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.
Tag: PEPs
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.
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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.
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Transamerica Joins PEP-Alternative Market
The Transamerica Advantage Solution is being described by the firm as ‘a configurable retirement plan’ designed to be attractive to...
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New PEP Features Adviser Managed Accounts
The QPA pooled employer plan will be available nationwide for employers of all sizes that desire additional fiduciary protections and...
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More Providers Offer Group Plan Solutions
PRI and Waypoint have formed a new joint company called Group Plan Systems, while Franklin Templeton has selected a new...
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New Provider Partnerships Focus on Collective Plans
Both Transamerica and Fidelity this week announced new collaborations aimed at supporting clients interested in collective approaches to managing their...
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Firms Announce Intent to Launch ESG Pooled Employer Plan
PAi Trust Co. will be the pooled plan provider, and Morningstar Investment Management will select and manage the investment lineup.
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Small Companies’ Options for Offering a Retirement Plan Are Growing
A new generation of fintech providers is coming to market as the number of state-run plans is growing, giving small...
The Allure of PEPs for Current Plan Sponsors
PEPs offer some advantages worth considering even if plan sponsors already have help and think their plans are running fine,...
SECURE Act 2.0 Passed Unanimously by Ways and Means Committee
A rare unanimous affirmative voice vote by the Ways and Means Committee allows the SECURE Act 2.0 to be considered...
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...
Taking Steps to Expand Retirement Plan Access
Between state-run plans, PEPs and moves to enhance SIMPLE plans, different entities are tackling the same problem in different ways.
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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...
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.