Tips From Top Advisors on Driving PEP Adoption

In today’s dynamic retirement plan landscape, Pooled Employer Plans, or PEPs, are gaining traction as an efficiency solution for employers of all sizes. However, building a successful and thriving PEP requires more than just offering the plan. It demands a strategic approach from advisors to engage multiple employers and foster adoption.

Advisors who sponsor a PEP know they need several employers — typically seven to ten — to join the PEP to maximize efficiencies. In recent research, successful advisors weighed in on how they drive PEP adoption.¹

To learn about the strategies top advisors sponsoring a PEP use to boost employer adoption, read Five Ways Top Advisors Increase PEP Adoption.

Unlock the Power of PEPs to learn more or contact a local consultant.