Products February 1st, 2024 Ascensus, American Funds Launch Partnered PEP Ascensus will administer the PEP with American Funds TDFs, leveraging both firms’ distribution networks with advisers and plan sponsors.
Deals & People January 31st, 2024 The Standard Names New National Retirement Plan Sales Director Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s...
Products December 14th, 2023 KeyBank Advisory Division Launches PEP Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.
Products November 29th, 2023 The State of PEPs and What to Expect in 2024 Aon has hit $2 billion in pooled employer plan assets, and advisers and providers see potential for continued PEP growth...
Products October 13th, 2023 Voya Focusing on PEPs, MEPs With Advisers, Says Top Exec The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...
Products September 29th, 2023 Ascensus Hits $1B AUA in PEPs, Showing Continued Adoption The firm cites almost 650 employers in their pooled employer plans; meanwhile, Ameritas is launching a 403(b)-specific offering.
Client Service September 19th, 2023 From Value Statements to Cold Calls, Advisers Talk Client Attraction Retirement plan advisers provide insights on how to purposefully connect with potential clients.
Products September 18th, 2023 Hub Launches 401(k) PEP for Small, Midsize Plan Sponsors Retirement plan advisers in Hub’s national network will be offering the pooled employer plan with an eye toward reducing plan...
Deals & People September 14th, 2023 Adviser Product Partnerships – 9/14/23 The Standard and NFP launch PEP solution; Flywire and Vestwell partner to streamline 529 college plan payments; CalSTRS and Sapphire...
Compliance August 11th, 2023 DOL Seeks Comment on Select SECURE 2.0 Enactments From PEPs to emergency savings accounts, the DOL’s EBSA is welcoming input on changes and revisions to retirement plan administration.
Products August 4th, 2023 Retirement Consulting Firm Freedom Fiduciaries Launches PEP The recently formed retirement plan advisory taps Empower as the recordkeeper for the pooled employer plan.
Practice Management August 1st, 2023 Keep it Simple: Innovations in Small Plan Advisement, Management Advisers and small plan 401(k) providers explain how the industry has evolved to do more—but make it feel like less—for...
Products July 5th, 2023 PEP Growth Slows as Startups Fold An IRS clarification that expanded audits for PEPs may be a factor for some providers in leaving the market.
In Practice June 21st, 2023 New 401(k) Plan Market Offers ‘Blue Ocean’ for Retirement Advisers Vestwell’s director of plan design makes the case for advisers to work on small plans, while Sallus Retirement growth officer...
In Practice May 23rd, 2023 As States Add Retirement Programs, Private Providers See Growth This month, Minnesota and Missouri brought the count of state-facilitated retirement plans to 18. Small business providers say state engagement...
Deals & People May 17th, 2023 Smart Raises $95M in PE Funding, Eyes Further Acquisitions Aquiline Capital leads a funding round for the U.K.-based retirement technology firm with operations in the U.S., Europe, Middle East...
Data & Research May 11th, 2023 Many Small Businesses Cannot Afford Worker Retirement Plans Monetary concerns outweigh desire to attract and retain employees, according to a new SMB index from Fidelity.
Products April 25th, 2023 Smart Retirement Launches PEP with Transamerica The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.
Data & Research April 6th, 2023 Morningstar: Pandemic Caused Plan Closures, Creation Slowdown Morningstar study sees the pandemic as a "warning" of how economic disruption can stymie new plan creation.
Products February 23rd, 2023 WTW Announces PEP With Eye Toward Increased Plan Outsourcing The global retirement plan advisory is using its expertise with multi-employer plans in the U.K. to the U.S. market as...