Pooled employer plans (PEP) are becoming harder to ignore.

What began as an alternative plan design is now drawing broader consideration, particularly among advisors working with future-focused organizations that face resource constraints. For these employers, PEPs can offer a different approach to plan administration and growth. This pooled employer plan trend also reflects changing expectations around efficiency, governance, and the role advisors play in helping clients evaluate plan structures.

At Ascensus, we’re harnessing the pooled plan momentum and started the PEP Rally to help advisors turn PEP adoption trends into high-energy and effective client conversations. Here, we’ll focus on how pooled employer plans are changing things—and what advisors should do with it. 

Today’s savers expect digital experiences that are clear, intuitive, and easy to act on—yet many retirement interactions still feel overly complex. In this episode of Tech.FWD, Ascensus leaders explore how simplifying the digital retirement experience can provide clarity and increase engagement without overwhelming participants.

Watch Tech.FWD

In retirement planning, timing is everything—but generic messaging rarely delivers. And while early AI usage in the industry focused on operational efficiency, it’s now shifting from output to outcomes by using participant behavior to power more personalized participant communications that determine what to say, when to say it, and who needs to hear it. The result: a tailored approach where advisors and plan sponsors deliver timely, targeted, and AI assisted messaging that drives more meaningful engagement and better reflects the individuals their plans serve.

Participants want an easier way to stay connected to their retirement savings—but often lack clear visibility into the tools available to them. This client-ready flyer helps advisors introduce the READYSAVE® participant engagement app and show how savers can monitor progress and take action from their mobile device.

Use this resource to support participant conversations, reinforce plan value, and encourage mobile adoption—without having to explain the technology in detail.

Download the READYSAVE Flyer