It’s almost 2 years and it’s a guarantee that some PEPs are failing

January 1, 2024, will be 3 years of Pooled Employer Plans (PEPs). While new PEPs have been launched with lots of fanfare, I’m sure there are a few dozen PEPs that have quietly closed their doors.

Unless you’re a national advisor with lots of offices or another plan provider with a large distribution channel, you might be struggling for the PEPs to work if you don’t have the assets. I’m sure we will see a consolidation of smaller PEPs into larger ones and more PEPs just closing their doors.

If you are struggling with your PEP, I might have the solution for you. Please contact me.

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