Tag: PEPs

Art by Tim Bower

Wanta Be a PPP?

Advisers can find many ways to serve pooled employer plans.

How to Choose a PEP

As pooled employer plans go live, advisers assume a new guiding role.

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.