Qualified Plan Advisors, an Overland Park, Kansas-based retirement plan consulting firm has launched the Qualified Plan Advisors Pooled Employer Plan in partnership with Newport Group, a retirement plan services provider.
The PEP will help advisers assist clients in starting up new plans or growing plans, the company said in a release, but it won’t be limited to small plans.
“The QPA PEP will be available nationwide for employers of all sizes who desire additional fiduciary protections and fewer plan administrative responsibilities,” according to the release.
The announcement noted that the PEP will include adviser managed accounts as part of its hybrid qualified default investment alternative structure.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
