Understanding the PEP Evolution 2021 | Pensions & Investments | 14 April 2021 | Webinar

With the SECURE Act establishing pooled employer plans (PEPs) for companies to join together on offering retirement savings plans, the prospect of closing the retirement coverage gap for workers who have not had access to this benefit is now closer to reality. Not only new entrants, existing DC plan sponsors also have compelling reasons to embrace the PEP structure.

We believe that plan consultants and advisors will be crucial intermediaries in helping all plan sponsors understand and explore the benefits and challenges of multi-employer and pooled-employer arrangements. Our experts will share where they see PEPs take hold and where they will evolve, discuss major considerations for plan sponsors in fiduciary oversight, scale, cost, and operations, and explain how technology can enhance access and delivery for plan participants to and through retirement.

Our experts will discuss:
• Key considerations and expected timelines in adopting PEPs
• What the investment menu will look like for participants
• Fiduciary obligations of the PPP and the plan sponsor
• Regulatory clarifications still to come
• Our panel will also answer questions from the audience.

2021 Speakers

Byron Beebe, FSA, EA
North America Retirement Market Leader, Senior Partner, Aon

Lynn D. Dudley
SVP, Global Retirement and Compensation Policy, American Benefits Council

Andrew Oringer
Partner and Co-Chair of the ERISA and Executive Compensation Group, Dechert LLC

Liana Magner, CFA
Partner, U.S. DC & Financial Wellness Leader, Mercer Investments

MODERATOR:

Gauri Goyal
Director, Content Solutions, Pensions & Investments

2021 Sponsors

• AON
• American Benefits Council
• Dechert
• Mercer