Trends
PEPs’ Predicted Growth
Advisers ‘on the fence’ may have several reasons to change their minds.
Compliance
The Different Approaches to Expanding Retirement Plan Access
Already, state-run plans, PEPs and moves to expand access to SIMPLE plans are making a difference, experts say.
Once They Catch On, PEPs Could Grow Exponentially
The current hesitancy over how they will take shape will be overcome by appreciation among advisers and sponsors alike at the prospect of expanding retirement coverage, sources say.
Compliance News
Products
Products
Compliance
Investing
Compliance
Legislative and Judicial Actions
The DOL presents its final ESG rule, IRS simplifies certain 403(b) plan terminations, and more.
Paychex Introduces a Pooled Employer Plan
The firm says the PEP will reduce fiduciary liability for employers.
Principal to Launch Pooled Employer Plan
With its PEP, the firm plans to simplify plan administration and reduce fiduciary risk to help more businesses offer a retirement plan.
DOL Announces Registration Requirements for Pooled Plan Providers
The rule implements the registration requirements for PEPs pursuant to the SECURE Act
Retirement Industry Experts See Tremendous Promise for PEPs
Many say they think the pooled employer plans authorized under the SECURE Act will open more doors for small businesses.
Stakeholders Want More Substantive PEP Guidance from DOL
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 be structured like existing multiple employer plans.