Disruption changing the 401(k) landscape


A key feature of the SECURE Act is the establishment of Pooled Employer Plans (PEPs), which allow plan sponsors to pool their retirement resources with those of other employers and delegate most running-the-plan responsibilities to a third party.


While grouped employer plans have been in existence long before the SECURE Act authorized PEPs, Mercer believes that the pandemic will serve as the catalyst for many plan sponsors to transition to pooled structures.


Learn more:


  • Register for Part V of our pooled employer plans webinar series on June 22, featuring both Mercer and external experts.
  • Watch the replay of Part IV of our pooled employer plans webinar series hosted on March 18.
  • View our infographic: At a time when many plan sponsors are struggling with the impact of COVID-19 and heightened litigation and regulation, PEPs can offer significant advantages to participants and employers.

PEPs: A new kind of savings plan


Watch the video: Chris Mahoney, Mercer's US Wealth Leader, discusses pooled employer plans and the impact they could have on the financial security of your employees.

Pensions & Investments webinar: Understanding the PEP evolution featuring Liana Magner, CFA | April 14 at 2:00 pm EST

PEPs Resources


Mercer's Law and Policy Group explain the details behind the Department of Labor's request for information (RFI) on pooled employer plans.


Mercer’s Neil Lloyd shares his thoughts on the future of pooled employer plans with the National Association for Corporate Directors (NACD).

Please see our important notices for further information.



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We’d be happy to set up a free consultation or send you more information to get you started.

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