# Event Details

- **Event Name**: PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations
- **Event Start and End Date**: Thu, 19 Feb, 2026 at 11:00 am – Thu, 19 Feb, 2026 at 01:00 pm
- **Event Description**: Presented by Jason Douthit with Douthit Employee Benefits Law | Hosted in-person by Independent Retirement | Lunch ProvidedAbout this EventPEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and ConsiderationsPooled 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 problemsWhat 3(16) fiduciary services actually cover, and where responsibility still remainsCommon misconceptions that expose plan sponsors to hidden riskHow advisors can position themselves as trusted guides in these conversationsEnjoy a Catered Lunch After the TalkCome 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.______________________________________________________________About the SpeakerJason 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 PMPresentation by Jason Douthit?: 12:00 PM - 01:00 PMCatered Lunch by Independent Retirement
- **Event URL**: https://allevents.in/lake-oswego/peps-and-316-fiduciary-services-risks-tradeoffs-and-considerations/100001981066894410
- **Event Categories**: nonprofit
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Lake Oswego
- **state**: OR
- **country**: United States
- **location**: CENTRL Office Lake Oswego
- **lat**: 45.421029
- **long**: -122.6662475
- **full address**: CENTRL Office Lake Oswego, 525 3rd Street, Lake Oswego, United States

## Event gallery

- **Alt text**: PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations
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## FAQs

- **Q**: When and where is PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations being held?
  - **A:** PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations takes place on Thu, 19 Feb, 2026 at 11:00 am to Thu, 19 Feb, 2026 at 01:00 pm at CENTRL Office Lake Oswego, 525 3rd Street, Lake Oswego, United States.
- **Q**: Who is organizing PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations?
  - **A:** PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations is organized by Independent Retirement.
- **Q**: Who is this event for? Is it right for me?
  - **A:** PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations is ideal for learners, working professionals, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Lake Oswego, this event is thoughtfully curated to deliver a standout experience worth every moment. If PEPs & 3(16) Fiduciary Services: Risks, Tradeoffs and Considerations sounds like your kind of event, don't wait - spots fill up fast.

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