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.
Expanded Plan Access
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.
Changing Directions
MEPs and PEPs
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.