Tag: PEPs

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...

Representatives from two different companies explain the process by which their firms chose their respective multiple employer retirement solutions.

The pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.

The pooled employer plan was launched in 2021 and has doubled in assets in the past year.

Observers expect consolidation as market matures and some slowing due to IRS clarification that expanded the scope of PEPs requiring...

A Morningstar report reveals the pandemic caused defined contribution plan closings to spike and new plan creation to slow down.  

SECURE 2.0 has several provisions designed to increase retirement plan creation and participation by small businesses, in particular by offering...

Plan sponsors offering 403(b) plans may be able to operate them more like 401(k)s after SECURE 2.0, according to experts.

The sweeping retirement reform will usher in both short- and long-term efforts to expand retirement savings to more Americans.

Lawmakers and states are making efforts to address the perceptions that some businesses are too small to offer a plan...

Among plan sponsors with fewer than 100 workers, interest in pooled employer plans has begun to take shape.

The Transamerica Advantage Solution is being described by the firm as ‘a configurable retirement plan’ designed to be attractive to...

The QPA pooled employer plan will be available nationwide for employers of all sizes that desire additional fiduciary protections and...

PRI and Waypoint have formed a new joint company called Group Plan Systems, while Franklin Templeton has selected a new...

Both Transamerica and Fidelity this week announced new collaborations aimed at supporting clients interested in collective approaches to managing their...

PAi Trust Co. will be the pooled plan provider, and Morningstar Investment Management will select and manage the investment lineup.

A new generation of fintech providers is coming to market as the number of state-run plans is growing, giving small...