Pooled employer plans

Episode 44

Episode Summary

Emile Hallez joins for a deep discussion on all things pooled employer plans. What role do PEPs play in the landscape, who uses them, the impact on RPAs, and more.

Episode Notes

The role of pooled employer plans in the retirement landscape
Who uses these plans?
The stakes for the roll out of the pooled employer plans
Role of and impact on retirement plan advisors
How acute is the savings crisis and what role will governments play in addressing it?
Consolidation in the retirement plan advisor sector, and other trends in the space
The significance of Fidelity’s move into the PEP space

Related Article: Wave of PEPs hits the market

Related Article: Fidelity launches pooled employer plan

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