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;...
Products | November 2nd, 2020 Mercer Intends to Launch PEP in 2021 Recordkeeping for the new pooled employer plan will be provided by Empower Retirement.
Products | October 15th, 2020 Lockton’s First PEP Ready to Launch in January Transamerica will be the recordkeeper for the new plan and offer specialized recordkeeping specific to each adopting employer.
Data and Research | October 6th, 2020 How Will the PEP Market Develop in Early 2021? One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 expects plan sponsor take-up to...
Administration | September 8th, 2020 The PEP Opportunity Pooled employer plans (PEPs) are coming, and potential adopting employers need to know what to look for and what they...
Compliance | August 20th, 2020 DOL Issues NPRM on PEP Provider Registration Providers of pooled employer plans (PEPs) must first register with the DOL before plans can begin operating.
Products | August 20th, 2020 Lockton Announces New PEPs Series The new outsourced administrative responsibilities practice will serve both small and large employers.
Products | June 24th, 2020 Voya Will Recordkeep Aon’s New Pooled Employer Plan The pooled employer plan (PEP) will utilize Aon Investments USA Inc., Aon’s investment solutions group.
Compliance | June 17th, 2020 DOL Issues SECURE Act RFI on PEPs, Prohibited Transactions Using affiliates to provide services and proprietary investment products when offering a pooled employer plan (PEP) raises fiduciary and prohibited...
Compliance | January 31st, 2020 Details About SECURE Act’s PEP and Lifetime Income Provisions Open MEPs are now PEPs, and additional guidance is needed about requirements for PEPs and other provisions of the SECURE...