Get There with Pooled Plan Solutions

Reviews the origins of MEPs and PEPs

Discusses why PEPs are becoming popular with employers

Explains what to look for in a pooled plan provider

Breaks down PEP misconceptions

Describes what to look for when joining a PEP

Shares feedback from employers who have joined PEPs through Ascensus or affiliates

Breaks down the myth that PEPs are an administrative burden to participating employers

Describes how PEPs can simplify employers' plan duties

Counters the misperception that PEPs cost more than standalone plans

Describes why fee due diligence is important

Covers benefits of participating in a much larger plan

Provides an overview of the plan audit processes

Compares the audit process for large plan filers vs. pooled plan employers

Describes the advantages of adopting a PEP for large plan filers

Clarifies pooled plans’ eligibility for the SECURE 2.0 startup tax credit

Outlines the benefits of a fully bundled pooled solution

Discusses how pooled plans help smaller businesses achieve economies of scale

Provides an overview of a plan fiduciary’s roles and responsibilities

Describes how adopting a pooled plan impacts these fiduciary responsibilities

Summarizes the recent litigation in the retirement plan space

Describes the specific benefits of pooled plans for private equity firms

Provides examples of how PEPs have been successful in private equity scenarios