Tag: pooled employer plans

The firm saw a 15% increase in total assets, compared with the same period in 2023.

Voya Adds Two New MEP Roles; Congruent Creates Chief Revenue Officer Role; PCS Hires Kirtland to lead business development; and...

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed...

As higher education plan sponsors often work with small benefits staffs and oversee diverse pools of employees, administering a retirement...

Advertised as a more cost-efficient and less burdensome way for small employers to offer a retirement plan, pooled solutions may...

Representatives from two different companies explain the process by which their firms chose their respective multiple employer retirement solutions.

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.