A New Age for PEPs
Pooled employer plans have grown significantly over the last four years, as larger employers are increasingly drawn to the plans’...
Tag: PEPs
Anticipating the Next Wave of ERISA Lawsuits
Pooled employer plans could be the next big target in ERISA litigation, according to Jamie Fleckner, an ERISA defense attorney...
Vestwell Debuts PEP for Small 401(k) Plans
The defined contribution pooled employer plan is best suited for plans with more than 80 participants and less than $2.5...
Aon PEP Tops $5B in Assets, 100K Participants
PEP participation is growing as the pooled plans offer an option to the complexity and scale of managing a standalone...
DOL Asks For Industry Suggestions About Improving PEPs for Small Employers
The Employee Benefits Security Administration will accept input for 60 days.
Taking Stock of the Continued Evolution of PEPs
More than four years and $10 billion in assets into their launch, experts discuss the benefits, the challenges and the...
Senators Propose Legislation to Improve Retirement Security for Gig Workers
The package includes four coordinated bills, which are designed to expand portable workplace benefits, including health care and retirement savings,...
DOL Submits Request for Information About PEPs to OMB
The request, made July 1, indicates the Department of Labor is preparing PEP-related reports, per provisions in the SECURE and...
Senator Cassidy Proposes Workplace Benefits for Independent Workers
A white paper issued by the Senate HELP Committee Chair is meant to address the retirement readiness shortfalls for gig...
The Standard Touts $2 Billion Milestone in PEP Assets
The company entered the PEP market in August 2023 after its acquisition of Securian Financial’s retirement plan recordkeeping business.
The Retirement Advantage Announces New 401(k) PEP
TRA partners with Empower, Envestnet and FiduciaryxChange on its pooled employer plan offering.
Pooled Employer Plans Top $10B in Assets
PEPs see growing interest among 401(k) sponsors of various plan asset segments, according to Cerulli.
Transamerica Introduces 2 New Pooled Plans
One of the plans offers more control for the plan sponsor; the other is a traditional PEP structure.
MEPs and PEPs in the Pooled Marketplace
Although pooled employer plans get most of the headlines, multiple employer plans continue to play an important role in the...
Tracking the Evolution of PEPs
Pooled employer plans have gained traction in their nearly four years of existence, and their use cases are evolving beyond...
Finding the Best Fit Between PEPs and State-Run Plans
Experts discuss which small plan solution is most appropriate for different types of businesses.
New PEP for Head Start Programs Launches With Oregon-Based Plan Sponsor
The pooled employer plan focused on 403(b) nonprofit educational programs is sponsored by GPS, with investment fiduciary services from the...
NACC Launches PEP Solution for Cannabis Industry
Also, California Corporate Retirement Services announces a PEP to plan sponsor clients.
Vestwell Partners With Commonwealth, FuturePlan to Launch PEP
The new pooled employer plan is called the Gateway 401(k) Plan.
GPS PEP Expands User Base in Deal With Trilogy Financial
Trilogy can now refer plan sponsor clients to the GPS PEP, which is recordkept by July Services.