401(k) Plans Are Changing Fast: PEPs, Hidden Fees, and Smarter Default Investing
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401(k) Plans Are Changing Fast: PEPs, Hidden Fees, and Smarter Default Investing
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EP21 Enlightened Wealth Strategies with James and Jim
James and Jim welcome special guest John Edwards of Allaris to break down what recordkeeping actually does inside a 401(k), why “open architecture” matters, and how newer plan structures like PEPs and MEPs are reshaping retirement plans for small and mid-sized businesses. They also dig into fee transparency (and why it still feels confusing), Secure Act-driven participation changes, innovations in target-date and managed account defaults, and where the industry may be heading with alternative investments plus a clear primer on ESOPs and cash balance plans.
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