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.
Tag: pooled employer plans
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.