PEP-HUB assists RIA firms, benefits brokers, service providers and employers in the Pooled Employer Plan experience. From selecting P3/PEP options to PEP fiduciary training to ongoing monitoring support, PEP-HUB provides the industry’s only holistic support services.
One of the most important duties that an adopting employer to a Pooled Employer Plan is ongoing monitoring.
PEP-HUB offers comprehensive training and certification programs for RIA firms, plan advisors, service providers, attorneys and CPAs, as well as for adopting employers.
Many RIA and broker firms are interested in Pooled Employer Plans but do not know how they should proceed. RIA firms have three options when considering PEPs