research PLANADVISER November/December 2015

Gaining Perspective

2015 PLANADVISER Practice Benchmarking Survey

Reported by

Lee Barney

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Products

October 6th, 2026

Voya had been the $7 billion PEP’s recordkeeper since its inception in 2021.

Data & Research

July 10th, 2026

Nearly 60% already recordkeep the increasingly popular pooled plans, with an additional 17% planning to do so within the next...

Compliance

July 6th, 2026

The US Treasury also posted a rule list that provides SECURE 2.0 guidance including required minimum distributions.