In part one of this two-part podcast series, David Kirchner and Elliot Saavedra of the Ropes & Gray benefits consulting group, revisit one of the biggest advances in retirement plan design in recent memory: pooled employer plans (“PEPs”). Based on their findings from a survey they conducted of several of the leading providers in this space and their experiences with this new, innovative approach to employer-sponsored retirement plans, they take a fresh look at PEPs and how the market has evolved over the last three years. 

Stay tuned for part two, where they will dive deeper into the responsibilities that employers should be mindful of when considering, evaluating and monitoring PEPs, as well as recent regulatory changes impacting PEPs