 |
The State of Retirement: Shaping the FutureAuthor: Georgetown University Center for Retirement Initiatives
Georgetown Center for Retirement Initiatives (CRI)'s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement. Language: en Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Episode 55: Can PEPs Transform the Retirement Landscape? A Look at Current Progress and Future Direction
Tuesday, 11 November, 2025
Listen to this audio of a GeorgetownCRI webinar held on September 24, 2025, where industry experts Scott Carroll of Gallagher, Kevin Gaston of Vestwell, Michael Kreps of the Groom Law Group, David Lipscomb of Ascensus, and Michael Salerno of NPPG explore the current PEP market landscape. Pooled Employer Plans (PEPs) have grown rapidly, reaching $9.41 billion in assets and over 1 million participants across 39,000 employers by the end of 2023. Following a July 2025 Department of Labor Request for Information, our panel discusses how these plans vary widely in practice, what additional regulatory guidance may be needed, and shares lessons learned from early adopters to help employers evaluate whether a PEP aligns with their needs.
