Consultants, advisers to play key role in PEP market – panel
Consultants, advisers to play key role in PEP market – panel Aon’s Beth Halberstadt Plan consultants and advisers will play a pivotal role in the development of the pooled employer plan market, according to a panel discussion held Thursday at Pensions & Investments' four-day Defined Contribution Spring Virtual Series. "Plan advisers are almost like the catalyst," said Joan Neri, an attorney with Faegre Drinker Biddle & Reath. "They're going to plan sponsors, they're going to meetings and then they're presenting this as an option." Panelists agreed that small plan sponsors would be the ea...