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WTW Launches Its First Pooled Employer Plan
Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.
Tag: pooled plan provider
Products |
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...
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...
ABCs of RFPs for PEPs
Questions to ask when selecting a pooled employer plan provider.
DOL Announces Final Rule on PEP Registration
The rule is in line with DOL’s proposed rulemaking that it announced in August and streamlines the electronic process by...