Tag: pooled employer plans

PAi Trust Co. will be the pooled plan provider, and Morningstar Investment Management will select and manage the investment lineup.

A new generation of fintech providers is coming to market as the number of state-run plans is growing, giving small...

Ekstra calls itself ‘The Participant First 401(k) MEP,’ and Sallus Retirement says it is one of the first fully independent...

Very few are interested in joining a PEP, and obstacles remain before sponsors will add annuities to their DC plans.

PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans...

PLANSPONSOR NewsDash readers weigh in on the growth of the pooled employer plan (PEP) market and whether their firms have...

The California 401(k) Plan offers higher contribution limits, a stable value fund that outperforms and Roth eligibility regardless of wage...

Newport Group will be the recordkeeper for the pooled employer plan.

Recordkeeping for the new pooled employer plan will be provided by Empower Retirement.

Transamerica will be the recordkeeper for the new plan and offer specialized recordkeeping specific to each adopting employer.

Providers of pooled employer plans (PEPs) must first register with the DOL before plans can begin operating.

Using affiliates to provide services and proprietary investment products when offering a pooled employer plan (PEP) raises fiduciary and prohibited...

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

Open MEPs are now PEPs, and additional guidance is needed about requirements for PEPs and other provisions of the SECURE...