2021 Practice Progress Series: How Has the PEP Marketplace Developed in Year One?

The topic of pooled employer plans (PEPs) has been in the headlines of PLANADVISER Magazine and PLANADVISER.com since the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in late 2019. With the formal launch of the PEP marketplace in early 2021, this webinar will offer a chance to take stock of how much progress has been made so far. We will examine which PEPs and pooled plan providers (PPPs) are finding early success, and why they are standing out. And, as always, we will consider what comes next.