Tag: pooled employer plans

Research shows state mandate laws for individual retirement accounts access have led to businesses being more likely to offer their...

PEP participation is growing as the pooled plans offer an option to the complexity and scale of managing a standalone...

The Employee Benefits Security Administration will accept input for 60 days.

More than four years and $10 billion in assets into their launch, experts discuss the benefits, the challenges and the...

The package includes four coordinated bills, which are designed to expand portable workplace benefits, including health care and retirement savings,...

The request, made July 1, indicates the Department of Labor is preparing PEP-related reports, per provisions in the SECURE and...

A white paper issued by the Senate HELP Committee Chair is meant to address the retirement readiness shortfalls for gig...

The Standard study shows employers express a 40% increase in plan adviser satisfaction after joining a pooled employer plan.

The company entered the PEP market in August 2023 after its acquisition of Securian Financial’s retirement plan recordkeeping business.

One of the plans offers more control for the plan sponsor; the other is a traditional PEP structure.

The pooled employer plan focused on 403(b) nonprofit educational programs is sponsored by GPS, with investment fiduciary services from the...

Also, California Corporate Retirement Services announces a PEP to plan sponsor clients.

RIA jumps into the PEP space as the 3(38) investment manager and financial adviser for a couple pooled plan options.

The advisory’s second pooled employer plan will include a default iJoin managed account and has plans for a TIAA/Nuveen retirement...

A panel of advisers and providers who use PEPs discuss the benefits and potential pitfalls for clients and advisory firms.

The new PEP is designed for clients with fewer than 100 employees.  

Ascensus will administer the PEP with American Funds TDFs, leveraging both firms’ distribution networks with advisers and plan sponsors.

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

Aon has hit $2 billion in pooled employer plan assets, and advisers and providers see potential for continued PEP growth...