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...
Tag: PEPs
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.
Smart Retirement Launches PEP with Transamerica
The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.
Morningstar: Pandemic Caused Plan Closures, Creation Slowdown
Morningstar study sees the pandemic as a "warning" of how economic disruption can stymie new plan creation.
DOL Updates Form 5500 for 2023
This year’s changes include reporting modifications for PEPs and small plans.
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...
Morningstar, PAi Follow DOL Rule with ESG-Driven Pooled Employer Plan
Third-party administrator PAi has teamed up with Morningstar to offer small and medium-sized businesses an employer retirement plan with an...
DOL to Consult Industry on How To “Facilitate” PEP Uptake
Among items on DOL/EBSA's agenda: speaking with retirement plan service providers, employers and employees on what regulators can do to...
Congress Passes SECURE 2.0, Forwarding Second Major Retirement Reform in Three Years
The passage of sweeping policy to increase retirement saving among Americans now awaits presidential signature.
Retirement Advisers Increasingly Want PEP Option in Toolbox
Pooled employer plans are still a nascent offering in the retirement market, but an increasing number of advisers want them...
Beyond 401(k) / PEPs
PEPs’ Slow Growth
Economic distractions and alternative options have lessened the uptake.
Why Small Business Owners Often Resist 401(k)s
Two of the reasons most commonly cited by small business owners for not offering a retirement plan are the beliefs that their business is too small to qualify...
Plan Sponsor Interest in Pooled Employer Plans Has Increased
The largest small employers may be the most interested.
Notice of Proposed Rulemaking Updates MEP ‘One Bad Apple’ Rule
New regulations would apply to multiple employer plans that are either maintained by employers that have a ‘common interest’ or...
New Transamerica Solution Reflects Small-Market Developments
The firm says its new retirement plan offering, targeted at small employers, is ‘value focused’ and tailored specifically for efficiency.
QPA Launches PEP Featuring Adviser Managed Accounts
The pooled plan solution is being launched in partnership with Newport Group.
More Firms Are Addressing the Group Plan Market
Franklin Templeton has selected a new group plan recordkeeper in Transamerica, while PRI and Waypoint have formed a new joint company called Group Plan Systems.
The Fiduciary Insurance Market Crunch Matters for Everyone
In a Q&A with PLANADVISER, expert benefits attorney Erin Turley points to a critical emerging challenge for the retirement plan...
Transamerica and Fidelity Partnerships Show Focus on Collective Plans
Transamerica is collaborating with FuturePlan by Ascensus on a new group plan solution, while Fidelity and Paylocity are partnering to enhance the Fidelity Advantage 401(k) pooled employer plan.
Advocacy Continues for Retirement-Related Provisions in Budget Draft, Other Bills
Industry professionals who work with lawmakers in Washington say they remain hopeful that retirement security issues will be addressed in the federal government’s budget for fiscal year 2022.