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The Pooled Employer Plan (PEP) market is heating up.  Currently, there are over 100 PEPs registered with the Department of Labor by their Pooled Plan Providers (P3s).  At the current rate, the number of registered PEPs could easily surpass 200 by the end of 2021.

RIA firms, as well as their plan fiduciary advisors, have many existing plan sponsor clients, both small and large, that may be ideal candidates for a PEP solution.  However, many RIAs and their advisors feel uncomfortable about this new phenomenon and whether they will have a place in the PEP market.

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