RESURGENCE OF POOLED EMPLOYER PLANS :
A NEW MARKET FOR THE RETIREMENT PLAN INDUSTRY
- Matthew Berkowitz and Eden Afriat
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Published: 11 July 2022
Pooled employer plans (PEPs) make it possible for multiple small businesses to pool their employee’s retirement funds with other small businesses and hire a professional pooled plan provider to handle the administrative responsibilities. PEPs will become an important tool for small businesses looking to provide retirement services to their employees. Retirement plan providers initially dismissive of this market due to the regulatory hurdles and thin margins have started to re-examine the opportunity to serve what amounts to just under half of all U.S. workers, driving product innovation in the process.
Learn more in our latest whitepaper.
