"While the simplicity and 'turnkey' approach will be attractive to smaller firms when compared to a SIMPLE or SEP program, ... the greater opportunity will be for those plans who are a bit further upmarket. An employer with 150 employees and $5,000,000 who has struggled through the economic impact of 2020 may be looking to outsource not only liabilities but also operational efficiencies. Pooled Plan Providers will likely establish Pooled Employer Plans to address different market sectors.  MORE >>