Tag: pooled plan providers

As pooled plans become less niche, recordkeepers, advisers and TPAs have started working together more than ever before.

Illinois-based Prero & Morgenstern found value in a pooled employer plan that it never saw in the state-facilitated option.

Designed to help close the retirement plan coverage gap, the pooled options are drawing interest even from midsize and large...

The company intends to bring retirement savings to the historically underserved group of workers.

PLANSPONSOR is opening its Plan Sponsor of the Year awards to closed MEPs and to PEPs. Only the pooled plan...

Vestwell, Commonwealth, FuturePlan partner to bring new pooled employer plan to market. 

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

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...

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

Observers expect consolidation as market matures and some slowing due to IRS clarification that expanded the scope of PEPs requiring...

Aon is betting on further pooled employer plan growth with added headcount.

Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.

Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that...

The department Labor replied with information for the SECURE Act amendments to ERISA that relate to the bonding requirements under...

PRI and Waypoint have formed a new joint company called Group Plan Systems, while Franklin Templeton has selected a new...

PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans...