SECURE Act 2.0 Passed Unanimously by Ways and Means Committee
A rare unanimous affirmative voice vote by the Ways and Means Committee allows the SECURE Act 2.0 to be considered...
Tag: PEPs
House Committee Expected to Advance ‘SECURE Act 2.0’
Commenting on the expected legislative action, sources agree the stakes remain high when it comes to addressing the U.S. retirement...
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New PEP Options Tout Distinctions
Ekstra calls itself ‘The Participant First 401(k) MEP,’ and Sallus Retirement says it is one of the first fully independent...
Plan Sponsors Aren’t Warming Up to Provisions of the SECURE Act
Very few are interested in joining a PEP, and obstacles remain before sponsors will add annuities to their DC plans.
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Service Launches to Help Plan Sponsors Evaluate PEPs, PPPs
PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans...
SURVEY SAYS: Will PEPs Become Prominent?
PLANSPONSOR NewsDash readers weigh in on the growth of the pooled employer plan (PEP) market and whether their firms have...
The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take...
Sponsors Have Many Considerations as PEPs Hit the Market
Retirement plan experts offer advice to employers that are considering whether they should move to a pooled employer plan or...
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The 401(k) Plan Co. Touts PEP as Alternative to CalSavers
The California 401(k) Plan offers higher contribution limits, a stable value fund that outperforms and Roth eligibility regardless of wage...
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Mesirow Gets Into the PEP Business
Newport Group will be the recordkeeper for the pooled employer plan.
PEPs Carry Evolving Fiduciary Risks of Their Own
The legal complexities that emerge when a single employer operates a retirement plan for its own staff are already immense;...
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Mercer Intends to Launch PEP in 2021
Recordkeeping for the new pooled employer plan will be provided by Empower Retirement.
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Lockton’s First PEP Ready to Launch in January
Transamerica will be the recordkeeper for the new plan and offer specialized recordkeeping specific to each adopting employer.
How Will the PEP Market Develop in Early 2021?
One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 expects plan sponsor take-up to...
The PEP Opportunity
Pooled employer plans (PEPs) are coming, and potential adopting employers need to know what to look for and what they...
DOL Issues NPRM on PEP Provider Registration
Providers of pooled employer plans (PEPs) must first register with the DOL before plans can begin operating.
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Lockton Announces New PEPs Series
The new outsourced administrative responsibilities practice will serve both small and large employers.
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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.
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...
Details About SECURE Act’s PEP and Lifetime Income Provisions
Open MEPs are now PEPs, and additional guidance is needed about requirements for PEPs and other provisions of the SECURE...