More Firms Are Addressing the Group Plan Market
Franklin Templeton has selected a new group plan recordkeeper in Transamerica, while PRI and Waypoint have formed a new joint company called Group Plan Systems.
Tag: pooled employer plans
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.
Trends
PEPs’ Predicted Growth
Advisers ‘on the fence’ may have several reasons to change their minds.
The Different Approaches to Expanding Retirement Plan Access
Already, state-run plans, PEPs and moves to expand access to SIMPLE plans are making a difference, experts say.
Once They Catch On, PEPs Could Grow Exponentially
The current hesitancy over how they will take shape will be overcome by appreciation among advisers and sponsors alike at...
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.
Regulatory & compliance | administration
How to Choose a PEP
As pooled employer plans go live, advisers assume a new guiding role.
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.
Paychex Introduces a Pooled Employer Plan
The firm says the PEP will reduce fiduciary liability for employers.
Mesirow Partners With Newport Group to Offer PEP
The pooled employer plan that will launch in 2021 is for small and mid-sized employers.
Principal to Launch Pooled Employer Plan
With its PEP, the firm plans to simplify plan administration and reduce fiduciary risk to help more businesses offer a retirement plan.
DOL Announces Registration Requirements for Pooled Plan Providers
The rule implements the registration requirements for PEPs pursuant to the SECURE Act
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.
Retirement Industry Experts See Tremendous Promise for PEPs
Many say they think the pooled employer plans authorized under the SECURE Act will open more doors for small businesses.
Stakeholders Want More Substantive PEP Guidance from DOL
Though they applaud the direction the Department of Labor is taking, expert ERISA attorneys say a new proposed rule does not sufficiently explain how pooled employer plans can...