeavors, Kate resides in East Grand Rapids, MI, with her husband Ryan, and their children Lucas and Hayden.

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