Why PEP growth is a huge opportunity for advisors

Jim Kais, head of group retirement at Equitable, sits down with InvestmentNews anchor Gregg Greenberg to highlight the growth in PEPs, or pooled employer plans, and why it presents a huge opportunity for financial advisors.
  • Jun 24, 2025

Jim Kais, head of group retirement at Equitable, sits down with InvestmentNews anchor Gregg Greenberg to highlight the growth in PEPs, or pooled employer plans, and why it presents a huge opportunity for financial advisors.

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