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A primer on Pooled Employer Plans (PEPs)

January 9, 2025

Find out how PEPs have emerged as an attractive solution that addresses changing participant needs while meeting the fiduciary obligations of plan sponsors.
Investments
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A Primer on PEPs webinar

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.

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Title File Type File Size
WTW A Primer on PEPs PDF 1.2 MB

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.

This document is based on information available to WTW at the date of issue, and takes no account of subsequent developments. In addition, past performance is not indicative of future results. In producing this document WTW has relied upon the accuracy and completeness of certain data and information obtained from third parties. This document may not be reproduced or distributed to any other party, whether in whole or in part, without WTW’s prior written permission, except as may be required by law. Views expressed by other WTW consultants or affiliates may differ from the information presented herein. Actual recommendations, investments or investment decisions made by WTW, whether for its own account or on behalf of others, may differ from those expressed herein.

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