Tag: PEPs

The offering is best suited for small 401(k) plans with less than $2.5M in assets, according to the company.

Today’s defined contribution sponsors are pursuing cost reduction strategies and implementing artificial intelligence to support their plans, according to new...

PEPs continue to grow as options for plan sponsors to the complexity and scale of managing a standalone 401(k) plan.

The firm will manage recordkeeping responsibilities for Associated General Contractors’ pooled employer plan.

The Department of Labor requested industry advice on how to improve pooled employer plans and make them more effective for...

Five industry experts weigh in on the benefits, the challenges and the misconceptions associated with pooled employer plans.

The July 1 request indicates the Department of Labor is preparing PEP-related reports, as laid out by the SECURE and...

The company intends to bring retirement savings to the historically underserved group of workers.

403(b) plan sponsors face unique challenges when complying with certain SECURE 2.0 provisions, such as long-term, part-time rules and joining...

The co-founder of a small financial wellness service provider decided to join a pooled employer plan to provide employees with...

PLANSPONSOR is opening its Plan Sponsor of the Year awards to closed MEPs and to PEPs. Only the pooled plan...

PEPs are gaining traction among 401(k) sponsors across different plan sizes.

Separately, another new PEP for all employers was announced by California Corporate Retirement Services.

For some employers, offering a state-facilitated retirement plan is the best and easiest option, but for others, sponsoring their own...

The Mercer Wise platform provides 401(k) benefits to more than 70,000 U.S. employees. 

Eight major organizations highlighted the need to clarify provisions related to automatic enrollment in PEPs, distributions for terminally ill participants,...

The firm saw a 15% increase in total assets, compared with the same period in 2023.

The retirement adviser is leaning into the small-plan market and startup plan creation.

Defined Contribution Groups—DCGs—offer another option for sponsors seeking to simplify some administrative tasks.

Advertised as a more cost-efficient and less burdensome way for small employers to offer a retirement plan, pooled solutions may...