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PEPs Gaining Ground, But One Size May Not Fit All
RPAG 
Sept. 19, 2025 "According to the DOL, per-participant costs in the three largest PEPs ranged from 0.23% to 0.42% in 2023, compared with Morningstar's data showing the median cost in small stand-alone plans at 0.84%.... PEP adoption by small businesses has yet to become widespread.... Employers seeking flexibility in match formulas, auto-features, or financial wellness programs may find many PEPs too rigid." MORE >> |
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