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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