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...
Tag: pooled employer plans
DOL Clears Question over Plan Sponsor PEP Member Responsibility for Fidelity Bonds
The department Labor replied with information for the SECURE Act amendments to ERISA that relate to the bonding requirements under...
Benefits |
Aon PEP Passes Assets Milestone
Aon has accumulated $1billion in plan assets and commitments since it launched the pooled employer plan.
Department of Labor Announces Final Form 5500 Changes
The changes to Form 5500 for defined contribution and defined benefit plans are modest.
Small Employers Are Showing Interest in PEPs
Among plan sponsors with fewer than 100 workers, interest in pooled employer plans has begun to take shape.
ABCs of RFPs for PEPs
Questions to ask when selecting a pooled employer plan provider.
Benefits |
Plan Sponsor Considerations for Joining a Pooled Employer Plan
Plan design and provider services are some things employers that are considering moving to a PEP should examine.
More Companies Dive Into Pooled Employer Plans
Lower fees, reduced risk and less work are making PEPs increasingly popular among employers.
IRS Proposes Regulations Updating MEP ‘One Bad Apple’ Rule
In certain cases, the portion of a multiple employer plan attributable to a participating employer’s failure to meet plan qualification...
Fee Considerations for Small Plans
Sponsors of smaller plans should regularly review investment share classes, but another plan type might also be an option.
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...
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 |
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...
Products |
More Providers Offer Group Plan Solutions
PRI and Waypoint have formed a new joint company called Group Plan Systems, while Franklin Templeton has selected a new...
Products |
Firms Announce Intent to Launch ESG Pooled Employer Plan
PAi Trust Co. will be the pooled plan provider, and Morningstar Investment Management will select and manage the investment lineup.
Benefits |
Small Companies’ Options for Offering a Retirement Plan Are Growing
A new generation of fintech providers is coming to market as the number of state-run plans is growing, giving small...
The Allure of PEPs for Current Plan Sponsors
PEPs offer some advantages worth considering even if plan sponsors already have help and think their plans are running fine,...
Taking Steps to Expand Retirement Plan Access
Between state-run plans, PEPs and moves to enhance SIMPLE plans, different entities are tackling the same problem in different ways.
Products |
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...
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.