Tag: PEP

The new PEP is designed for clients with fewer than 100 employees.  

The IRS provided clarification about ‘grandfathered’ plans, and the DOL announced Form 5500 updates that include Schedule DCG.

Smart is joining the push into PEPs with an offering geared toward advisory firms and providers such as recordkeepers, asset...

The firm calls its Secure Retirement 403(b) PEP the first to market, following a years-long push for PEPs in the...

Vestwell's new offerings include a range of “affordable 401(k) plan options” for advisers to provide small and medium-sized business clients.

The pooled employer plan solution will be available on Ameritas’ flexible retirement plan platform.

The new rule would seek to redefine when investment advisers for plans and IRAs are 3(21) fiduciaries.

This year’s changes include reporting modifications for PEPs and small plans.

Third-party administrator PAi has teamed up with Morningstar to offer small and medium-sized businesses an employer retirement plan with an...

Pooled employer plans are still a nascent offering in the retirement market, but an increasing number of advisers want them...

New regulations would apply to multiple employer plans that are either maintained by employers that have a ‘common interest’ or...

Already, state-run plans, PEPs and moves to expand access to SIMPLE plans are making a difference, experts say.

The firm says the PEP will reduce fiduciary liability for employers.

With its PEP, the firm plans to simplify plan administration and reduce fiduciary risk to help more businesses offer a retirement plan.

The rule implements the registration requirements for PEPs pursuant to the SECURE Act

Many say they think the pooled employer plans authorized under the SECURE Act will open more doors for small businesses.

Though they applaud the direction the Department of Labor is taking, expert ERISA attorneys say a new proposed rule does not sufficiently explain how pooled employer plans can...