Data and Research | February 26th, 2026 The Growth of MEPs and PEPs Data collected for PLANSPONSOR's 2025 Recordkeeping Survey shows that PEPs with at least $200 million in assets hold nearly double...
Benefits | August 1st, 2025 What’s Driving the Small Plan Market? Federal tax incentives and other state policy efforts have led to more retirement plans available for employees of small businesses.
Ask the Experts | June 3rd, 2025 Can 403(b) Plan Sponsors Join a MEP or a PEP? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | October 22nd, 2020 Bill Would Fill Gaps in Previous Retirement Legislation The SAVE Act would allow 403(b) plan sponsors to join open MEPs and incentivize the creation of ESOPs, among other...
Compliance | July 2nd, 2020 What to Know About Potential Open MEP Conflicts Attorneys say employers considering whether, and what type, of multiple employer plan (MEP) to join will want to closely monitor...
Products | June 24th, 2020 Voya Will Recordkeep Aon’s New Pooled Employer Plan The pooled employer plan (PEP) will utilize Aon Investments USA Inc., Aon’s investment solutions group.
Compliance | June 17th, 2020 DOL Issues SECURE Act RFI on PEPs, Prohibited Transactions Using affiliates to provide services and proprietary investment products when offering a pooled employer plan (PEP) raises fiduciary and prohibited...
Compliance | November 21st, 2019 Possibility of Open MEPs Comes With Questions Open MEPs are likely to come in many "models," so questions about pricing and fiduciary responsibility remain, MassMutual says.
Data and Research | October 23rd, 2019 Five Ways to Improve Retirement Security in the U.S. The Aspen Institute Financial Security Program lays out ways industry leaders and policymakers can improve Americans’ retirement outlook, including expanded...
Compliance | October 11th, 2019 IRS to Hold Public Hearing About Proposed MEP Rules Although, the DOL has issued final rules on association retirement plans, some are disappointed that the rules fell short of...
Compliance | September 30th, 2019 ARPs Aren’t Open MEPs, But They Should Still Be Popular Starting today, association retirement plans can be offered by groups of employers in a city, county, state, or a multi-state...
Data and Research | September 9th, 2019 LIMRA Finds Growing Interest in PRTs and MEPs Even though pension risk transfer is better understood by plan sponsors, LIMRA hopes pending legislation that would open multiple employer...
Compliance | August 2nd, 2019 Final ARP Rule Opens Door for More Employers to Offer Retirement Plans Industry sources discuss the positives from the final association retirement plan (ARP) rule, but the industry will still have to...
Data and Research | July 29th, 2019 Empower Views Open MEPs as a Solution for the Coverage Gap Two-thirds of small businesses that currently do not offer a retirement plan say that they would consider doing so through...
Compliance | July 29th, 2019 DOL Releases Final Rule on ‘Association Retirement Plans’ The rule will permit employers to connect with associations of employers in a city, county, state, or a multi-state metropolitan...
Compliance | July 10th, 2019 Open MEPs Not for Every Plan Sponsor If legislation passes to allow for open multiple employer plans (MEPs) for plan sponsors without a common nexus, experts believe...
Compliance | May 14th, 2019 Retirement Industry Witnesses Press Senators for Action on RESA On the same day as the introduction of the new Retirement Security and Savings Act, the Senate Finance Committee heard...
Compliance | March 4th, 2019 How Open MEPs Could Change the Retirement Plan Market Not immediately, but over time, with passage of open MEP legislation, plan sponsors will see a change in service delivery,...
Compliance | February 8th, 2019 Open MEPs Will Be a Retirement Plan Market Disruptor If legislation allowing for open multiple employer plans (MEPs) is passed, it will be a while before implementation, and changes...
Compliance | February 7th, 2019 Retirement Enhancement and Savings Act Reintroduced The bipartisan bill, which enjoys broad industry support, would add flexibility for small businesses to join multiple employer plans, among...