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