January 1, 2024, will be 3 years of Pooled Employer Plans (PEPs). While new PEPs have been launched with lots of fanfare, I\u2019m sure there are a few dozen PEPs that have quietly closed their doors.<\/p>\n
Unless you\u2019re 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\u2019t have the assets. I\u2019m sure we will see a consolidation of smaller PEPs into larger ones and more PEPs just closing their doors.<\/p>\n
If you are struggling with your PEP, I might have the solution for you. Please contact me.<\/p>\n
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