Displaying 36 results
Lincoln adds new PEPs to its group retirement shelf
The insurance and retirement solutions provider is taking fresh aim at the workplace coverage gap with 401(k) and 403(b) offerings.
Hub woos small businesses with pooled retirement plan option
The firm's pooled employer plan gives small business owners the chance to offer workers 401(k)s at lower costs.
Small employers don’t know the tax perks for starting 401(k)s
There are incentives of up to $5,000 to start plans, but many business owners don't take advantage of that, EBRI found.
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.
Willis Towers Watson rolls out pooled employer plan
The launch follows the company’s offerings of similar plans in the UK and Europe; Transamerica will serve as record keeper for PEP.
Transamerica acquires TAG Resources
Adding the retirement services company will help Transamerica expand its pooled retirement plan offerings.
Litigation, student loans and the retirement outlook for 2022
A pending decision by the Supreme Court could change 401(k) fee lawsuits in a big way.
2021: The year of the PEP
It’s effectively a new market for the retirement plan industry, but it’s an incredibly big frontier.
Qualified Plan Advisors launches pooled employer plan
The retirement plan consulting firm is partnering with Newport Group on the PEP, which it says will be available to employers of all sizes.
New firm sees opportunity in PEPs as ‘operational fiduciary’
Jason Roberts and Pete Swisher started Group Plan Systems to let investment managers offer PEPs to clients.
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.
Lincoln will provide guaranteed income in new PEP
The product, called OpenPEP, has customized investment options that can be used as the default.
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.
AssetMark launches pooled employer plan
The plan is aimed at small to midsize businesses that have less than $25 million in retirement plan assets
DOL proposal throws cold water on group-of-plans model
A proposed regulatory change wouldn't allow a single group of plans to have a consolidated audit, meaning that every participating employer of a certain size would have to have an annual audit.
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.
Congress should continue updating the retirement system
The SECURE Act 2.0 builds on the success of the original SECURE Act signed into law in 2019 with several commonsense provisions to further help individuals save and invest for their retirement.
PEPs are here. But how successful will they be?
The case for pooled employer plans is compelling, especially to address the fact that there are 5 million to 6 million companies in the U.S. and just 650,000 defined-contribution plans.
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