PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations

Thu Feb 19 2026 at 11:00 am to 01:00 pm UTC-08:00

CENTRL Office Lake Oswego | Lake Oswego

Independent Retirement
Publisher/HostIndependent Retirement
PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations
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Presented by Jason Douthit with Douthit Employee Benefits Law | Hosted in-person by Independent Retirement | Lunch Provided
About this Event

PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations


Pooled Employer Plans (PEPs) and 3(16) fiduciary services are becoming more common in the retirement plan market—but they are often misunderstood.

For financial advisors, recommending or not recommending these structures carries real implications for client outcomes, fiduciary risk, and your role as a trusted expert.

This in-person Lunch & Learn is designed to provide a clear, practical overview of the risks, tradeoffs, and opportunities associated with PEPs and 3(16) fiduciary services—without sales pitches or hype.



You’ll walk away with key takeaways, including:
  • When PEPs may be a good fit—and when they can create unintended problems
  • What 3(16) fiduciary services actually cover, and where responsibility still remains
  • Common misconceptions that expose plan sponsors to hidden risk
  • How advisors can position themselves as trusted guides in these conversations



Enjoy a Catered Lunch After the Talk

Come for the insights, stay for the networking and food. We’ll wrap up the session with a casual lunch and time to connect with your peers.



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About the Speaker


Jason Douthit is an ERISA lawyer representing employers, TPAs, and other services providers. His practice is focused on retirement, employee benefit, and nonqualified deferred compensation plans. Jason is a graduate of the University of California Davis School of Law and San Francisco State University, and a member of the Oregon State Bar.


Agenda

🕑: 11:00 AM - 12:00 PM
Presentation by Jason Douthit
🕑: 12:00 PM - 01:00 PM
Catered Lunch by Independent Retirement
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Event Venue & Nearby Stays

CENTRL Office Lake Oswego, 525 3rd Street, Lake Oswego, United States

Tickets

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