Department of Labor Announces Final Form 5500 Changes
The changes to Form 5500 for defined contribution and defined benefit plans are modest.
Tag: pooled employer plans
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...
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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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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,...
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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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Mesirow Gets Into the PEP Business
Newport Group will be the recordkeeper for the pooled employer plan.
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Mercer Intends to Launch PEP in 2021
Recordkeeping for the new pooled employer plan will be provided by Empower Retirement.
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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.
The PEP Opportunity
Pooled employer plans (PEPs) are coming, and potential adopting employers need to know what to look for and what they...
DOL Issues NPRM on PEP Provider Registration
Providers of pooled employer plans (PEPs) must first register with the DOL before plans can begin operating.