Employers today are looking for ways to reduce administrative burden, lower plan costs, and strengthen their retirement benefits offering—all without adding complexity. Pooled Employer Plans (PEPs) may be the solution.
Join us for an informative webinar presented by Meghan Hannon, Retirement Plan Consulting Partner at Boulay and Steve Chappell from the Standard, as they explain how Pooled Employer Plans (PEPs) work, who stands to benefit most, and what to consider when determining if a PEP aligns with your organization’s goals.
Webinar Details
- Topic: Pooled Employer Plans: What Employers Need to Know
- Date: March 10, 2026
- Time: 12:30 – 1:30pm CST
- Format: Live Virtual Webinar
What You’ll Learn
- How PEPs reduce administrative responsibilities and provide compliance relief by shifting fiduciary duties to a Pooled Plan Provider
- What type of companies benefit the most from switching to a PEP
- The different asset allocation approaches and customized investment strategies that adapt to your organization’s needs
- Cost efficiencies driven by economies of scale
- Considerations for selecting and monitoring a PEP provider
Who Should Attend
- Business owners
- HR & Finance leaders
- Plan administrators
- Organizations looking to simplify 401(k) management
- Employers considering switching or starting a retirement plan
If you know colleagues or peers who would benefit from learning about Pooled Employer Plans, please feel free to forward this invitation.
Bonus Takeaways
Following the webinar, all attendees will receive a:
- Side-by-side comparison of PEP vs. traditional 401(k) plan responsibilities
- Step-by-Step PEP Conversion Guide
Register Today
Secure your place to learn how a PEP can streamline your company’s employer retirement plan strategy and support long-term financial well-being for your workforce.