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This 15 to 25-minute podcast reflects our innovative work as the world’s largest independent broker. On it, we start a dialogue with our leaders and experts to make complex ideas approachable. Our goal is to educate through storytelling, providing a personal perspective that makes our innovations less abstract. Come explore with Christopher Laubenthal, MPA, Data and Visualization Consultant, as he meets with Lockton’s best and brightest to talk about their work, their world, and how it all fits together.

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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.