Data and Research | May 17th, 2022 Three in Four Small Businesses Don’t Offer a 401(k) Plan Lawmakers and states are making efforts to address the perceptions that some businesses are too small to offer a plan...
Data and Research | May 5th, 2022 Small Employers Are Showing Interest in PEPs Among plan sponsors with fewer than 100 workers, interest in pooled employer plans has begun to take shape.
Products | January 10th, 2022 Transamerica Joins PEP-Alternative Market The Transamerica Advantage Solution is being described by the firm as ‘a configurable retirement plan’ designed to be attractive to...
Products | December 3rd, 2021 New PEP Features Adviser Managed Accounts The QPA pooled employer plan will be available nationwide for employers of all sizes that desire additional fiduciary protections and...
Products | December 1st, 2021 More Providers Offer Group Plan Solutions PRI and Waypoint have formed a new joint company called Group Plan Systems, while Franklin Templeton has selected a new...
Products | November 16th, 2021 New Provider Partnerships Focus on Collective Plans Both Transamerica and Fidelity this week announced new collaborations aimed at supporting clients interested in collective approaches to managing their...
Products | October 14th, 2021 Firms Announce Intent to Launch ESG Pooled Employer Plan PAi Trust Co. will be the pooled plan provider, and Morningstar Investment Management will select and manage the investment lineup.
Benefits | August 24th, 2021 Small Companies’ Options for Offering a Retirement Plan Are Growing A new generation of fintech providers is coming to market as the number of state-run plans is growing, giving small...
Administration | July 26th, 2021 The Allure of PEPs for Current Plan Sponsors PEPs offer some advantages worth considering even if plan sponsors already have help and think their plans are running fine,...
Compliance | May 5th, 2021 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...
Compliance | May 4th, 2021 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...
Products | March 29th, 2021 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...
Data and Research | February 1st, 2021 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.
Products | January 25th, 2021 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...
Reader Responses | January 20th, 2021 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...
Administration | January 12th, 2021 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...
Administration | January 7th, 2021 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...
Products | January 6th, 2021 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...
Products | November 17th, 2020 Mesirow Gets Into the PEP Business Newport Group will be the recordkeeper for the pooled employer plan.
Compliance | November 9th, 2020 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;...