|Event Date||Wed Apr 14 EDT - Thu Apr 15 EDT (6 months ago)|
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.
Byron Beebe, FSA, EA
North America Retirement Market Leader, Senior Partner, Aon
Lynn D. Dudley
SVP, Global Retirement and Compensation Policy, American Benefits Council
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
Director, Content Solutions, Pensions & Investments
• American Benefits Council