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The Standard’s PEP Assets Surpass $5B
According to data from PLANSPONSOR, pooled employer plans held $34 billion in assets at the end of 2025.
Tag: pooled employer plans
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ASPPA Announces Qualified Pooled Plan Professional Credential
The American Society of Pension Professionals and Actuaries designation is designed for plan administrators, recordkeepers and advisers.
How Can Small Businesses Close the Coverage Gap?
Barriers to adoption reflect ‘misperceptions and information gaps,’ rather than ‘insurmountable economic realities,’ per a Boston College Center for Retirement...
Benefits |
What Foreign Decumulation Models Could Help the US?
Global retirement experts suggest investment options, advice and artificial intelligence can all help with drawing down defined contribution savings.
Benefits |
New PEP to Offer Broad Payroll Integration, Founders Say
Transamerica and Advo(k)ate Advisors team up to offer a new pooled employer plan.
Benefits |
PEPs Become Key Part of Recordkeepers’ Growth Strategy
A Cerulli report found that 71% of recordkeepers call the pooled employer plans a major or moderate business priority.
Benefits |
How to Pick a PEP
According to a Georgetown report, plan sponsors should evaluate pooled employer plans’ fees, providers’ potential conflicts of interest and the...
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Ascensus Launches National 403(b) PEP for Nonprofits
Arpio Inc. will provide independent investment fiduciary oversight.
What Kind of Near-Term Future Do Alts Actually Have in DC Plans?
While the Department of Labor estimated a $178 billion inflow to target-date funds based on its proposed safe harbor, plan...
Are There PEPs for Employers Offering 403(b) Retirement Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
PEPs, Outsourcing Can Reduce Plan Sponsors’ Fiduciary Risks, Survey Finds
Data from a Pentegra survey show most advisers link pooled employer plans to improvements in overall plan quality.
The Growth of MEPs and PEPs
Data collected for PLANSPONSOR's 2025 Recordkeeping Survey shows that PEPs with at least $200 million in assets hold nearly double...
How MEP, PEP Growth Influences Retirement Industry Roles
As pooled plans become less niche, recordkeepers, advisers and TPAs have started working together more than ever before.
Benefits |
Why 1 Law Firm Picked a PEP
Illinois-based Prero & Morgenstern found value in a pooled employer plan that it never saw in the state-facilitated option.
Benefits |
Strength in Numbers: Plan Sponsors Increasingly Open to Joining PEPs, MEPs
Designed to help close the retirement plan coverage gap, the pooled options are drawing interest even from midsize and large...
Benefits |
What’s Driving the Small Plan Market?
Federal tax incentives and other state policy efforts have led to more retirement plans available for employees of small businesses.
Providers Lean on Tech to Lower Costs in Small 401(k) Plans
Automation allows for price relief for modest-sized companies that have been paying more to provide retirement benefits.
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Vestwell Launches PEP for Amazon’s Delivery Service Partner Program
The company intends to bring retirement savings to the historically underserved group of workers.
Can 403(b) Plan Sponsors Join a MEP or a PEP?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Senate HELP Committee Chair Proposes Workplace Benefits for Independent Workers
A white paper issued by Senator Bill Cassidy is meant to address the retirement readiness shortfalls for gig workers.