Compliance | August 11th, 2023 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.
Benefits | July 6th, 2023 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...
Deals and People | February 23rd, 2023 Aon Builds PEP Business With Four New Positions Aon is betting on further pooled employer plan growth with added headcount.
Products | February 23rd, 2023 WTW Launches Its First Pooled Employer Plan Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.
Deals and People | February 10th, 2023 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 | February 10th, 2023 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...
Ask the Experts | January 31st, 2023 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.
Compliance | January 10th, 2023 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 | October 12th, 2022 Aon PEP Passes Assets Milestone Aon has accumulated $1billion in plan assets and commitments since it launched the pooled employer plan.
Compliance | May 26th, 2022 Department of Labor Announces Final Form 5500 Changes The changes to Form 5500 for defined contribution and defined benefit plans are modest.
Data and Research | January 18th, 2022 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...
Compliance | January 7th, 2022 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 | December 3rd, 2021 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 | December 1st, 2021 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 | October 14th, 2021 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 | August 24th, 2021 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...
Administration | July 26th, 2021 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 | March 29th, 2021 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...
Data and Research | February 1st, 2021 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 | January 25th, 2021 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...