Products |
The 3-Letter Plan Type You Haven’t Heard of
Defined Contribution Groups—DCGs—offer another option for sponsors seeking to simplify some administrative tasks.
Tag: PEPs
Benefits |
Can Multiple Employer Plans Help Close the Retirement Coverage Gap?
Advertised as a more cost-efficient and less burdensome way for small employers to offer a retirement plan, pooled solutions may...
Benefits |
Into the Pool
Representatives from two different companies explain the process by which their firms chose their respective multiple employer retirement solutions.
Products |
New PEP Made Available by Ascensus, American Funds
The pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.
Recent Regulatory Updates for MEPs, PEPs, DCGs
The DOL and IRS have both issued updates for the three composite plan types.
Benefits |
Aon PEP Hits $2B in Plan Assets
The pooled employer plan was launched in 2021 and has doubled in assets in the past year.
Products |
Investment Product and Service Launches
Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark...
Benefits |
Pace of New PEP Filings Slowing
Observers expect consolidation as market matures and some slowing due to IRS clarification that expanded the scope of PEPs requiring...
EBSA Says It Will Propose Fiduciary Rule in August
The regulatory agenda contained several other items, such as the 401(k) lost and found, emergency savings sidecars and pooled employer...
Accelerated Retirement Plan Closings Put Pressure on Small Employers
A Morningstar report reveals the pandemic caused defined contribution plan closings to spike and new plan creation to slow down.
How SECURE 2.0 Can Help Small Businesses
SECURE 2.0 has several provisions designed to increase retirement plan creation and participation by small businesses, in particular by offering...
403(b) Plans Will Continue to Act More Like 401(k)s with SECURE 2.0 Changes
Plan sponsors offering 403(b) plans may be able to operate them more like 401(k)s after SECURE 2.0, according to experts.
Congress Passes SECURE 2.0
The sweeping retirement reform will usher in both short- and long-term efforts to expand retirement savings to more Americans.
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...
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.
ABCs of RFPs for PEPs
Questions to ask when selecting a pooled employer plan provider.
Benefits |
Plan Sponsor Considerations for Joining a Pooled Employer Plan
Plan design and provider services are some things employers that are considering moving to a PEP should examine.
More Companies Dive Into Pooled Employer Plans
Lower fees, reduced risk and less work are making PEPs increasingly popular among employers.
IRS Proposes Regulations Updating MEP ‘One Bad Apple’ Rule
In certain cases, the portion of a multiple employer plan attributable to a participating employer’s failure to meet plan qualification...
Fee Considerations for Small Plans
Sponsors of smaller plans should regularly review investment share classes, but another plan type might also be an option.