Retirement

PEPs are a major opportunity for smaller advisers

By Bruce Shutan

Published July 7, 2026 7:00 AM EDT 5 Min Read

Key Insight: Learn how PEPs can reconfigure small-employer retirement plan delivery and adviser value propositions.
Expert Quote: Deb Dupont (LIMRA): Advisers risk missing PEP-driven client opportunities in the small-business segment.
Forward Look: Expect rising PEP adoption among midsize plans; advisers should prepare operationally.
Source: Bullets generated by AI with editorial review

Bruce Shutan

Contributing writer

Bruce Shutan is an Employee Benefit News contributing writer based in Portland, Oregon.

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