PEPs in Practice: Duties, Dollars and the Fiduciary Decisions That Matter

Invesco

PEPs (Pooled Employer Plans) preach simplicity, but fiduciary responsibility never disappears, it just changes form. In this session, we unpack the real structure behind pooled plans and provide a fiduciary “map” that makes oversight clearer and more actionable. You’ll learn where duties reside, how fee flows shape potential conflicts, and what advisors should monitor to help protect plan sponsors. Walk away with a practical blueprint for evaluating PEPs, strengthening documentation, and applying consistent fiduciary logic in an evolving marketplace.

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