Federal Register Title
This benchmark will help determine your readiness for: Federal Register Document titled Electronic Bond Transmission. Document Number: 2026-02961
Buy this Course
FR-26-1732-1
Pooled Employer Plans (PEPs) for Small Business Retirement Benefits
$129.99
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.
Listen to a short Podcast discussing this course:
NOTE: Unless otherwise indicated, all course purchases are for access to the course for a period of 1-year. At the end of the one year term, the course will be set to “inactive”.
Why This Course is Important
Without this course, you’ll miss out on crucial updates and best practices that can help your organization provide affordable, competitive retirement benefits while reducing legal risk. You may also overlook key fiduciary duties and cost-saving opportunities unique to PEPs.
Course Details
This is a self-paced eLearning course based on the Federal Register Document titled Pooled Employer Plans: Big Plans for Small Businesses.
Key regulatory references include:
- 29 CFR Part 2510 – Definition of Terms Used in Subchapters C, D, E, F, G, and L of This Chapter
- 29 CFR Part 2520 – Rules and Regulations for Reporting and Disclosure
- 29 CFR Part 2550 – Rules and Regulations for Fiduciary Responsibility
Course SKU
FR-25-1454-1