A Primer on PEPs: Separating Myth from Reality

Pensions & Investments

Defined contribution plans are a key aspect of talent hiring and retention today as plan participants place even greater importance on their financial security. Yet many employers face the challenge of delivering tailored and holistic benefits, which requires significant effort and comes with fiduciary and compliance risks. Ultimately, this impacts their ability to ensure better retirement outcomes for their employees. This expert panel explains how pooled employer plans, or PEPs, have emerged as an innovative alternative that addresses changing participant needs while meeting the fiduciary obligations of plan sponsors.

You will hear from a Pooled Plan Provider and a record keeper on how PEPs are helping employers to provide a robust DC plan that helps their plan participants boost their retirement outcomes. They will share how the PEP structure can meet the needs of each participating employer’s requirements – and provide the underlying context on PEPs that they believe will be a significant part of the retirement industry of the future.

More Information, How to Register