Tag: PEPs

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...

A rare unanimous affirmative voice vote by the Ways and Means Committee allows the SECURE Act 2.0 to be considered...

Commenting on the expected legislative action, sources agree the stakes remain high when it comes to addressing the U.S. retirement...

Between state-run plans, PEPs and moves to enhance SIMPLE plans, different entities are tackling the same problem in different ways.

Ekstra calls itself ‘The Participant First 401(k) MEP,’ and Sallus Retirement says it is one of the first fully independent...

Very few are interested in joining a PEP, and obstacles remain before sponsors will add annuities to their DC plans.

PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans...

PLANSPONSOR NewsDash readers weigh in on the growth of the pooled employer plan (PEP) market and whether their firms have...

The California 401(k) Plan offers higher contribution limits, a stable value fund that outperforms and Roth eligibility regardless of wage...

The company contends its PEP offers greater levels of efficiency, as it can be integrated with the Paychex payroll.

Newport Group will be the recordkeeper for the pooled employer plan.

The firm is targeting its pooled employer plan at startups and companies with up to $10 million in retirement plan...