Compliance | January 5th, 2024 Recent Regulatory Updates for MEPs, PEPs, DCGs The DOL and IRS have both issued updates for the three composite plan types.
Products | October 5th, 2023 Investment Product and Service Launches Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark...
Compliance | June 15th, 2023 EBSA Says It Will Propose Fiduciary Rule in August The regulatory agenda contained several other items, such as the 401(k) lost and found, emergency savings sidecars and pooled employer...
Administration | April 27th, 2022 ABCs of RFPs for PEPs Questions to ask when selecting a pooled employer plan provider.
Benefits | April 27th, 2022 Plan Sponsor Considerations for Joining a Pooled Employer Plan Plan design and provider services are some things employers that are considering moving to a PEP should examine.
Administration | April 27th, 2022 More Companies Dive Into Pooled Employer Plans Lower fees, reduced risk and less work are making PEPs increasingly popular among employers.
Compliance | March 29th, 2022 IRS Proposes Regulations Updating MEP ‘One Bad Apple’ Rule In certain cases, the portion of a multiple employer plan attributable to a participating employer’s failure to meet plan qualification...
Data and Research | March 16th, 2022 Fee Considerations for Small Plans Sponsors of smaller plans should regularly review investment share classes, but another plan type might also be an option.
Compliance | April 23rd, 2021 Taking Steps to Expand Retirement Plan Access Between state-run plans, PEPs and moves to enhance SIMPLE plans, different entities are tackling the same problem in different ways.
Products | December 10th, 2020 Paychex Will Offer PEP in January The company contends its PEP offers greater levels of efficiency, as it can be integrated with the Paychex payroll.
Products | November 16th, 2020 Principal to Launch PEP, Says More to Come The firm is targeting its pooled employer plan at startups and companies with up to $10 million in retirement plan...
Compliance | November 12th, 2020 DOL Announces Final Rule on PEP Registration The rule is in line with DOL’s proposed rulemaking that it announced in August and streamlines the electronic process by...
Administration | August 27th, 2020 Tremendous Promise Foreseen for PEPs Many retirement plan experts say they think the pooled employer plans authorized under the SECURE Act will open more doors...
Compliance | August 25th, 2020 Investors Seek More Substantive PEP Guidance from DOL Though they applaud the direction the Department of Labor is taking, expert ERISA attorneys say a new proposed rule does...