Deals and People | April 26th, 2024 Retirement Industry People Moves Voya Adds Two New MEP Roles; Congruent Creates Chief Revenue Officer Role; PCS Hires Kirtland to lead business development; and...
Benefits | April 1st, 2024 With Limited Resources, Managing 403(b) Plans in Higher Ed Brings Unique Challenges As higher education plan sponsors often work with small benefits staffs and oversee diverse pools of employees, administering a retirement...
Benefits | March 14th, 2024 In PEPs, Attaining Economy of Scale Is Critical, Sometimes Illusive While the pooled plan providers, sponsors of multiple employer plans, continue to see asset inflows, for sponsors, joining a PEP...
Benefits | March 1st, 2024 Can Multiple Employer Plans Help Close the Retirement Coverage Gap? Advertised as a more cost-efficient and less burdensome way for small employers to offer a retirement plan, pooled solutions may...
Benefits | March 1st, 2024 Into the Pool Representatives from two different companies explain the process by which their firms chose their respective multiple employer retirement solutions.
Products | February 1st, 2024 New PEP Made Available by Ascensus, American Funds The pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.
Products | October 19th, 2023 Investment Product & Service Launches The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.
Compliance | August 11th, 2023 DOL Opens Public Comment on SECURE 2.0 Provisions EBSA will take feedback for 60 days on defined contribution reporting requirements, PEPs and emergency savings accounts.
Benefits | July 6th, 2023 Pace of New PEP Filings Slowing Observers expect consolidation as market matures and some slowing due to IRS clarification that expanded the scope of PEPs requiring...
Deals and People | February 23rd, 2023 Aon Builds PEP Business With Four New Positions Aon is betting on further pooled employer plan growth with added headcount.
Products | February 23rd, 2023 WTW Launches Its First Pooled Employer Plan Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.
Deals and People | February 10th, 2023 Retirement Industry People Moves Voya promotes Hayes to government markets and wealth solutions efforts; Epic Retirement promotes Corona to director of sales and strategic...
Products | February 10th, 2023 Morningstar and PAi Partner on ESG-Driven Pooled Employer Plan Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that...
Ask the Experts | January 31st, 2023 Does the SECURE 2.0 Act Make 403(b) Plans More Like 401(k) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | January 10th, 2023 DOL to Inquire If Regulatory Guidance Could Boost PEPs EBSA's agenda includes speaking with plan sponsors, service providers and plan participants; asking what regulators can do to help increase...
Benefits | October 12th, 2022 Aon PEP Passes Assets Milestone Aon has accumulated $1billion in plan assets and commitments since it launched the pooled employer plan.
Compliance | May 26th, 2022 Department of Labor Announces Final Form 5500 Changes The changes to Form 5500 for defined contribution and defined benefit plans are modest.
Data and Research | January 18th, 2022 Plan Sponsors Can Extend Retirement Benefits With Decoupling Arrangements Large and small employers might consider the potential to broaden retirement plan coverage through the benefits of new plan designs...
Compliance | January 7th, 2022 Finalized Form 5500 Changes Add Little to Plan Sponsors’ Responsibilities While plan sponsors will need to ensure the form contains accurate data, many of the proposed changes to the 2021...
Products | December 3rd, 2021 New PEP Features Adviser Managed Accounts The QPA pooled employer plan will be available nationwide for employers of all sizes that desire additional fiduciary protections and...