Tag: pooled employer plans

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...

The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...

The firm cites almost 650 employers in their pooled employer plans; meanwhile, Ameritas is launching a 403(b)-specific offering.

Retirement plan advisers in Hub’s national network will be offering the pooled employer plan with an eye toward reducing plan...

The Standard and NFP launch PEP solution; Flywire and Vestwell partner to streamline 529 college plan payments; CalSTRS and Sapphire...

Smart is joining the push into PEPs with an offering geared toward advisory firms and providers such as recordkeepers, asset...

The recently formed retirement plan advisory taps Empower as the recordkeeper for the pooled employer plan.

The firm calls its Secure Retirement 403(b) PEP the first to market, following a years-long push for PEPs in the...

An IRS clarification that expanded audits for PEPs may be a factor for some providers in leaving the market.

The pooled employer plan solution will be available on Ameritas’ flexible retirement plan platform.

The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.

An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...

Aon continues pooled employer plan push, adding headcount to keep adding beyond over $1B in reported assets and commitments in...

DCIIA votes in 2023 committee members; Aon adds personnel to pooled employer plan sales group; TIAA adds wealth distribution head;...