Key Takeaways
- The DOL has issued guidance about PEPs—pooled employer plans—that provides tips for adopting employers and questions about PEPs and a possible fiduciary safe harbor for small employers who adopt PEPs.
- In addition, the preamble to the guidance includes some interesting information about the development of PEPs.
- That information includes data about the successes of PEPs and also some considerations for evaluating PEPs.
This series of articles examines the DOL’s July 29, 2025 release that includes interpretative guidance on PEPs, solicits information about PEP practices, includes tips for selecting PEPs, and discusses a possible fiduciary safe harbor for adopting PEPs. 2025-14281.pdf (SECURED).
Continue reading Things I Worry About (21): Pooled Employer Plans and DOL RFI (2)
