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Joining a Pooled Employer Plan is easy as long as you follow tried and true retirement plan industry best practices. But, before diving into the PEP pool, let's first review a couple of 'fiduciary' housekeeping items.
Duty of loyalty
A retirement plan fiduciary's first and foremost obligation is a duty of loyalty to plan participants. A duty of loyalty means that, in all circumstances, plan fiduciaries must act 'solely' in the best interests of participants. Actions that subvert this primary duty are considered imprudent.
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