June's meeting includes a discussion led by Heather Malfa and Josh Wolf from Transamerica about state-mandated plans and the benefits of pooled employer plans (PEPs) for business growth. Heather introduces Josh, who shares insights on the advantages of defined contribution plans compared to state mandates, the importance of identifying potential clients, and how pooled plan arrangements can effectively establish retirement plans for clients. Attendees are encouraged to ask questions throughout the session for an interactive experience.
