Tag: pooled employer plans

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;...

Third-party administrator PAi has teamed up with Morningstar to offer small and medium-sized businesses an employer retirement plan with an...

Among items on DOL/EBSA's agenda: speaking with retirement plan service providers, employers and employees on what regulators can do to...

The department of labor clarified in a response letter some of the responsibility and costs that plan sponsors can offload...

The largest small employers may be the most interested.

New regulations would apply to multiple employer plans that are either maintained by employers that have a ‘common interest’ or...

Plan sponsors can take advantage of novel plan designs that share risk, including pooled employer plans, to broaden employer-sponsored benefits.

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.

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.