DOL Opens Public Comment on SECURE 2.0 Provisions
EBSA will take feedback for 60 days on defined contribution reporting requirements, PEPs and emergency savings accounts.
Tag: pooled employer plans
Benefits |
Pace of New PEP Filings Slowing
Observers expect consolidation as market matures and some slowing due to IRS clarification that expanded the scope of PEPs requiring...
Aon Builds PEP Business With Four New Positions
Aon is betting on further pooled employer plan growth with added headcount.
Products |
WTW Launches Its First Pooled Employer Plan
Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.
Retirement Industry People Moves
Voya promotes Hayes to government markets and wealth solutions efforts; Epic Retirement promotes Corona to director of sales and strategic...
Products |
Morningstar and PAi Partner on ESG-Driven Pooled Employer Plan
Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that...
Does the SECURE 2.0 Act Make 403(b) Plans More Like 401(k) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
DOL to Inquire If Regulatory Guidance Could Boost PEPs
EBSA's agenda includes speaking with plan sponsors, service providers and plan participants; asking what regulators can do to help increase...
Benefits |
Aon PEP Passes Assets Milestone
Aon has accumulated $1billion in plan assets and commitments since it launched the pooled employer plan.
Department of Labor Announces Final Form 5500 Changes
The changes to Form 5500 for defined contribution and defined benefit plans are modest.
Plan Sponsors Can Extend Retirement Benefits With Decoupling Arrangements
Large and small employers might consider the potential to broaden retirement plan coverage through the benefits of new plan designs...
Finalized Form 5500 Changes Add Little to Plan Sponsors’ Responsibilities
While plan sponsors will need to ensure the form contains accurate data, many of the proposed changes to the 2021...
Products |
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...
Products |
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...
Products |
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.
Benefits |
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,...
Products |
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.
Products |
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...