Discover how small businesses can access high-quality, low-cost retirement plans with the Department of Labor’s latest proposed guidance on Pooled Employer Plans (PEPs). This course delivers actionable insight into the legal framework, fiduciary responsibilities, and current market practices shaping PEPs. You’ll learn how to select and monitor a PEP, evaluate investment options, and minimize liability—while understanding how public feedback is shaping the future of these plans. Stay ahead of regulatory changes and make confident choices for your organization and employees.
In this course you will learn the following:
* Explain the purpose and intent of the Department of Labor’s proposed guidance on PEPs.
* Describe the statutory and regulatory framework governing PEPs under ERISA and the SECURE Act.
* Identify key features, benefits, and market practices of PEPs.
* Understand fiduciary responsibilities and best practices for selecting and monitoring PEPs.
* Recognize the importance of public participation and how to submit comments.
* Anticipate potential changes to the rule based on stakeholder feedback.
