WP&BC Portland Chapter Recorded Webinar 

Opportunity Analysis: Group Retirement Plans

Jason Roberts
Retirement Law Group

Recorded on Wednesday, November 17, 2021

Group plans, including MEPs, PEPs, GoPs, and ARPs, are beginning to proliferate in the small and mid-markets. State (and potentially federal) mandates are expected to continue to fuel demand for start-up plans that are often otherwise unprofitable from a service provider perspective. Group plans can deliver scale, but they are complex and come with pros and cons that are unique to each service provider’s strategy. Jason C. Roberts will provide an overview of these challenges and opportunities and highlight important considerations for recordkeepers, TPAs, and consultants/advisors to develop profitable and sustainable group plan solutions.

At the conclusion of the presentation, attendees will be able to

• articulate the legal differences between various types of group plans
• understand the pros and cons of different arrangements within each type
• help clients and prospects understand what types of group plans are available and best fit their needs and objectives
  

Jason Roberts is the founder and CEO of Pension Resource Institute (PRI) and a Managing Partner of Retirement Law Group (RLG) and Group Plan Systems (GPS). Jason is a securities regulatory specialist, ERISA attorney, and thought leader within the retirement plans industry. 

At PRI, Jason helps banks, broker-dealers, and registered investment advisers implement and maintain profitable strategies for serving retirement investors. PRI was founded on the idea that compliance with retirement regulations should be accessible and affordable. RLG’s focus is on serving plan sponsors, investment professionals, and service providers in all aspects of retirement-related products and services. Jason co-founded GPS in 2021, along with Pete Swisher, to serve as outsourced operational fiduciaries for employers and to help financial institutions deliver profitable and scalable solutions through group plan arrangements.

Jason has published numerous articles focusing on ERISA and securities compliance, fiduciary best practices and is a frequent speaker at retirement plan and financial industry conferences. He is a contributing author and faculty member for the Practicing Law Institute.

Jason has been repeatedly recognized as one of the “100 Most Influential in Defined Contribution” by the 401(k) Wire and a “Rising Star” by SuperLawyers Magazine and was selected by InvestmentNews as one of the Top 40 Advisors and Associated Professionals under 40. The Wall Street Journal also tapped Jason for its Ask the Experts series, answering readers’ questions relating to the DOL Fiduciary Regulation.