Tag: pooled employer plan

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed...

The new pooled offering is designed for companies with fewer than 100 employees.

San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

The pooled employer plan was launched in 2021 and has doubled in assets in the past year.

Higher education plan sponsors cited lower costs and fewer administrative responsibilities as reasons to join a pooled retirement plan solution,...

Beginning August 1, Voya will bring what it is calling the very first pooled employer plan to employees of large...

In response to SECURE 2.0 permitting more flexibility for multiple and pooled employer plans, Vestwell is expanding its offerings for...

Smart Retirement Solutions’ new pooled employer plan aims to create a 401(k) retirement solution for employers looking to reduce their...

SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANSPONSOR webinar.

Virtus Appoints Head of DCIO; Bipartisan Policy Center hires new fellow; and more.

TIAA names Latini to new position as wealth distribution head; DCIIA votes in 2023 committee members; Pentegra appoints two vice...

The department Labor replied with information for the SECURE Act amendments to ERISA that relate to the bonding requirements under...

Among plan sponsors with fewer than 100 workers, interest in pooled employer plans has begun to take shape.

In certain cases, the portion of a multiple employer plan attributable to a participating employer’s failure to meet plan qualification...

Sponsors of smaller plans should regularly review investment share classes, but another plan type might also be an option.

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