Is it time for a ‘PEP’ Talk? Pooled employer plans (PEPs) continue to grow in popularity, but some employers still have questions when considering their defined contribution plan options.
We went to the experts with former Chief Content Officer at the American Retirement Association, Nevin Adams, moderating the roundtable. Dale Essenmacher, Shannon Edwards, Chad Johansen, and Pete Swisher debate the merits and obstacles they’re experiencing and look to 2025.
Also, Bonnie Treichel and Grant Ellis had an incredible session at the ASPPA Annual Conference this past October, where they discussed how advisors, TPAs, and recordkeepers could collaborate better to manage the upcoming coverage gap. Theresa Conti digs into the session’s biggest takeaways.
