A Pooled Employer Plan (PEP) is a new type of retirement plan that was created by the Setting Every Community Up for Retirement Enhancement Act (SECURE) Act. A PEP allows plan sponsors to pool their retirement resources with the resources of other employers, as well as delegate many plan operations and fiduciary responsibilities to a third party.
We have a new FAQ resource that breaks down the PEP information plan sponsors need and want to know. It covers:
- Who can sponsor a PEP?
- What are the advantages of a PEP from a single employer-sponsored 401(k)?
- What are the reporting requirements for a PEP?
- What type of fiduciary liability will an employer that adopts a PEP have?
If you're interested in reading the FAQ or downloading a copy of the PDF, click here.
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