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

January 1, 2024, will be two 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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