Tag: SECURE Act

How to Choose a PEP

As pooled employer plans go live, advisers assume a new guiding role.

What a Year!

With so many bigger issues facing the country, much has happened that almost seems unnoticed.

Tracking Part-Timers’ Hours

How they count hours, implement cash-outs and find missing participants are some of the processes plan sponsors need to review for the SECURE Act’s new requirement.

Pooled Employer Plans and 3(38) Fiduciary Advisers

One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 says he is already in conversation with advisers about combining 3(38) fiduciary oversight with PEP recordkeeping and administration.