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Catholic 401(k) MEP will screen funds for morality
A forthcoming multiple-employer plan aims to help nonprofit and for-profit Catholic affiliates avoid exposure to investments that Catholics might find objectionable.
OneAmerica launches plan as alternative to MEPs, PEPs
The new OneConnect product allows plan advisers to act in a 3(21) or 3(38) role.
LPL expands retirement plan choices for affiliates
The IBD is offering a multiple-employer aggregate program that affiliates can use with small businesses and start-up plans.
Ameritas acquires record keeper
Ponte Vedra Beach, Florida-based BlueStar Retirement Services also serves as a third-party administrator and provides multiple employer plans.
Captrust leads group launching small-plan service
T. Rowe Price and National Benefit Services join Captrust in providing the program, which offers an alternative to multiple employer plans and pooled employer plans.
403(b)s would open to PEPs, MEPs under bill floated Wednesday
Companies that have waded into the PEPs business as pooled plan providers see tax-exempt organizations as very attractive, having even more potential than groups eligible to operate 401(k)s.
Plaintiff in failed 401(k) suit files new case against ADP
McCaffree Financial, which unsuccessfully sued Principal Life, recently brought an unrelated case against ADP
Companies slash 401(k) contributions amid COVID-19
Retirement plan sponsors are seeking to reduce costs as they struggle to deal with the pandemic
2020 brings new opportunities in the retirement space
The SECURE Act’s pooled employer plans provision will create a new market for investment advisory services
