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A pooled employer plan with personalized TDFs is landing soon
American Funds, which has been the top seller of target-date mutual funds for two years, says it has something new for the PEPs space.
Strive Asset Management to bring anti-ESG to PEP 401(k)
The firm, which is on a crusade against the use of ESG factors in investing, announced that it's launching a pooled employer plan.
Morningstar jumps into PEPs market with ESG plan
Morningstar and Plan Administrators Inc. are planning to launch the pooled employer plan early next year, pending a final rule on environmental, social and governance factors from the Department of Labor.
More companies planning PEPs, with potential in auto-IRA states
States such as California, Oregon and Illinois are requiring small businesses to either provide their own 401(k)s or sign up for the state program — and that is a massive opportunity for startup plans.
Vestwell files as PEPs provider
Fintech and digital record keeper Vestwell is among about three dozen firms that have registered as pooled plan providers with the DOL, but the firm does not yet have information on pricing and plan design for a potential PEP product.
