A New Age for PEPs
Pooled employer plans have grown significantly over the last four years, as larger employers are increasingly drawn to the plans’...
Tag: pooled plan providers
Employers With PEPs Have Higher Adviser and Plan Satisfaction
The Standard study shows employers express a 40% increase in plan adviser satisfaction after joining a pooled employer plan.
NPPG Touts SEC Registration for Administering PEPs
Pooled plan provider NPPG advocates for registration if there is 3(38) investment selection responsibility, but a PEP expert argues it...
AON Boosts Staff to Further $1B Pooled Employer Plan
Aon continues pooled employer plan push, adding headcount to keep adding beyond over $1B in reported assets and commitments in...
Retirement Advisers Increasingly Want PEP Option in Toolbox
Pooled employer plans are still a nascent offering in the retirement market, but an increasing number of advisers want them...
DOL: Plan Sponsors in PEPs Don’t Necessarily Need to Purchase Fidelity Bond
The department of labor clarified in a response letter some of the responsibility and costs that plan sponsors can offload...
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.
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.
DOL Announces Registration Requirements for Pooled Plan Providers
The rule implements the registration requirements for PEPs pursuant to the SECURE Act