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Pooled Employer Plan Virtual Lunch & Learn for Advisors

October 12, 2021 @ 11:30 am - 12:30 pm

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SBAM Pooled Employer Retirement Plan
Virtual Lunch & Learn for Retirement Investment Advisors
Tuesday, October 12th
11:30 am – 12:30 pm

Click here to register!

Created by the SECURE Act in 2020, Pooled Employer Plans (PEPs) expand access to retirement plans for all workers by allowing employers from unrelated industries to join a pooled plan arrangement. Benefits to the adopting employers include increased administrative efficiencies, reduced fiduciary risk, and cost savings.

SBAM has teamed up with Transamerica, TAG Resources and Graystone Consulting to bring our Pooled Employer Plan to Michigan employers.

  • Transamerica as our Recordkeeper
  • TAG Resources as our Pooled Plan Provider and TPA
  • Graystone Consulting – Farmington Hills, a business of Morgan Stanley as our 3(38) investment advisor
  • You as the Registered Investment Advisor

SBAM’s PEP offers your customers:

  1. Administrative Relief
  2. Reduced fiduciary liability
  3. Customized plan features
  4. Support on investment selections and oversight
  5. Ready made plan support and communication tools
  6. Cost savings

Click here to register!

To learn more about SBAM’s Pooled Employer Plan, please visit 


October 12, 2021
11:30 am - 12:30 pm
Event Category: