Ascensus Rolls Out National Nonprofit 403(b) PEP
Newport will serve as the pooled employer plan provider and administrative fiduciary.
Tag: pooled employer plans
SEC: PEPs Qualify for Single-Employer Plans’ Exemptions
The Securities and Exchange Commission’s regulatory statement may open the door to wider participation in pooled employer plans.
How Advisers, TPAs Can Thrive With PEPs
A fiduciary services specialist explains why he thinks pooled employer plans can lead to better retirement outcomes.
Advisers Embrace PEPs as Fiduciary Risk Reduction Strategy
According to Pentegra, 80% of surveyed advisers cited mitigating risk as the leading factor driving their positive perception of pooled...
Equitable Offers 403(b) PEP, Betterment Expands Solo 401(k)s
The new pooled employer plan is intended for nonprofits creating new retirement plans or looking to transition from a provider...
Ascensus, OneDigital Form 2 PEPs
The pooled employer plans include Ascensus’ first 403(b) PEP.
PEPs by the Numbers
Pooled employer plans with at least $200 million in assets hold nearly double the assets as those in smaller plans,...
More Employers Offer Their Own Retirement Plans in Wake of State Auto-IRA Mandates
Research shows state mandate laws for individual retirement accounts access have led to businesses being more likely to offer their...
Aon PEP Tops $5B in Assets, 100K Participants
PEP participation is growing as the pooled plans offer an option to the complexity and scale of managing a standalone...
DOL Asks For Industry Suggestions About Improving PEPs for Small Employers
The Employee Benefits Security Administration will accept input for 60 days.
Taking Stock of the Continued Evolution of PEPs
More than four years and $10 billion in assets into their launch, experts discuss the benefits, the challenges and the...
Senators Propose Legislation to Improve Retirement Security for Gig Workers
The package includes four coordinated bills, which are designed to expand portable workplace benefits, including health care and retirement savings,...
DOL Submits Request for Information About PEPs to OMB
The request, made July 1, indicates the Department of Labor is preparing PEP-related reports, per provisions in the SECURE and...
Senator Cassidy Proposes Workplace Benefits for Independent Workers
A white paper issued by the Senate HELP Committee Chair is meant to address the retirement readiness shortfalls for gig...
Employers With PEPs Have Higher Adviser and Plan Satisfaction
The Standard study shows employers express a 40% increase in plan adviser satisfaction after joining a pooled employer plan.
The Standard Touts $2 Billion Milestone in PEP Assets
The company entered the PEP market in August 2023 after its acquisition of Securian Financial’s retirement plan recordkeeping business.
Transamerica Introduces 2 New Pooled Plans
One of the plans offers more control for the plan sponsor; the other is a traditional PEP structure.
Tracking the Evolution of PEPs
Pooled employer plans have gained traction in their nearly four years of existence, and their use cases are evolving beyond...
New PEP for Head Start Programs Launches With Oregon-Based Plan Sponsor
The pooled employer plan focused on 403(b) nonprofit educational programs is sponsored by GPS, with investment fiduciary services from the...
NACC Launches PEP Solution for Cannabis Industry
Also, California Corporate Retirement Services announces a PEP to plan sponsor clients.