2025 Pooled Employer Plan (PEP) Research is in Progress

This Advisor Perception study will take approximately 4 minutes of your time and is for DC Advisors, regardless of whether or not you currently use PEPs in your business.

• For every completed survey, we will donate $25 to charity. 
• For every completed interview, we will donate $100 to charity. 
• There is opportunity for you to influence which charities receive funding via a survey question.
• If you provide your contact information we will share a summary of the survey results.
• The survey is sponsored by a large DC Recordkeeper who has chosen to remain anonymous.
• Further questions can be directed to robin@winmoreplans.com

Survey:  https://www.surveymonkey.com/r/WZK2FGF