DirectAdvisors is pleased to announce our 2nd video podcast in our ongoing retirement plan podcast series. Our guest in this episode was Matt Petralia, Regional Director, Northeast Region of Newport Retirement Services (Newport Group). Matt spent a few minutes speaking with DirectAdvisors’ Co-Founder and President, Tom Santa Barbara, on multi-employer plans, with a particular focus on Pooled Employer Plans (PEPs), which were introduced as part of the SECURE Act of 2019.

To watch the full video podcast, please click on the link below:

DirectAdvisors – Newport Retirement Services Video Podcast: Pooled Employer Plans (PEPs)

If you have any questions on Pooled Employer Plans, please reach out to us at [email protected] or 518-362-2119.