Nov 10, 2020
Small and moderate sized businesses face unique challenges. Their size does not frequently afford them leverage in negotiations. This is true in retirement, a field of great importance, but also driven by large business. The 2019 SECURE Act with its new retirement plan fiduciary structure called Pooled Employer Plans (PEP), looks to close the retirement leverage gap. In this episode, Lockton Retirement Services expert, Sam Henson, shares the benefits, limitations, and risks that can help determine if PEPs are a fit for organizations big and small.