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Insert Amount Field to the Pooling Agreement

Insert Amount Field to the Pooling Agreement

Aug 6th, 2022

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How to Insert Amount Field to the Pooling Agreement

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uh good afternoon everybody uh this is eric paley from nixon peabody and together with my colleague ginetti id like to welcome you to this program were discussing the wonderful world of pooled employer plans peps as theyre more familiarly known and im really thrilled to be uh here today with our esteemed panel um something we dont often do but im really excited to have uh some real live folks uh in the space and i would say deep in the space to help guide the discussion uh so with that id like to turn it over but first just at a high level weve got jeff atwell uh of trg jeff coons and steve carl of high probability advisors and mark lofton of quintus all joining us today and i guess id start with you jeff atwell perhaps you could give just a quick overview of yourself and and your involvement in the pep space thank you eric and its great to be with everyone today im president of trg fiduciary services and weve been serving as an outsourced 402 a name fiduciary since 2007 an

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