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Pooled employer plans (PEPs) were created to give small business employees access to a defined contribution retirement plan, with the promise of easing administrative pain points for small business owners.  Providers are stepping forward to offer them, advisors are talking about them, and employers are curious about them.

Still, many questions remain about PEPs over a year after their creation in the SECURE Act and months after the go-ahead date of Jan. 1, 2021. We asked Wendy Von Wald, Fiduciary Product Manager at Travelers, about some PEP misconceptions, as well as considerations in working with PEPs.

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C.J. Marwitz

C.J. Marwitz is a writer and editor.

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