Products |
Hub Launches New PEP for Small Employers
The new pooled offering is designed for companies with fewer than 100 employees.
Tag: pooled plan provider
Insurance Broker’s PEP Launches for Private Equity, Venture Portfolio Firms
San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...
Benefits |
Institutional Advisory Division of KeyBank Launches PEP
Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.
Products |
WTW Launches Its First Pooled Employer Plan
Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.
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...