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: PPPs
Compliance Consult
Products
Wanta Be a PPP?
Advisers can find many ways to serve pooled employer plans.
July CEO Sees Promise in the PEP Marketplace
While there is still a learning curve when it comes to advisers understanding their role in the pooled employer plan marketplace, providers entering the space say the future is bright.
Regulatory & compliance | administration
Products
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.
Compliance News
Legislative and Judicial Actions
The DOL presents its final ESG rule, IRS simplifies certain 403(b) plan terminations, and more.