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...
Administration | August 27th, 2020 Tremendous Promise Foreseen for PEPs Many retirement plan experts say they think the pooled employer plans authorized under the SECURE Act will open more doors...
Compliance | August 25th, 2020 Investors Seek More Substantive PEP Guidance from DOL Though they applaud the direction the Department of Labor is taking, expert ERISA attorneys say a new proposed rule does...
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...