Tag: PEPs

What a Year!

With so many bigger issues facing the country, much has happened that almost seems unnoticed.

Pooled Employer Plans and 3(38) Fiduciary Advisers

One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 says he is already in conversation with advisers about combining 3(38) fiduciary oversight with PEP recordkeeping and administration.

Pooled Strength

PEPs should be a boon to small employers—how advisers, too, can gain from these plans.
Art by Tim Bower

MEPs and PEPs

Effective means to broaden retirement plan access.