Financial firms expand pooled retirement plans for small employers

Published 4 Min Read

Qualified retirement plan, a calculator and glasses.
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  • Key Insight: Learn how pooled employer plans scale retirement access for small nonprofits and employers.  
  • What’s at Stake: Smaller organizations risk losing talent if retirement offerings remain fragmented and costly.  
  • Supporting Data: PEP market nearly $11 billion across 210 plans, 24,000 employers, 1.1M participants.  
    Source: Bullets generated by AI with editorial review

Finance companies are expanding their offerings of pooled employer plans, a relatively new 401(k)-style retirement arrangement that allows multiple small businesses and nonprofits to participate in a single, jointly administered system.

Jimmy Nesbitt
Reporter

Jimmy Nesbitt is a reporter at Employee Benefit News, where he covers the evolving landscape of workplace benefits, healthcare, retirement, financial wellness and related policy issues. His career … Read full bio


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