Should Your Organization Move to a PEP? A Side-by-Side Comparison with Traditional 401(k)s

Content Summary

Should you move your company retirement plan into a Pooled Employer Plan (PEP), or keep a traditional 401(k)? PEPs were designed to let unrelated employers participate in one shared 401(k) structure, with a pooled plan provider stepping in as plan sponsor, named fiduciary, and plan administrator—potentially reducing day-to-day administrative lift. In this practical, side-by-side webinar, we’ll walk through the real trade-offs. You’ll leave with a clear decision framework, the questions you should ask any provider, and a candid look at when not to move to a PEP—so you can choose the structure that best fits your organization and your employees.

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