Tag: PEPs

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 DOL and IRS have both issued updates for the three composite plan types.

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

Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark...

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

The regulatory agenda contained several other items, such as the 401(k) lost and found, emergency savings sidecars and pooled employer...

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.

In certain cases, the portion of a multiple employer plan attributable to a participating employer’s failure to meet plan qualification...

Sponsors of smaller plans should regularly review investment share classes, but another plan type might also be an option.

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...