Tag: pooled employer plans

The American Society of Pension Professionals and Actuaries designation is designed for plan administrators, recordkeepers and advisers.

Barriers to adoption reflect ‘misperceptions and information gaps,’ rather than ‘insurmountable economic realities,’ per a Boston College Center for Retirement...

Global retirement experts suggest investment options, advice and artificial intelligence can all help with drawing down defined contribution savings.

Transamerica and Advo(k)ate Advisors team up to offer a new pooled employer plan.

A Cerulli report found that 71% of recordkeepers call the pooled employer plans a major or moderate business priority.

According to a Georgetown report, plan sponsors should evaluate pooled employer plans’ fees, providers’ potential conflicts of interest and the...

Arpio Inc. will provide independent investment fiduciary oversight.

While the Department of Labor estimated a $178 billion inflow to target-date funds based on its proposed safe harbor, plan...

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Data from a Pentegra survey show most advisers link pooled employer plans to improvements in overall plan quality.

Data collected for PLANSPONSOR's 2025 Recordkeeping Survey shows that PEPs with at least $200 million in assets hold nearly double...

As pooled plans become less niche, recordkeepers, advisers and TPAs have started working together more than ever before.

Illinois-based Prero & Morgenstern found value in a pooled employer plan that it never saw in the state-facilitated option.

Designed to help close the retirement plan coverage gap, the pooled options are drawing interest even from midsize and large...

Federal tax incentives and other state policy efforts have led to more retirement plans available for employees of small businesses.

Automation allows for price relief for modest-sized companies that have been paying more to provide retirement benefits.

The company intends to bring retirement savings to the historically underserved group of workers.

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

A white paper issued by Senator Bill Cassidy is meant to address the retirement readiness shortfalls for gig workers.

A new study shows employers express a 40% increase in plan adviser satisfaction after joining a pooled employer plan.