What changes when an employer joins a pooled employer plan — and what stays the same? In an article for PLANSPONSOR, Steve Chappell from The Standard explains how PEPs make retirement plan administration easier while keeping important employer responsibilities intact, helping organizations feel confident about this option for managing their employees’ retirement savings.
The Standard's Theodore Schmelzle, JD, CIPP, vice president of Retirement Plans Service, was interviewed in a recent USA TODAY story with retirement tips for readers. Ted emphasized that successful retirement saving is less about hitting a specific dollar target and more about building early, consistent habits, noting that “time is the most precious” factor in long‑term financial growth.
Women are set to control up to $30 trillion in financial assets by 2030. Yet many feel overwhelmed by investment decisions. This is an opportunity for financial professionals to empower women with personalized guidance and confidence-building strategies.
Jason Burlie, The Standard's vice president of Retirement Plan Sales, spoke with PLANSPONSOR recently about the trends and advances that mattered most in 2024.