Tag: PEPs

According to data from PLANSPONSOR, pooled employer plans held $34 billion in assets at the end of 2025.

The American Society of Pension Professionals and Actuaries designation is designed for plan administrators, recordkeepers and advisers.

The Standard, with almost $5 billion in pooled employer plan assets under management, adds a niche offering.

The CBiz Retirement Advantage Pooled Employer Plan will utilize CBiz as both 3(16) and 3(38) managers.

A Cerulli report found that 71% of recordkeepers call the pooled employer plans a major or moderate business priority.

According to a Georgetown report, plan sponsors should evaluate pooled employer plans’ fees, providers’ potential conflicts of interest and the...

Arpio Inc. will provide independent investment fiduciary oversight.

The Securities and Exchange Commission’s view could spearhead more movement toward pooled employer plans.

The Standard’s assistant vice president of retirement plan sales explains an employer’s responsibilities when joining a pooled employer plan.  

Designed to help close the retirement plan coverage gap, the pooled options are drawing interest even from midsize and large...

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...