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...
Tag: pooled employer plans
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.
Pooled Employer Plans Lead to Higher Adviser, Plan Satisfaction: Report
A new study shows employers express a 40% increase in plan adviser satisfaction after joining a pooled employer plan.
Pooled Employer Plan Assets Reach $10B, Cerulli Reports
PEPs are gaining traction among 401(k) sponsors across different plan sizes.
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Product & Service Launches
OneDigital launches new benefits platform; Transamerica managed advice available for contractors PEP; Gainbridge annuities available to RIAs via RetireOne; and...
Small, Midsize Employers Express Positive Experience Offering Pooled Plans
Adopters of Transamerica’s pooled plan solutions said the arrangement has allowed them to reduce their administrative and fiduciary burden, while...
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New PEP Brings Retirement Solution to Legal Cannabis Industry
Separately, another new PEP for all employers was announced by California Corporate Retirement Services.
Benefits |
New Gateway 401(k) Plan PEP Launches
Vestwell, Commonwealth, FuturePlan partner to bring new pooled employer plan to market.
From Auto-IRAs to PEPs: How Small Employers Can Offer Retirement Savings
For some employers, offering a state-facilitated retirement plan is the best and easiest option, but for others, sponsoring their own...
Mercer Wise 401(k) and PEP Hit Combined $3.6B AUM
The Mercer Wise platform provides 401(k) benefits to more than 70,000 U.S. employees.