Benchmark: Pooled Employer Plans (PEPs) for Small Business Retirement Benefits

Take this benchmark to assess how much you would benefit from taking the course on Pooled Employer Plans – Big Plans for Small Businesses. In a few minutes, you’ll gauge how well you grasp the intent of the Department of Labor’s proposed guidance, the practical trade-offs of joining a PEP, and what it means for employers, workers, and providers.

What this benchmark helps you see:
– Whether you understand why PEPs exist and who stands to gain—or face new barriers.
– How joining a PEP shifts fiduciary roles, control, costs, and oversight.
– Where conflicts of interest can appear and how to mitigate them.
– How investment design choices (like TDFs and CITs) affect participants and monitoring.
– How public comments can shape the final rule and safe harbors.

If these prompts surface uncertainty, you’ll likely get strong value from the course. The lessons go beyond definitions to show how to evaluate providers, balance cost vs. control, minimize fiduciary risk, and engage in the rulemaking process so your organization—and your employees—benefit from PEPs.