Revisiting Pooled Employer Plans (“PEPs”): A Cost-Effective, Low-Risk Solution for Providing Retirement Plan Coverage (Part II)

In the second part of this two-part podcast series, David Kirchner and Elliot Saavedra from Ropes & Gray's benefits consulting group share their insights and experiences in collaborating with pooled employer plan ("PEP") providers. They discuss the process of bidding and vetting these providers on behalf of clients, while also delving into the crucial responsibilities that employers should consider when evaluating, monitoring, and selecting PEPs.