Does Joining a PEP Really Reduce Fiduciary Liability?
from The Wise Fiduciary Podcast Hosted by Fiduciary Wise
Many employers join a Pooled Employer Plan (PEP) believing most of their fiduciary liability disappears. That's one of the biggest misconceptions in today's retirement plan industry. In this episode of The Wise Fiduciary Podcast, Marta Hurst explains what fiduciary responsibilities employers still retain after joining a Pooled Employer Plan, how delegation works under ERISA, and why ongoing oversight is still essential for every retirement plan committee and plan sponsor. Whether you're evaluating a new PEP or already participating in one, you'll learn why oversight doesn't end after signing the paperwork. Topics include: Employer responsibilities in a PEP Delegation vs. fiduciary liability Monitoring your Pooled Plan Provider (PPP) Reviewing contracts and service agreements Common PEP misconceptions Retirement plan committee best practices Learn more: https://fiduciarywise.com ERISA Fiduciary Checklist: https://fiduciarywise.com/erisa-fiduciary-checklist/ More episodes: https://podfollow.com/1774461504
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