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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...
Tag: pooled employer plans
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.
DOL Issues SECURE Act RFI on PEPs, Prohibited Transactions
Using affiliates to provide services and proprietary investment products when offering a pooled employer plan (PEP) raises fiduciary and prohibited...
Are PEPs Available to 403(b) Plan Sponsors?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Details About SECURE Act’s PEP and Lifetime Income Provisions
Open MEPs are now PEPs, and additional guidance is needed about requirements for PEPs and other provisions of the SECURE...