Morningstar, PAi Partner on ESG PEP
The objective of the new pooled employer plan will be to create as close to a complete environmental, social and governance investment lineup as possible.
Tag: pooled employer plans
Compliance Consult
Wanta Be a PPP?
Advisers can find many ways to serve pooled employer plans.
Products
Products
Investment Product and Service Launches
Fidelity Investments expands lineup of SMAs; Unision Risk Advisors launches PEP; Retiree, Inc. creates first decumulation model portfolio; and more.
Service Launches to Help Plan Advisers Evaluate PEPs, PPPs
PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans to a full request for proposals process.
Servicing Strategies
Products
Products
Client Service
Products
Products
Compliance
Expanded Plan Access
The opportunities for advisers, in pooled employer plans.
Mesirow Partners With Newport Group to Offer PEP
The pooled employer plan that will launch in 2021 is for small and mid-sized employers.
Mercer Announces Plans to Launch PEP in 2021
The consultant has selected Empower Retirement as a recordkeeper for its outsourced 401(k) solution as well as for the intended pooled employer plan.
Industry Experts Discuss Benefit Trends for 2021
Financial advisers and professionals explain what they are hearing from clients and what they anticipate for the upcoming year.
Transamerica Will Recordkeep Lockton Northeast PEP
Lockton announced in August that its new outsourced administrative responsibilities (OAR) practice will make PEPs the first order of business.
UK Firm to Launch PEP Recordkeeping Solution in the U.S.
Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.
DOL NPRM Addresses PEP Plan Provider Registrations
The SECURE Act allows pooled plan providers to start operating pooled employer plans beginning on January 1, 2021, but providers must register before operations can begin.
Intro
Changing Directions
When we planned this issue, we were prepared to cover the SECURE Act and its sweeping developments. Since then, we've changed course.
Compliance Consult
Compliance
MEPs and PEPs
Effective means to broaden retirement plan access.
More Guidance to Come About SECURE Act Provisions
Bradford P. Campbell, with Drinker Biddle, recently discussed specific requirements for open MEPs, now called pooled employer plans (PEPs), included in the SECURE Act.