This expert panel explains how pooled employer plans, or PEPs, have emerged as an innovative alternative that addresses changing participant needs while meeting the fiduciary obligations of plan sponsors.
Not all PEPs are created equal. Choosing the right pooled employer plan (PEP) provider is crucial for organizations seeking streamlined, cost-effective retirement solutions. With its unique advantages, WTW's LifeSight PEP combines expert fiduciary support, investment solutions, employee experience, and administration to meet diverse employer needs while enhancing employees’ financial futures. Watch the webcast above and download the article (below), originally featured on P&I, to learn about how LifeSight PEP can help reduce complexity and enhance your organization’s retirement offerings.
Download
| Title | File Type | File Size |
|---|---|---|
| WTW A Primer on PEPsPDF | 1.2MB |
Disclaimer
This document was prepared for general information purposes only and does not take into consideration individual circumstances. The information contained herein should not be considered a substitute for specific professional advice. In particular, its contents are not intended by Towers Watson Investment Services, Inc., and its parent, affiliates, and their respective directors, officers and employees (WTW) to be construed as the provision of investment, legal, accounting, tax or other professional advice or recommendations of any kind, or to form the basis of any decision to do or to refrain from doing anything. The information included in this presentation is not based on the particular investment situation or requirements of any specific trust, plan, fiduciary, plan participant or beneficiary, endowment, or any other fund; any examples or illustrations used in this presentation are hypothetical. As such, this document should not be relied upon for investment or other financial decisions and no such decisions should be taken on the basis of its contents without seeking specific advice. WTW does not intend for anything in this document to constitute “investment advice” within the meaning of 29 C.F.R.§ 2510.3-21 to any employee benefit plan subject to the Employee Retirement Income Security Act and/or section 4975 of the Internal Revenue Code.
