Products | February 23rd, 2023 WTW Launches Its First Pooled Employer Plan Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.
Products | February 10th, 2023 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...
Compliance | November 11th, 2022 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...
Administration | April 27th, 2022 ABCs of RFPs for PEPs Questions to ask when selecting a pooled employer plan provider.
Compliance | November 12th, 2020 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...