Trends PLANADVISER May/June 2022

All Eyes on PEPs

Some small employers are warming to the plans.

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Products & Services

March 7th, 2025

The company entered the PEP market in August 2023 after its acquisition of Securian Financial’s retirement plan recordkeeping business.

Products & Services

December 4th, 2024

One of the plans offers more control for the plan sponsor; the other is a traditional PEP structure.

Client Service

October 17th, 2024

The pooled employer plan focused on 403(b) nonprofit educational programs is sponsored by GPS, with investment fiduciary services from the...

Trends PLANADVISER May/June 2022

Social Security on the Brink?

Long-standing solvency problems remain.

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Data & Research

April 3rd, 2025

Although older workers understand the benefit better than their Millennial and Gen Z peers do, all could be better educated,...

Products & Services

April 3rd, 2025

Along with the tool, the company is offering a range of content for advisers and clients through its "Power of...

Compliance

March 28th, 2025

The SSA also made an exception to the in-person requirement for for those applying for certain services, although the exception...