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Peps—Hot or Not? Pros and Cons of Pooled Employer Plans with Pete Swisher and JD Carlson
Manage episode 361485176 series 3469939
John Sullivan द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री John Sullivan या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Welcome to the Great 401(k) Podcast Debate, a series of point/counterpoint episodes involving controversial topics in the retirement plan space, and pooled employer plans (PEP) are undoubtedly controversial.
Are PEPs living up to their promise? Are they lowering costs and increasing efficiencies for the smaller organizations that use them? And what’s the outlook for their adoption?
We asked pro-PEP Group Plan Systems’ Pete Swisher and Plan Design Consultants’ JD Carlson, a PEP critic, to weigh in, and as expected, it got heated. Here’s what they had to say.
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