Tag: pooled employer plans

The new pooled offering is designed for companies with fewer than 100 employees.

San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...

The pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

The pooled employer plan was launched in 2021 and has doubled in assets in the past year.

Higher education plan sponsors cited lower costs and fewer administrative responsibilities as reasons to join a pooled retirement plan solution,...

The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.

EBSA will take feedback for 60 days on defined contribution reporting requirements, PEPs and emergency savings accounts.

Beginning August 1, Voya will bring what it is calling the very first pooled employer plan to employees of large...

Observers expect consolidation as market matures and some slowing due to IRS clarification that expanded the scope of PEPs requiring...

In response to SECURE 2.0 permitting more flexibility for multiple and pooled employer plans, Vestwell is expanding its offerings for...

Smart Retirement Solutions’ new pooled employer plan aims to create a 401(k) retirement solution for employers looking to reduce their...

SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANSPONSOR webinar.

Virtus Appoints Head of DCIO; Bipartisan Policy Center hires new fellow; and more.

Aon is betting on further pooled employer plan growth with added headcount.

Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.

TIAA names Latini to new position as wealth distribution head; DCIIA votes in 2023 committee members; Pentegra appoints two vice...

Voya promotes Hayes to government markets and wealth solutions efforts; Epic Retirement promotes Corona to director of sales and strategic...

Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that...

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