In one of our very first episodes we talked about Pooled Employer Plans and since then, the industry conversation has broadened with several considerations for employers today including legislation that could create even more opportunity. In today’s episode, Bill and Heather talk with Scarlett Ungurean, Executive Director at ABA Retirement Funds Program, a fully bundled retirement offering to approximately 4,000 organizations in the legal community established nearly 60 years ago. As the ABA RF program has a longstanding reputation in the industry, Scarlett joins this episode to talk about some of the insights in the broad pooled plan space that her team has learned along the way.
