Fee Considerations for Small Plans
Sponsors of smaller plans should regularly review investment share classes, but another plan type might also be an option.
Tag: PEPs
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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.
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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...
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...
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...
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...
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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...
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Paychex Will Offer PEP in January
The company contends its PEP offers greater levels of efficiency, as it can be integrated with the Paychex payroll.
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Mesirow Gets Into the PEP Business
Newport Group will be the recordkeeper for the pooled employer plan.