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5 Things to Look for When Selecting a Pooled Plan Provider

Pooled Employer Plans, or PEPs, enable businesses across all industries and at any stage of maturity to set up and administer a retirement plan for their employees. PEPs help simplify plan administration while providing fiduciary protections for employers.

Once an employer has determined a PEP is the appropriate vehicle for its employees’ retirement savings, it must select and monitor a qualified Pooled Plan Provider, or PPP, and other designated fiduciaries to run most of the PEP’s administrative and fiduciary duties.

When choosing a PPP, what should an employer look for? Find out what questions to ask in our latest white paper.

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Kelsey Larson, our TPA partner at TSC 401K, shares insights on current challenges and opportunities for advisors in the retirement plan industry. Check out our newest Q&A.
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