Thursday, August 27, 2026
1:00 P.M. ET
Pooled Employer Plans (PEPs):
Five Years of Growth, Market Evolution, and the
Opportunities and Challenges Ahead
The latest CRI report, written in collaboration with Gallagher Fiduciary Advisors, takes a close look at Pooled Employer Plans (PEPs), which were created through the SECURE Act of 2019. A key objective of PEPs is to reduce the associated costs and administrative burdens of adopting a retirement plan. Five years in, PEPs have demonstrated real promise as a tool for employers to provide their workers with a professionally managed retirement plan without taking on the full burden of sponsoring a plan of their own.
Register to join us for a webinar on August 27, 2026, at 1:00 p.m. ET to learn more about this latest research. We will hear from experts about how PEPs have grown and evolved; what is working; what still needs attention; and the road ahead for policymakers, providers, and employers.
Moderator:
- Angela Antonelli, Research Professor and Executive Director, Center for Retirement Initiatives, Georgetown University’s McCourt School of Public Policy
Panelists:
- Christopher Bailey, Director of Retirement, Cerulli Associates
- Scott Carroll, Senior Consultant, Gallagher Fiduciary Advisors
- Kelsey Mayo, Chief of Retirement Policy & Regulatory Affairs, American Retirement Association
- Tim Rouse, Executive Director, SPARK Institute
- Norman Stein, Senior Legal Counsel, Pension Rights Center